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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
726
Mutual Advisors
Nebraska
$249K +$6.88K +36 +3%
CIG
727
Cullen Investment Group
Louisiana
$249K +$573 +3 +0.2%
FC
728
FORA Capital
Florida
$248K -$1.13M -5,937 -82%
TW
729
Trajan Wealth
Arizona
$247K -$39.6K -207 -14%
BTI
730
Blue Trust Inc
Georgia
$245K -$5.73K -30 -2%
CKAIS
731
Christensen King & Associates Investment Services
Washington
$242K – – –
TRCT
732
Tower Research Capital (TRC)
New York
$241K +$37.1K +194 +19%
DT
733
Diversified Trust
Tennessee
$241K -$399K -2,088 -63%
EWM
734
Evercore Wealth Management
New York
$240K -$4.97K -26 -2%
PWP
735
Phillips Wealth Planners
Mississippi
$239K +$2.29K +12 +1%
MWM
736
Maridea Wealth Management
New York
$238K -$281K -1,471 -54%
BB
737
Berkshire Bank
Massachusetts
$235K +$229K +1,200 New
FSA
738
Fort Sheridan Advisors
Illinois
$235K +$229K +1,200 New
ST
739
Spinnaker Trust
Maine
$235K +$229K +1,200 New
MCC
740
Money Concepts Capital
Florida
$234K +$229K +1,199 New
AWM
741
Apollon Wealth Management
South Carolina
$233K +$228K +1,191 New
MA
742
MONECO Advisors
Connecticut
$231K +$226K +1,182 New
HNB
743
Huntington National Bank
Ohio
$227K +$20.3K +106 +10%
WT
744
Whittier Trust
California
$226K +$18K +94 +9%
CI
745
Cigna Investments
Connecticut
$225K +$221K +1,154 New
GAG
746
Goodman Advisory Group
Massachusetts
$224K -$58.1K -304 -21%
CCM
747
Consolidated Capital Management
California
$223K +$218K +1,140 New
JSW
748
Journey Strategic Wealth
New Jersey
$223K -$18.3K -96 -8%
OAM
749
Ostrum Asset Management
France
$222K -$6.88K -36 -3%
FFN
750
Focus Financial Network
Minnesota
$220K +$215K +1,126 New
28 29
30
31 32