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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
651
Meeder Advisory Services
Ohio
$383K +$62.8K +317 +24%
PAS
652
PKS Advisory Services
New York
$379K -$511K -2,577 -61%
IPAM
653
Investment Partners Asset Management
New Jersey
$377K – – –
SC
654
SouthState Corp
Florida
$376K +$318K +1,604 +20,050%
BCG
655
BayBridge Capital Group
California
$373K – – –
PWM
656
Paulson Wealth Management
Illinois
$373K – – –
MA
657
Mutual Advisors
Nebraska
$369K +$60.4K +305 +24%
TCIIS
658
TIAA-CREF Individual & Institutional Services
New York
$369K -$17.6K -89 -5%
FBT
659
First Bank & Trust
South Dakota
$368K – – –
AHIA
660
Andrew Hill Investment Advisors
Florida
$368K +$313K +1,577 New
SPC
661
Sigma Planning Corp
Michigan
$365K -$62.6K -316 -17%
BC
662
Burney Company
Virginia
$365K – – –
HFS
663
Hantz Financial Services
Michigan
$363K -$85K -429 -22%
CP
664
Creekside Partners
California
$359K – – –
CSPIA
665
Cary Street Partners Investment Advisory
Virginia
$359K +$51.9K +262 +21%
VFA
666
Valeo Financial Advisors
Indiana
$357K +$20.2K +102 +7%
KPWS
667
Kestra Private Wealth Services
Texas
$354K -$49.4K -249 -14%
AWP
668
Abacus Wealth Partners
California
$352K -$230K -1,163 -43%
CAM
669
Covenant Asset Management
New Jersey
$350K – – –
AAP
670
Arax Advisory Partners
Colorado
$350K +$23K +116 +8%
CFM
671
Catalyst Funds Management
Australia
$350K +$11.7K +59 +4%
JWCA
672
J.W. Cole Advisors
Florida
$348K +$296K +1,492 New
CWM
673
Cahaba Wealth Management
Georgia
$348K – – –
PA
674
Profund Advisors
Maryland
$348K -$1.19K -6 -0.4%
QFA
675
Quantum Financial Advisors
California
$347K – – –
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