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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
HIS
651
Horizon Investment Services
Indiana
$228K +$166K +1,434 New
HA
652
Harfst & Associates
Wyoming
$226K +$165K +1,424 New
DCM
653
DGS Capital Management
New Jersey
$225K +$165K +1,418 New
BCG
654
BayBridge Capital Group
California
$224K +$186K +1,602 New
SCM
655
Sheridan Capital Management
California
$224K +$164K +1,412 New
CAM
656
Clark Asset Management
New Hampshire
$223K +$163K +1,406 New
MIM
657
Moseley Investment Management
Florida
$223K +$163K +1,404 New
PWP
658
Phillips Wealth Planners
Mississippi
$222K -$67.8K -584 -27%
WC
659
Waterloo Capital
Texas
$217K -$201K -1,730 -56%
BW
660
Bison Wealth
Georgia
$217K -$108K -932 -41%
CKAIS
661
Christensen King & Associates Investment Services
Washington
$216K +$158K +1,362 New
AFG
662
Atomi Financial Group
New York
$216K +$158K +1,362 New
SI
663
Seeds Investor
New York
$215K +$157K +1,352 New
CI
664
Cigna Investments
Connecticut
$214K +$156K +1,344 New
CIG
665
Cullen Investment Group
Louisiana
$208K +$156K +1,340 New
EWA
666
EP Wealth Advisors
California
$208K +$152K +1,308 New
BAAM
667
Baker Avenue Asset Management
California
$207K +$152K +1,306 New
ACIM
668
Azimuth Capital Investment Management
Michigan
$206K +$151K +1,300 New
VFA
669
Valeo Financial Advisors
Indiana
$205K -$208K -1,792 -55%
BB
670
Berkshire Bank
Massachusetts
$204K +$150K +1,288 New
SCA
671
Snowden Capital Advisors
New York
$204K +$150K +1,288 New
EWM
672
Evercore Wealth Management
New York
$204K +$149K +1,286 New
BPWM
673
Badgley Phelps Wealth Managers
Washington
$204K +$149K +1,284 New
Wealthfront Advisers
674
Wealthfront Advisers
California
$204K +$149K +1,282 New
BRWA
675
B. Riley Wealth Advisors
Florida
$203K +$304K +2,618 New