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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
701
Herold Advisors
New York
– -$159K -1,800 Closed
RCA
702
Ranch Capital Advisors
Florida
– -$138K -1,558 Closed
LWM
703
Liberty Wealth Management
California
– -$115K -1,212 Closed
SOW
704
State of Wyoming
Wyoming
– -$97K -1,092 Closed
SPIA
705
Steward Partners Investment Advisory
New York
– -$71K -800 Closed
CAGAS
706
Capital Advisory Group Advisory Services
Minnesota
– -$68K -766 Closed
PCM
707
Pinz Capital Management
New York
– -$58K -600 Closed
BC
708
Bartlett & Co
Ohio
– -$51K -578 Closed
BCWM
709
Bartlett & Co Wealth Management
Ohio
– -$51.2K -578 Closed
AWM
710
Atticus Wealth Management
Florida
– -$39K -442 Closed
DOA
711
D'Orazio & Associates
Virginia
– -$23K -264 Closed
HI
712
Harbour Investments
Wisconsin
– -$16K -186 Closed
RTL
713
Red Tortoise LLC
Georgia
– -$8K -144 Closed
KIG
714
Kowal Investment Group
Wisconsin
– -$6K -72 Closed
AWA
715
Arkadios Wealth Advisors
Georgia
– -$5K -66 Closed
CFA
716
Cahill Financial Advisors
Minnesota
– -$6K -66 Closed
CPC
717
Consolidated Planning Corp
Georgia
– -$2K -26 Closed
JCM
718
Jacobi Capital Management
Pennsylvania
– -$2K -20 Closed
FMP
719
Financial Management Professionals
Texas
– -$1K -16 Closed
M1FG
720
Mach-1 Financial Group
Arkansas
– +$559 +6 New
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