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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
RF
701
Rossby Financial
Florida
$233K +$298K +1,544 New
GCM
702
Gallacher Capital Management
Colorado
$233K -$18.7K -97 -6%
IA
703
IFP Advisors
Florida
$233K -$284K -1,471 -50%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
704
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$232K +$284K +1,468 New
SAI
705
Savvy Advisors Inc
New York
$232K +$9.86K +51 +4%
FBT
706
First Bank & Trust
South Dakota
$231K +$13.7K +71 +5%
SFI
707
Siemens Fonds Invest
Germany
$229K +$10K +52 +4%
VFA
708
Valeo Financial Advisors
Indiana
$229K +$22.4K +116 +9%
CFG
709
Citizens Financial Group
Rhode Island
$229K +$65.9K +341 +31%
FWTB
710
First Western Trust Bank
Colorado
$228K -$62.4K -323 -18%
CAM
711
Clark Asset Management
New Hampshire
$228K +$7.34K +38 +3%
IB
712
Intrust Bank
Kansas
$228K -$2.51K -13 -0.9%
PB
713
Pinnacle Bancorp
Nebraska
$228K
CCM
714
Consolidated Capital Management
California
$228K +$278K +1,440 New
UCFA
715
United Capital Financial Advisors
Texas
$226K +$53.3K +276 +24%
RS
716
Robeco Schweiz
Switzerland
$224K +$37.1K +192 +16%
SCM
717
Sheridan Capital Management
California
$223K
OWA
718
One Wealth Advisors
California
$221K -$255K -1,320 -49%
PGF
719
Plan Group Financial
Oklahoma
$221K +$271K +1,400 New
EFG
720
Ehrlich Financial Group
California
$221K
CBTWT
721
Community Bank & Trust (Waco, Texas)
Texas
$217K -$9.66K -50 -4%
CWM
722
Congress Wealth Management
Massachusetts
$217K -$3.97M -20,536 -94%
MIM
723
Moseley Investment Management
Florida
$215K +$5.22K +27 +2%
WAP
724
Wealthcare Advisory Partners
Pennsylvania
$215K -$6.18K -32 -2%
SW
725
SkyOak Wealth
Michigan
$213K -$293K -1,518 -53%