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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
651
Investment Partners Asset Management
New Jersey
$295K -$998 -5 -0.3%
DADC
652
D.A. Davidson & Co
Montana
$294K -$19.2K -96 -6%
PWM
653
Paulson Wealth Management
Illinois
$292K – – –
CCG
654
Catalina Capital Group
California
$289K – – –
CIM
655
Catalyst Investment Management
New Hampshire
$289K -$15.4K -77 -5%
FBT
656
First Bank & Trust
South Dakota
$288K -$799 -4 -0.3%
PCIA
657
Prime Capital Investment Advisors
Kansas
$287K +$4.79K +24 +2%
BCG
658
BayBridge Capital Group
California
$286K – – –
BC
659
Burney Company
Virginia
$285K -$535K -2,681 -63%
MOS
660
MGO One Seven
Ohio
$284K -$211K -1,059 -40%
RBI
661
Raiffeisen Bank International
Austria
$282K -$1.16M -5,824 -79%
CP
662
Creekside Partners
California
$281K -$162K -810 -34%
AWM
663
Apollon Wealth Management
South Carolina
$274K +$42.7K +214 +17%
CAM
664
Covenant Asset Management
New Jersey
$274K -$399 -2 -0.1%
FIB
665
First Interstate Bank
Montana
$273K – – –
PAM
666
Paradigm Asset Management
New York
$273K – – –
PA
667
Profund Advisors
Maryland
$273K -$47.1K -236 -14%
CWM
668
Cahaba Wealth Management
Georgia
$272K – – –
QFA
669
Quantum Financial Advisors
California
$272K -$2.6K -13 -0.9%
PWAM
670
Private Wealth Asset Management
Iowa
$272K -$79.9K -400 -21%
ST
671
Spinnaker Trust
Maine
$267K – – –
MWM
672
Maridea Wealth Management
New York
$264K +$289K +1,447 New
CAM
673
Clark Asset Management
New Hampshire
$263K – – –
FWTB
674
First Western Trust Bank
Colorado
$263K – – –
CFM
675
Catalyst Funds Management
Australia
$263K +$288K +1,441 New
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