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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Aigen Investment Management
New York
$306K +$260K +1,311 New
BPWM
702
Badgley Phelps Wealth Managers
Washington
$304K – – –
GCS
703
Gordian Capital (Singapore)
Singapore
$303K +$258K +1,300 New
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$302K -$9.31K -47 -4%
PK
705
Pflug Koory
Nebraska
$299K – – –
HSA
706
HBK Sorce Advisory
Pennsylvania
$298K +$6.54K +33 +3%
ZF
707
Zhang Financial
Michigan
$296K +$252K +1,270 New
GCP
708
GSA Capital Partners
United Kingdom
$296K -$201K -1,016 -44%
CIG
709
Cullen Investment Group
Louisiana
$293K +$991 +5 +0.4%
IB
710
Intrust Bank
Kansas
$290K – – –
EWM
711
Evercore Wealth Management
New York
$287K – – –
SB
712
SIG Brokerage
New York
$286K -$3.73M -18,810 -94%
IC
713
IEQ Capital
California
$283K -$26.8K -135 -10%
CSA
714
Cottage Street Advisors
Massachusetts
$280K +$238K +1,200 New
FIB
715
First Interstate Bank
Montana
$280K -$59.5K -300 -20%
FSA
716
Fort Sheridan Advisors
Illinois
$280K – – –
PE
717
PCM Encore
Colorado
$279K -$12.5K -63 -5%
GCM
718
Gallacher Capital Management
Colorado
$279K -$105K -531 -31%
CKAIS
719
Christensen King & Associates Investment Services
Washington
$277K – – –
BTI
720
Blue Trust Inc
Georgia
$276K -$1.39K -7 -0.6%
MCC
721
Money Concepts Capital
Florida
$275K -$396 -2 -0.2%
FC
722
FORA Capital
Florida
$273K +$232K +1,172 New
WTC
723
WhitTier Trust Company
Nevada
$273K +$4.56K +23 +2%
SAP
724
Strategic Advisory Partners
North Carolina
$272K – – –
SWP
725
Stratos Wealth Partners
Ohio
$269K +$228K +1,152 New
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