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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AAA
626
American Alpha Advisors
New York
$343K -$17K -107 -5%
LTAS
627
Linden Thomas Advisory Services
North Carolina
$342K +$635 +4 +0.2%
FC
628
Fulcrum Capital
Washington
$333K -$305K -1,920 -52%
SGAM
629
Smith Group Asset Management
Texas
$330K -$560K -3,530 -66%
PWM
630
Paulson Wealth Management
Illinois
$328K +$7.62K +48 +3%
FWTB
631
First Western Trust Bank
Colorado
$327K +$4.28K +27 +2%
AP
632
Adero Partners
California
$326K -$86.5K -545 -24%
IPAM
633
Investment Partners Asset Management
New Jersey
$319K -$476 -3 -0.2%
CG
634
Cynosure Group
Utah
$307K -$118K -743 -31%
ACA
635
Aptus Capital Advisors
Alabama
$306K -$10.8K -68 -4%
EI
636
EDMP Inc
Florida
$306K – – –
PWP
637
Phillips Wealth Planners
Mississippi
$305K -$3.02K -19 -1%
CGL
638
Clarius Group LLC
Washington
$304K +$1.43K +9 +0.6%
GI
639
GAMMA Investing
California
$302K -$12.5K -79 -5%
SWM
640
Silverlake Wealth Management
Vermont
$299K – – –
BCG
641
BayBridge Capital Group
California
$297K – – –
CFO
642
Callan Family Office
Pennsylvania
$296K +$254K +1,598 New
FFP
643
FourThought Financial Partners
Florida
$293K +$251K +1,584 New
SAM
644
Smartleaf Asset Management
Massachusetts
$293K +$179K +1,130 +255%
Fifth Third Bancorp
645
Fifth Third Bancorp
Ohio
$291K -$61.4K -387 -20%
GCM
646
Gallacher Capital Management
Colorado
$291K -$13K -82 -5%
PK
647
Pflug Koory
Nebraska
$287K – – –
EP
648
Edgestream Partners
New Jersey
$287K -$179K -1,130 -42%
RFC
649
Regions Financial Corp
Alabama
$286K -$17.9K -113 -7%
KCM
650
Kathmere Capital Management
Pennsylvania
$285K -$37.6K -237 -13%