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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
751
Contravisory Investment Management
Massachusetts
$19.5K +$1.72K +12 +11%
FDCP
752
Foster Dykema Cabot & Partners
Massachusetts
$18.9K – – –
MFC
753
Mechanics Financial Corp
Ohio
$18.6K – – –
WT
754
Washington Trust
Rhode Island
$18.6K – – –
FPFS
755
First Personal Financial Services
North Carolina
$18.3K +$16.9K +118 New
MAM
756
Meeder Asset Management
Ohio
$17.2K -$2.44K -17 -13%
WWP
757
WR Wealth Planners
Missouri
$16.4K +$12.9K +90 +563%
BCMLT
758
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K +$15.2K +106 New
CTC
759
Cetera Trust Company
Minnesota
$16.1K – – –
JWA
760
JFS Wealth Advisors
Pennsylvania
$16K +$430 +3 +3%
CNBTD
761
Citizens National Bank Trust Department
Mississippi
$15.5K – – –
RS
762
Rakuten Securities
Japan
$15.5K +$14.3K +100 New
SSB
763
Sandy Spring Bank
Maryland
$15K -$2.73K -19 -16%
RL
764
Rogco LP
Oklahoma
$14.9K -$1.44K -10 -9%
PWMG
765
Private Wealth Management Group
New Jersey
$13.9K – – –
CA
766
Continuum Advisory
Idaho
$13.5K +$12.5K +87 +544%
MA
767
MCF Advisors
Kentucky
$13K -$1.15K -8 -9%
T
768
Tidemark
California
$13K – – –
WIM
769
Westside Investment Management
California
$13K – – –
SIC
770
Salem Investment Counselors
North Carolina
$12.4K -$4.2M -29,250 -100%
TPW
771
Talon Private Wealth
Florida
$12.1K +$11.2K +78 New
MCM
772
Manchester Capital Management
Vermont
$11.9K -$1.86K -13 -14%
W
773
WealthCollab
Washington
$11.5K – – –
HCA
774
Harbor Capital Advisors
Illinois
$11K +$10.2K +71 New
CA
775
CoreCap Advisors
Michigan
$10.7K +$9.9K +69 New
29 30
31
32 33