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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
701
Community Bank & Trust (Waco, Texas)
Texas
$268K
SWM
702
Spire Wealth Management
Virginia
$268K +$103K +541 +65%
GRP
703
Global Retirement Partners
California
$264K -$22.2K -116 -8%
MIM
704
Moseley Investment Management
Florida
$263K -$5.92K -31 -2%
Bessemer Group
705
Bessemer Group
New Jersey
$263K +$33.8K +177 +15%
KWA
706
Kingswood Wealth Advisors
California
$262K -$18.7K -98 -7%
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$262K -$382 -2 -0.1%
HI
708
Harbour Investments
Wisconsin
$259K -$8.79K -46 -3%
3IP
709
3Chopt Investment Partners
Virginia
$259K -$170K -892 -40%
EI
710
EDMP Inc
Florida
$258K
RF
711
Rossby Financial
Florida
$258K -$14K -73 -5%
PA
712
Pinnacle Associates
New York
$257K +$2.68K +14 +1%
SEIA
713
Signature Estate & Investment Advisors
California
$257K +$191 +1 +0.1%
OL
714
Optas LLC
Texas
$256K +$8.6K +45 +4%
BMCM
715
Bryn Mawr Capital Management
Pennsylvania
$256K +$250K +1,310 New
MK
716
MASTERINVEST Kapitalanlage
$255K +$250K +1,307 New
BPWM
717
Badgley Phelps Wealth Managers
Washington
$255K
EH
718
Equitable Holdings
New York
$255K +$249K +1,303 New
MG
719
Marex Group
$255K +$249K +1,303 New
IC
720
IEQ Capital
California
$255K -$414K -2,166 -62%
TCBWMS
721
Texas Capital Bank Wealth Management Services
Texas
$254K +$249K +1,302 New
VFA
722
Valeo Financial Advisors
Indiana
$253K +$248K +1,296 New
SWP
723
Stratos Wealth Partners
Ohio
$253K +$11.7K +61 +5%
FWCM
724
Ferguson Wellman Capital Management
Oregon
$251K
IB
725
Intrust Bank
Kansas
$250K -$4.21K -22 -2%