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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$3K +$373 +4 +14%
JWA
627
JFS Wealth Advisors
Pennsylvania
$3K +$2.98K +32 New
SWM
628
Sugarloaf Wealth Management
Georgia
$3K +$3.73K +40 New
TFA
629
Toth Financial Advisory
Virginia
$3K +$3.73K +40 New
EBA
630
Eagle Bay Advisors
New York
$2K -$3.54K -38 -68%
CA
631
Clearstead Advisors
Ohio
$2K – – –
LPWM
632
Lake Point Wealth Management
Texas
$2K – – –
VCM
633
Versant Capital Management
Arizona
$2K – – –
WT
634
Washington Trust
Rhode Island
$2K +$186 +2 +13%
BBPWM
635
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.86K +20 New
TSWM
636
Tyler-Stone Wealth Management
Ohio
$2K +$1.86K +20 New
MWM
637
Mascoma Wealth Management
New Hampshire
$2K +$2.42K +26 New
SC
638
Schubert & Co
Texas
$2K +$2.61K +28 New
RWM
639
Raffa Wealth Management
District of Columbia
$1.35K +$745 +8 +100%
SWA
640
Sutton Wealth Advisors
Florida
$1.35K +$1.49K +16 New
BIM
641
Baldwin Investment Management
Pennsylvania
$1.03K +$1.13M +12,154 New
TFS
642
TrustCore Financial Services
Tennessee
$1K -$559 -6 -43%
LIM
643
Longfellow Investment Management
Massachusetts
$1K – – –
PWMG
644
Prestige Wealth Management Group
New Jersey
$1K – – –
BWA
645
BDO Wealth Advisors
Florida
$1K +$559 +6 New
EI
646
Ellevest Inc
New York
$1K +$745 +8 New
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$1K +$745 +8 New
CP
648
Castleview Partners
Texas
$62 +$1.95M +20,972 New
FGAM
649
Financial Gravity Asset Management
Texas
$26 +$63K +676 New
BBHC
650
Brown Brothers Harriman & Co
New York
$23 -$21.4K -230 -45%
24 25
26
27 28