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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
726
Diversify Wealth Management
Utah
$233K +$3.75K +20 +2%
BPWM
727
Badgley Phelps Wealth Managers
Washington
$233K – – –
IC
728
IEQ Capital
California
$232K -$937 -5 -0.4%
AWM
729
Apollon Wealth Management
South Carolina
$231K +$18.7K +100 +8%
FWCM
730
Ferguson Wellman Capital Management
Oregon
$229K – – –
CAM
731
Congress Asset Management
Massachusetts
$229K -$843K -4,500 -78%
OCBCO
732
Oversea-Chinese Banking Corp (OCBC)
Singapore
$229K +$240K +1,282 New
KWA
733
Kingswood Wealth Advisors
California
$228K -$11.8K -63 -5%
SMA
734
Seven Mile Advisory
New Jersey
$228K -$359K -1,917 -60%
RF
735
Rossby Financial
Florida
$224K -$12.2K -65 -5%
IB
736
Intrust Bank
Kansas
$224K -$3.75K -20 -2%
WT
737
Whittier Trust
California
$224K – – –
EWM
738
Evercore Wealth Management
New York
$220K – – –
BTI
739
Blue Trust Inc
Georgia
$218K -$6.56K -35 -3%
MAS
740
Meeder Advisory Services
Ohio
$216K +$226K +1,207 New
TW
741
Trajan Wealth
Arizona
$215K -$11.2K -60 -5%
BB
742
Berkshire Bank
Massachusetts
$214K – – –
FSA
743
Fort Sheridan Advisors
Illinois
$214K – – –
ICP
744
Interchange Capital Partners
Pennsylvania
$213K +$224K +1,195 New
CKAIS
745
Christensen King & Associates Investment Services
Washington
$212K -$9.93K -53 -4%
MCC
746
Money Concepts Capital
Florida
$211K -$3.56K -19 -2%
PE
747
PCM Encore
Colorado
$210K +$220K +1,175 New
CSPIA
748
Cary Street Partners Investment Advisory
Virginia
$209K +$178K +952 +433%
SAP
749
Strategic Advisory Partners
North Carolina
$209K +$219K +1,169 New
MA
750
MONECO Advisors
Connecticut
$207K -$3.94K -21 -2%
28 29
30
31 32