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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
651
Atomi Financial Group
New York
$285K +$16.5K +104 +7%
GT
652
Glenview Trust
Kentucky
$283K -$40.3K -254 -14%
CMF
653
Counterpoint Mutual Funds
California
$282K +$242K +1,522 New
CAM
654
Covenant Asset Management
New Jersey
$280K – – –
QFA
655
Quantum Financial Advisors
California
$278K -$952 -6 -0.4%
WWM
656
Whalen Wealth Management
Nevada
$278K +$238K +1,500 New
FIB
657
First Interstate Bank
Montana
$278K – – –
WIA
658
World Investment Advisors
California
$277K +$237K +1,496 New
CWM
659
Cahaba Wealth Management
Georgia
$276K – – –
TIAA Trust, National Association
660
TIAA Trust, National Association
North Carolina
$272K -$5.24K -33 -2%
IB
661
Intrust Bank
Kansas
$270K -$49.8K -314 -18%
VCM
662
Voleon Capital Management
California
$267K +$229K +1,444 New
PB
663
Pinnacle Bancorp
Nebraska
$267K – – –
C
664
Covestor
United Kingdom
$266K +$24.1K +152 +12%
EWA
665
EP Wealth Advisors
California
$265K -$20.2K -127 -8%
HAG
666
HighPoint Advisor Group
Illinois
$264K +$203K +1,278 New
SW
667
SVB Wealth
Massachusetts
$264K +$226K +1,424 New
CBTWT
668
Community Bank & Trust (Waco, Texas)
Texas
$263K – – –
SAI
669
Savvy Advisors Inc
New York
$262K +$1.27K +8 +0.6%
SCM
670
Sheridan Capital Management
California
$261K – – –
SFI
671
Siemens Fonds Invest
Germany
$260K +$13.3K +84 +6%
CAM
672
Clark Asset Management
New Hampshire
$260K – – –
EFG
673
Ehrlich Financial Group
California
$259K – – –
MA
674
Mutual Advisors
Nebraska
$258K +$206K +1,297 New
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$258K +$221K +1,393 New