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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AO
626
Advisor OS
Illinois
$334K -$64.5K -334 -14%
NorthRock Partners
627
NorthRock Partners
Minnesota
$334K +$34.2K +177 +9%
Simon Quick Advisors
628
Simon Quick Advisors
New Jersey
$332K +$167K +865 +70%
Klingman & Associates
629
Klingman & Associates
New York
$330K -$30.3K -157 -7%
SCA
630
Snowden Capital Advisors
New York
$329K +$146K +755 +57%
KFS
631
Kaizen Financial Strategies
California
$329K +$402K +2,080 New
ALPS Advisors
632
ALPS Advisors
Colorado
$324K -$85K -440 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
633
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$322K +$394K +2,039 New
DWA
634
Dorsey Wright & Associates
California
$320K -$7.92K -41 -2%
Sigma Planning Corp
635
Sigma Planning Corp
Michigan
$320K +$18.6K +96 +5%
Kestra Private Wealth Services
636
Kestra Private Wealth Services
Texas
$318K +$11K +57 +3%
FC
637
Fulcrum Capital
Washington
$318K +$40.6K +210 +12%
WA
638
Whipplewood Advisors
Colorado
$317K +$966 +5 +0.2%
GWP
639
Gateway Wealth Partners
Wisconsin
$316K – – –
ITIM
640
Indiana Trust & Investment Management
Indiana
$316K – – –
RBF Capital
641
RBF Capital
California
$316K – – –
Sapient Capital
642
Sapient Capital
Indiana
$316K – – –
IP
643
Interval Partners
New York
$316K +$386K +2,000 New
SAM
644
Smithbridge Asset Management
Pennsylvania
$315K +$385K +1,992 New
Confluence Wealth Services
645
Confluence Wealth Services
Pennsylvania
$312K -$1.35K -7 -0.3%
Arkadios Wealth Advisors
646
Arkadios Wealth Advisors
Georgia
$309K +$378K +1,954 New
CP
647
Canopy Partners
Ohio
$308K -$47.3K -245 -11%
AMM
648
American Money Management
California
$308K +$966 +5 +0.3%
CGL
649
Clarius Group LLC
Washington
$306K +$57.6K +298 +18%
OL
650
Optas LLC
Texas
$305K +$372K +1,926 New