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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AG
601
Ascent Group
Virginia
$383K -$4.39K -22 -1%
KWA
602
Kingswood Wealth Advisors
California
$381K +$162K +810 +63%
CP
603
Canopy Partners
Ohio
$381K -$7.79K -39 -2%
KA
604
Klingman & Associates
New York
$377K +$17K +85 +4%
TG
605
TCW Group
California
$377K +$7.39K +37 +2%
KWM
606
Kingsview Wealth Management
Oregon
$367K -$98K -491 -20%
CWS
607
Confluence Wealth Services
Pennsylvania
$366K -$29.9K -150 -7%
ITIM
608
Indiana Trust & Investment Management
Indiana
$365K
RC
609
RBF Capital
California
$365K
GPWM
610
Grant Private Wealth Management
California
$362K -$62.7K -314 -14%
HFS
611
Hantz Financial Services
Michigan
$362K +$64.9K +325 +20%
OL
612
Optas LLC
Texas
$361K -$40.3K -202 -9%
MWM
613
Mission Wealth Management
California
$360K +$394K +1,974 New
SAM
614
Smartleaf Asset Management
Massachusetts
$357K -$7.79K -39 -2%
NSUP
615
NLB Skladi upravljanje premozenja
$356K -$63.3K -317 -14%
KP
616
Keel Point
Alabama
$355K +$389K +1,946 New
SAM
617
Smithbridge Asset Management
Pennsylvania
$354K -$442K -2,216 -53%
APG
618
Abacus Planning Group
South Carolina
$353K -$8.39K -42 -2%
GC
619
Guggenheim Capital
Illinois
$349K -$108K -539 -22%
First Manhattan
620
First Manhattan
New York
$348K
LSA
621
Leonteq Securities AG
Switzerland
$347K +$164K +822 +76%
PT
622
Plimoth Trust
Massachusetts
$346K
SPC
623
Sigma Planning Corp
Michigan
$343K -$200 -1 -0.1%
LWM
624
Lodestone Wealth Management
Washington
$342K +$355K +1,776 +1,758%
GWM
625
Geneos Wealth Management
Colorado
$341K +$799 +4 +0.2%