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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
BA
701
Bridgewater Advisors
New York
$268K +$20.6K +108 +8%
CBTWT
702
Community Bank & Trust (Waco, Texas)
Texas
$268K – – –
SWM
703
Spire Wealth Management
Virginia
$268K +$103K +541 +65%
GRP
704
Global Retirement Partners
California
$264K -$22.2K -116 -8%
MIM
705
Moseley Investment Management
Florida
$263K -$5.92K -31 -2%
Bessemer Group
706
Bessemer Group
New Jersey
$263K +$33.8K +177 +15%
KWA
707
Kingswood Wealth Advisors
California
$262K -$18.7K -98 -7%
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$262K -$382 -2 -0.1%
HI
709
Harbour Investments
Wisconsin
$259K -$8.79K -46 -3%
3IP
710
3Chopt Investment Partners
Virginia
$259K -$170K -892 -40%
EI
711
EDMP Inc
Florida
$258K – – –
RF
712
Rossby Financial
Florida
$258K -$14K -73 -5%
PA
713
Pinnacle Associates
New York
$257K +$2.68K +14 +1%
SEIA
714
Signature Estate & Investment Advisors
California
$257K +$191 +1 +0.1%
OL
715
Optas LLC
Texas
$256K +$8.6K +45 +4%
BMCM
716
Bryn Mawr Capital Management
Pennsylvania
$256K +$250K +1,310 New
MK
717
MASTERINVEST Kapitalanlage
$255K +$250K +1,307 New
BPWM
718
Badgley Phelps Wealth Managers
Washington
$255K – – –
EH
719
Equitable Holdings
New York
$255K +$249K +1,303 New
MG
720
Marex Group
$255K +$249K +1,303 New
IC
721
IEQ Capital
California
$255K -$414K -2,166 -62%
TCBWMS
722
Texas Capital Bank Wealth Management Services
Texas
$254K +$249K +1,302 New
VFA
723
Valeo Financial Advisors
Indiana
$253K +$248K +1,296 New
SWP
724
Stratos Wealth Partners
Ohio
$253K +$11.7K +61 +5%
FWCM
725
Ferguson Wellman Capital Management
Oregon
$251K – – –