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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
Concurrent Investment Advisors
651
Concurrent Investment Advisors
Florida
$296K +$324K +1,621 New
IPAM
652
Investment Partners Asset Management
New Jersey
$295K -$998 -5 -0.3%
D.A. Davidson & Co
653
D.A. Davidson & Co
Montana
$294K -$19.2K -96 -6%
PWM
654
Paulson Wealth Management
Illinois
$292K – – –
CCG
655
Catalina Capital Group
California
$289K – – –
CIM
656
Catalyst Investment Management
New Hampshire
$289K -$15.4K -77 -5%
FBT
657
First Bank & Trust
South Dakota
$288K -$799 -4 -0.3%
Prime Capital Investment Advisors
658
Prime Capital Investment Advisors
Kansas
$287K +$4.79K +24 +2%
BCG
659
BayBridge Capital Group
California
$286K – – –
Burney Company
660
Burney Company
Virginia
$285K -$535K -2,681 -63%
MGO One Seven
661
MGO One Seven
Ohio
$284K -$211K -1,059 -40%
Raiffeisen Bank International
662
Raiffeisen Bank International
Austria
$282K -$1.16M -5,824 -79%
CP
663
Creekside Partners
California
$281K -$162K -810 -34%
Apollon Wealth Management
664
Apollon Wealth Management
South Carolina
$274K +$42.7K +214 +17%
CAM
665
Covenant Asset Management
New Jersey
$274K -$399 -2 -0.1%
FIB
666
First Interstate Bank
Montana
$273K – – –
PAM
667
Paradigm Asset Management
New York
$273K – – –
Profund Advisors
668
Profund Advisors
Maryland
$273K -$47.1K -236 -14%
CWM
669
Cahaba Wealth Management
Georgia
$272K – – –
QFA
670
Quantum Financial Advisors
California
$272K -$2.6K -13 -0.9%
PWAM
671
Private Wealth Asset Management
Iowa
$272K -$79.9K -400 -21%
ST
672
Spinnaker Trust
Maine
$267K – – –
MWM
673
Maridea Wealth Management
New York
$264K +$289K +1,447 New
CAM
674
Clark Asset Management
New Hampshire
$263K – – –
FWTB
675
First Western Trust Bank
Colorado
$263K – – –