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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
751
Phillips Wealth Planners
Mississippi
$240K +$213K +1,077 New
PCG
752
Prosperity Consulting Group
Maryland
$239K +$203K +1,024 New
DOA
753
D'Orazio & Associates
Virginia
$237K +$201K +1,016 New
KIM
754
Kestra Investment Management
Texas
$236K +$200K +1,011 New
MA
755
MONECO Advisors
Connecticut
$234K +$199K +1,006 New
BW
756
Basepoint Wealth
Iowa
$234K -$44.8K -226 -18%
VCA
757
Verdence Capital Advisors
Maryland
$234K +$199K +1,002 New
RCM
758
Richardson Capital Management
Wisconsin
$233K – – –
SMBT
759
Southern Michigan Bank & Trust
Michigan
$233K – – –
OMIC
760
Old Mission Investment Co
Michigan
$233K +$198K +1,000 New
T
761
Tableaux
Massachusetts
$233K +$198K +1,000 New
VIP
762
Viewpoint Investment Partners
Alberta, Canada
$233K +$198K +1,000 New
LS
763
Livforsakringsbolaget Skandia
Sweden
$233K – – –
TCOK
764
Trust Company of Kansas
Kansas
$233K +$198K +1,000 New
GHA
765
GW Henssler & Associates
Georgia
$231K +$196K +991 New
CWG
766
Cornerstone Wealth Group
North Carolina
$230K -$29.5K -149 -13%
FFN
767
Focus Financial Network
Minnesota
$229K +$195K +983 New
SAI
768
Savvy Advisors Inc
New York
$229K +$195K +983 New
V
769
ViaWealth
Kansas
$228K +$194K +980 New
PWA
770
Providence Wealth Advisors
Illinois
$228K +$200K +1,010 New
AC
771
Apella Capital
Connecticut
$228K +$1.39K +7 +0.7%
SFO
772
Stenger Family Office
Illinois
$227K +$193K +972 New
AWM
773
Avior Wealth Management
Nebraska
$226K +$192K +971 New
LIM
774
Leavell Investment Management
Alabama
$225K +$191K +966 New
GSC
775
Ground Swell Capital
South Carolina
$224K +$190K +959 New
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