We are live on ! Find out more
WSM icon

Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
KB
626
Kimelman & Baird
New York
$350K – – –
AA
627
ALPS Advisors
Colorado
$347K +$11.8K +75 +4%
CGL
628
Clarius Group LLC
Washington
$341K +$23.7K +151 +8%
CWS
629
Confluence Wealth Services
Pennsylvania
$341K -$7.85K -50 -2%
AG
630
Ascent Group
Virginia
$340K -$44.9K -286 -12%
KPWS
631
Kestra Private Wealth Services
Texas
$337K +$7.85K +50 +2%
GM
632
GeoWealth Management
Illinois
$337K -$103K -657 -24%
CFO
633
Callan Family Office
Pennsylvania
$335K +$322K +2,051 New
CPCPP
634
Canada Post Corporation Pension Plan
Canada
$333K +$320K +2,040 New
WA
635
Whipplewood Advisors
Colorado
$330K +$1.26K +8 +0.4%
SC
636
Sapient Capital
Indiana
$330K +$2.83K +18 +0.9%
GWP
637
Gateway Wealth Partners
Wisconsin
$327K – – –
ITIM
638
Indiana Trust & Investment Management
Indiana
$327K – – –
RC
639
RBF Capital
California
$327K – – –
SAM
640
Smithbridge Asset Management
Pennsylvania
$326K +$157 +1 +0.1%
DADC
641
D.A. Davidson & Co
Montana
$325K -$451K -2,875 -59%
SPC
642
Sigma Planning Corp
Michigan
$324K -$6.28K -40 -2%
PWAM
643
Private Wealth Asset Management
Iowa
$321K +$11.8K +75 +4%
KA
644
Klingman & Associates
New York
$321K -$19.3K -123 -6%
AMM
645
American Money Management
California
$319K +$1.41K +9 +0.5%
CP
646
Canopy Partners
Ohio
$318K – – –
GWM
647
Geneos Wealth Management
Colorado
$316K -$312K -1,985 -51%
APG
648
Abacus Planning Group
South Carolina
$313K +$6.59K +42 +2%
JWCA
649
J.W. Cole Advisors
Florida
$310K +$298K +1,899 New
NP
650
NorthRock Partners
Minnesota
$310K -$33.4K -213 -10%
24 25
26
27 28