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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
676
Catalyst Funds Management
Australia
$263K +$288K +1,441 New
PB
677
Pinnacle Bancorp
Nebraska
$263K – – –
Valeo Financial Advisors
678
Valeo Financial Advisors
Indiana
$260K +$14.4K +72 +5%
MassMutual Private Wealth & Trust
679
MassMutual Private Wealth & Trust
Connecticut
$258K -$62.1K -311 -18%
SCM
680
Sheridan Capital Management
California
$257K +$200 +1 +0.1%
PGF
681
Plan Group Financial
Oklahoma
$255K – – –
EFG
682
Ehrlich Financial Group
California
$255K – – –
LTAS
683
Linden Thomas Advisory Services
North Carolina
$254K -$7.39K -37 -3%
CAM
684
Claret Asset Management
Quebec, Canada
$254K – – –
SGCM
685
Sanchez Gaunt Capital Management
Nevada
$254K +$278K +1,393 New
Arax Advisory Partners
686
Arax Advisory Partners
Colorado
$253K -$75.3K -377 -21%
TAM
687
Trust Asset Management
Texas
$247K – – –
TCBWMS
688
Texas Capital Bank Wealth Management Services
Texas
$247K +$5.19K +26 +2%
IEQ Capital
689
IEQ Capital
California
$246K +$10.4K +52 +4%
1C
690
111 Capital
France
$245K -$42.5K -213 -14%
WAP
691
Wealthcare Advisory Partners
Pennsylvania
$244K -$14.8K -74 -5%
VAG
692
VisionPoint Advisory Group
Texas
$243K +$2.6K +13 +1%
CBTWT
693
Community Bank & Trust (Waco, Texas)
Texas
$243K -$3.99K -20 -1%
FFP
694
FourThought Financial Partners
Florida
$242K -$98.4K -493 -27%
MAS
695
Meeder Advisory Services
Ohio
$241K +$23.4K +117 +10%
Signature Estate & Investment Advisors
696
Signature Estate & Investment Advisors
California
$239K -$200 -1 -0.1%
MIM
697
Moseley Investment Management
Florida
$239K -$6.99K -35 -3%
PFM
698
Patton Fund Management
Texas
$238K – – –
Pinnacle Associates
699
Pinnacle Associates
New York
$238K -$998 -5 -0.4%
Badgley Phelps Wealth Managers
700
Badgley Phelps Wealth Managers
Washington
$238K – – –