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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
SAP
726
Strategic Advisory Partners
North Carolina
$272K – – –
SWP
727
Stratos Wealth Partners
Ohio
$269K +$228K +1,152 New
KCM
728
Kathmere Capital Management
Pennsylvania
$268K -$14.7K -74 -6%
PF
729
Phoenix Financial
Israel
$266K -$1.98K -10 -0.9%
TCBWMS
730
Texas Capital Bank Wealth Management Services
Texas
$265K -$42.8K -216 -16%
SWA
731
Strata Wealth Advisors
Texas
$264K +$225K +1,134 New
RFC
732
Regions Financial Corp
Alabama
$262K +$223K +1,126 New
TW
733
Trajan Wealth
Arizona
$262K -$12.7K -64 -5%
TA
734
TFB Advisors
Kansas
$262K -$2.38K -12 -1%
PCMC
735
Paragon Capital Management (Colorado)
Colorado
$260K – – –
EGM
736
Engineers Gate Manager
New York
$259K +$220K +1,110 New
ANBT
737
American National Bank & Trust
Texas
$258K +$163K +821 +288%
KPPF
738
Klein Pavlis & Peasley Financial
California
$257K +$218K +1,102 New
CI
739
Cigna Investments
Connecticut
$255K -$11.5K -58 -5%
CFG
740
Compass Financial Group
Ohio
$254K +$216K +1,089 New
SW
741
Simplicity Wealth
New Jersey
$249K +$212K +1,069 New
BB
742
Berkshire Bank
Massachusetts
$248K -$16.8K -85 -7%
AF
743
Allworth Financial
California
$247K -$9.31K -47 -4%
IWC
744
Integrated Wealth Concepts
Massachusetts
$247K +$210K +1,058 New
SAM
745
Silvercrest Asset Management
New York
$245K +$208K +1,050 New
PS
746
Planned Solutions
California
$242K +$206K +1,040 New
RZH
747
Relyea Zuckerberg Hanson
Connecticut
$242K +$206K +1,039 New
Bessemer Group
748
Bessemer Group
New Jersey
$242K +$11.3K +57 +6%
WT
749
Whittier Trust
California
$241K -$7.73K -39 -3%
SLC
750
Second Line Capital
Louisiana
$240K +$204K +1,031 New