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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
651
Phillips Wealth Planners
Mississippi
$228K +$230K +1,544 +98%
BCG
652
BayBridge Capital Group
California
$226K – – –
JIC
653
Joel Isaacson & Co
New York
$226K -$81.4K -546 -25%
UCFA
654
United Capital Financial Advisors
Texas
$223K +$236K +1,582 New
GI
655
GAMMA Investing
California
$223K +$46.2K +310 +24%
PTC
656
Private Trust Company
Ohio
$221K -$12.2K -82 -5%
BW
657
Bison Wealth
Georgia
$217K – – –
ACP
658
Aviance Capital Partners
Florida
$217K -$6.56K -44 -3%
AI
659
Atria Investments
North Carolina
$213K +$225K +1,510 New
CAM
660
Covenant Asset Management
New Jersey
$213K – – –
QFA
661
Quantum Financial Advisors
California
$213K – – –
PI
662
PineBridge Investments
New York
$213K +$225K +1,508 New
LSAG
663
Lake Street Advisors Group
New Hampshire
$212K – – –
BSW
664
Buckingham Strategic Wealth
Missouri
$212K +$1.49K +10 +0.7%
FIB
665
First Interstate Bank
Montana
$212K – – –
CWM
666
Cahaba Wealth Management
Georgia
$211K -$35.8K -240 -14%
BRWA
667
B. Riley Wealth Advisors
Florida
$210K -$168K -1,128 -43%
MTIM
668
Marathon Trading Investment Management
Pennsylvania
$210K +$221K +1,484 New
ASN
669
Advisory Services Network
Georgia
$209K +$2.38K +16 +1%
CBTWT
670
Community Bank & Trust (Waco, Texas)
Texas
$208K – – –
IF
671
Intrua Financial
Texas
$208K -$39K -262 -15%
IFWM
672
Institute for Wealth Management
Colorado
$207K -$17K -114 -7%
FWCM
673
Ferguson Wellman Capital Management
Oregon
$205K -$3.88K -26 -2%
PM
674
Parametrica Management
Hong Kong
$205K +$216K +1,450 New
FWTB
675
First Western Trust Bank
Colorado
$204K – – –
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