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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
676
Regions Financial Corp
Alabama
$257K +$14.7K +76 +5%
FFM
677
Forum Financial Management
Illinois
$256K -$129K -670 -29%
CCG
678
Catalina Capital Group
California
$256K -$74.2K -384 -19%
MC
679
Machina Capital
France
$256K +$313K +1,618 New
FPAS
680
Focus Partners Advisor Solutions
Missouri
$254K +$311K +1,607 New
BCG
681
BayBridge Capital Group
California
$253K – – –
GCM
682
Genus Capital Management
British Columbia, Canada
$253K +$309K +1,600 New
SAM
683
Smartleaf Asset Management
Massachusetts
$250K -$386 -2 -0.1%
BC
684
Bridgefront Capital
Texas
$249K -$310K -1,605 -50%
FFP
685
FourThought Financial Partners
Florida
$248K -$3.48K -18 -1%
PK
686
Pflug Koory
Nebraska
$245K – – –
PL
687
Perpetual Ltd
Australia
$243K +$297K +1,536 New
WBC
688
Westpac Banking Corp
Australia
$243K +$297K +1,536 New
EWA
689
EP Wealth Advisors
California
$243K +$20.3K +105 +7%
KCM
690
Kathmere Capital Management
Pennsylvania
$240K -$4.25K -22 -1%
AWA
691
Aaron Wealth Advisors
Illinois
$239K +$37.5K +194 +15%
QFA
692
Quantum Financial Advisors
California
$238K +$193 +1 +0.1%
CAM
693
Covenant Asset Management
New Jersey
$238K -$1.35K -7 -0.5%
KWA
694
Kingswood Wealth Advisors
California
$237K -$215K -1,113 -43%
FIB
695
First Interstate Bank
Montana
$237K – – –
CWM
696
Cahaba Wealth Management
Georgia
$236K – – –
FWCM
697
Ferguson Wellman Capital Management
Oregon
$235K +$39K +202 +16%
AFG
698
Atomi Financial Group
New York
$235K -$10.6K -55 -4%
PA
699
Procyon Advisors
Connecticut
$235K +$287K +1,484 New
CPIG
700
Chicago Partners Investment Group
Illinois
$234K +$287K +1,486 New
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