We are live on ! Find out more
WSM icon

Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
751
D'Orazio & Associates
Virginia
$237K +$201K +1,016 New
KIM
752
Kestra Investment Management
Texas
$236K +$200K +1,011 New
MA
753
MONECO Advisors
Connecticut
$234K +$199K +1,006 New
BW
754
Basepoint Wealth
Iowa
$234K -$44.8K -226 -18%
VCA
755
Verdence Capital Advisors
Maryland
$234K +$199K +1,002 New
RCM
756
Richardson Capital Management
Wisconsin
$233K – – –
SMBT
757
Southern Michigan Bank & Trust
Michigan
$233K – – –
OMIC
758
Old Mission Investment Co
Michigan
$233K +$198K +1,000 New
T
759
Tableaux
Massachusetts
$233K +$198K +1,000 New
VIP
760
Viewpoint Investment Partners
Alberta, Canada
$233K +$198K +1,000 New
LS
761
Livforsakringsbolaget Skandia
Sweden
$233K – – –
TCOK
762
Trust Company of Kansas
Kansas
$233K +$198K +1,000 New
GHA
763
GW Henssler & Associates
Georgia
$231K +$196K +991 New
CWG
764
Cornerstone Wealth Group
North Carolina
$230K -$29.5K -149 -13%
FFN
765
Focus Financial Network
Minnesota
$229K +$195K +983 New
SAI
766
Savvy Advisors Inc
New York
$229K +$195K +983 New
V
767
ViaWealth
Kansas
$228K +$194K +980 New
PWA
768
Providence Wealth Advisors
Illinois
$228K +$200K +1,010 New
AC
769
Apella Capital
Connecticut
$228K +$1.39K +7 +0.7%
SFO
770
Stenger Family Office
Illinois
$227K +$193K +972 New
AWM
771
Avior Wealth Management
Nebraska
$226K +$192K +971 New
LIM
772
Leavell Investment Management
Alabama
$225K +$191K +966 New
GSC
773
Ground Swell Capital
South Carolina
$224K +$190K +959 New
DADC
774
D.A. Davidson & Co
Montana
$223K -$130K -656 -41%
ACP
775
Aviance Capital Partners
Florida
$223K +$189K +955 New
29 30
31
32 33