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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
701
Plan Group Financial
Oklahoma
$250K – – –
GCS
702
Gordian Capital (Singapore)
Singapore
$250K +$262K +1,400 New
EFG
703
Ehrlich Financial Group
California
$249K – – –
CAM
704
Claret Asset Management
Quebec, Canada
$249K -$562 -3 -0.2%
CIG
705
Cullen Investment Group
Louisiana
$249K +$749 +4 +0.3%
HSA
706
HBK Sorce Advisory
Pennsylvania
$249K +$1.31K +7 +0.6%
SI
707
Saxon Interests
Texas
$249K -$126K -674 -33%
MA
708
Mutual Advisors
Nebraska
$247K +$10.5K +56 +4%
BMCM
709
Bryn Mawr Capital Management
Pennsylvania
$245K +$12K +64 +5%
CBTWT
710
Community Bank & Trust (Waco, Texas)
Texas
$245K – – –
BW
711
Basepoint Wealth
Iowa
$244K -$203K -1,082 -44%
VFA
712
Valeo Financial Advisors
Indiana
$242K +$11.4K +61 +5%
TAM
713
Trust Asset Management
Texas
$242K -$9.18K -49 -3%
MG
714
Marex Group
$241K +$8.81K +47 +4%
MIM
715
Moseley Investment Management
Florida
$241K – – –
SWP
716
Stratos Wealth Partners
Ohio
$238K +$7.87K +42 +3%
GCM
717
Genus Capital Management
British Columbia, Canada
$238K -$3.18M -16,947 -93%
PWP
718
Phillips Wealth Planners
Mississippi
$238K -$21.7K -116 -10%
TCBWMS
719
Texas Capital Bank Wealth Management Services
Texas
$237K +$4.68K +25 +2%
EI
720
EDMP Inc
Florida
$236K – – –
VAG
721
VisionPoint Advisory Group
Texas
$236K +$248K +1,321 New
SEIA
722
Signature Estate & Investment Advisors
California
$235K – – –
EC
723
EntryPoint Capital
New York
$234K +$246K +1,311 New
PA
724
Pinnacle Associates
New York
$234K -$937 -5 -0.4%
PFM
725
Patton Fund Management
Texas
$233K -$28.1K -150 -10%
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