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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Evermay Wealth Management
Virginia
$93K
PMFA
702
Plante Moran Financial Advisors
Michigan
$92K
HIA
703
Harbor Investment Advisory
Maryland
$91.8K -$143 -1 -0.2%
OA
704
Operose Advisors
Wisconsin
$89.9K +$83.2K +580 New
UB
705
UMB Bank
Missouri
$82.6K +$21.9K +153 +40%
Kayne Anderson Rudnick Investment Management
706
Kayne Anderson Rudnick Investment Management
California
$82.4K +$76.3K +532 New
CFGS
707
Concourse Financial Group Securities
Alabama
$77.5K
LC
708
Lindbrook Capital
California
$75.1K +$1.86K +13 +3%
AF
709
Allworth Financial
California
$72.2K -$67.7K -472 -50%
LSA
710
Leonteq Securities AG
Switzerland
$71.7K +$4.73K +33 +8%
FHA
711
First Horizon Advisors
Tennessee
$69.4K -$1.72K -12 -3%
PPA
712
Painted Porch Advisors
California
$69.2K -$20.2K -141 -24%
SAM
713
Smartleaf Asset Management
Massachusetts
$68.4K +$27.1K +189 +74%
AF
714
Advisornet Financial
Minnesota
$64.7K +$143 +1 +0.2%
BWL
715
Bogart Wealth LLC
Virginia
$62.9K +$861 +6 +2%
QL
716
Quarry LP
New York
$60.7K +$5.74K +40 +11%
CT
717
Clearstead Trust
Maine
$55.8K
FRA
718
Front Row Advisors
California
$54.2K -$9.76K -68 -16%
EWA
719
EverSource Wealth Advisors
Alabama
$53.1K -$228K -1,587 -82%
RA
720
Rise Advisors
New York
$52.5K +$143 +1 +0.3%
HWM
721
Hemington Wealth Management
Virginia
$52K +$56.1K +391 New
NIC
722
Northwest Investment Counselors
Oregon
$50.8K +$47.1K +328 New
PCMC
723
Planning Capital Management Corporation
Pennsylvania
$50.5K +$46.8K +326 New
RFS
724
Richardson Financial Services
Massachusetts
$50K -$50.8K -354 -50%
BIA
725
Bell Investment Advisors
California
$49.6K +$1.15K +8 +3%