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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
626
IEQ Capital
California
$250K +$182K +1,572 New
ACA
627
Aptus Capital Advisors
Alabama
$249K +$182K +1,568 New
SWM
628
Spire Wealth Management
Virginia
$247K -$31.3K -270 -15%
AC
629
Abbrea Capital
California
$246K +$180K +1,550 New
KWA
630
Kingswood Wealth Advisors
California
$245K +$179K +1,544 New
IPW
631
Impact Partnership Wealth
Georgia
$245K +$46.4K +400 +35%
MA
632
MONECO Advisors
Connecticut
$243K +$178K +1,530 New
FP
633
Foundry Partners
Minnesota
$242K +$177K +1,526 New
TA
634
TFB Advisors
Kansas
$241K +$197K +1,698 New
LIM
635
Leavell Investment Management
Alabama
$240K +$176K +1,512 New
CAM
636
Covenant Asset Management
New Jersey
$240K +$175K +1,510 New
QFA
637
Quantum Financial Advisors
California
$239K +$175K +1,508 New
LSAG
638
Lake Street Advisors Group
New Hampshire
$239K +$175K +1,504 New
FIB
639
First Interstate Bank
Montana
$238K +$174K +1,500 New
GM
640
GeoWealth Management
Illinois
$237K +$173K +1,494 New
BSW
641
Buckingham Strategic Wealth
Missouri
$237K -$71K -612 -29%
HFM
642
Harvest Fund Management
China
$237K +$112K +964 +183%
CG
643
Caprock Group
Idaho
$234K +$171K +1,476 New
FWCM
644
Ferguson Wellman Capital Management
Oregon
$234K +$171K +1,476 New
IFG
645
Independent Financial Group
California
$234K -$133K -1,148 -44%
CBTWT
646
Community Bank & Trust (Waco, Texas)
Texas
$233K +$171K +1,470 New
ASN
647
Advisory Services Network
Georgia
$232K -$11.4K -98 -6%
FWTB
648
First Western Trust Bank
Colorado
$229K +$168K +1,444 New
PB
649
Pinnacle Bancorp
Nebraska
$229K – – –
OWA
650
One Wealth Advisors
California
$228K +$167K +1,438 New
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