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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
676
Pinnacle Bancorp
Nebraska
$263K – – –
VFA
677
Valeo Financial Advisors
Indiana
$260K +$14.4K +72 +5%
MPWT
678
MassMutual Private Wealth & Trust
Connecticut
$258K -$62.1K -311 -18%
SCM
679
Sheridan Capital Management
California
$257K +$200 +1 +0.1%
PGF
680
Plan Group Financial
Oklahoma
$255K – – –
EFG
681
Ehrlich Financial Group
California
$255K – – –
LTAS
682
Linden Thomas Advisory Services
North Carolina
$254K -$7.39K -37 -3%
CAM
683
Claret Asset Management
Quebec, Canada
$254K – – –
SGCM
684
Sanchez Gaunt Capital Management
Nevada
$254K +$278K +1,393 New
AAP
685
Arax Advisory Partners
Colorado
$253K -$75.3K -377 -21%
TAM
686
Trust Asset Management
Texas
$247K – – –
TCBWMS
687
Texas Capital Bank Wealth Management Services
Texas
$247K +$5.19K +26 +2%
IC
688
IEQ Capital
California
$246K +$10.4K +52 +4%
1C
689
111 Capital
France
$245K -$42.5K -213 -14%
WAP
690
Wealthcare Advisory Partners
Pennsylvania
$244K -$14.8K -74 -5%
VAG
691
VisionPoint Advisory Group
Texas
$243K +$2.6K +13 +1%
CBTWT
692
Community Bank & Trust (Waco, Texas)
Texas
$243K -$3.99K -20 -1%
FFP
693
FourThought Financial Partners
Florida
$242K -$98.4K -493 -27%
MAS
694
Meeder Advisory Services
Ohio
$241K +$23.4K +117 +10%
SEIA
695
Signature Estate & Investment Advisors
California
$239K -$200 -1 -0.1%
MIM
696
Moseley Investment Management
Florida
$239K -$6.99K -35 -3%
PFM
697
Patton Fund Management
Texas
$238K – – –
PA
698
Pinnacle Associates
New York
$238K -$998 -5 -0.4%
BPWM
699
Badgley Phelps Wealth Managers
Washington
$238K – – –
PK
700
Pflug Koory
Nebraska
$234K -$45.9K -230 -15%
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