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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
751
Anchor Investment Management
South Carolina
$122K – – –
PPA
752
Painted Porch Advisors
California
$122K +$33.3K +210 +47%
EWM
753
Evermay Wealth Management
Virginia
$111K – – –
WT
754
Whittier Trust
California
$111K -$8.41K -53 -8%
PMFA
755
Plante Moran Financial Advisors
Michigan
$110K – – –
HIA
756
Harbor Investment Advisory
Maryland
$110K – – –
WTC
757
WhitTier Trust Company
Nevada
$104K +$52.2K +329 +142%
BLC
758
Brown, Lisle/Cummings
Rhode Island
$104K +$88.9K +560 New
GLF
759
Groupe la Francaise
France
$95.4K +$81.9K +516 New
AF
760
Allworth Financial
California
$94.9K -$3.02K -19 -4%
ADL
761
Asset Dedication LLC
California
$86.7K -$52.7K -332 -42%
PSFG
762
Park Square Financial Group
Georgia
$86.3K +$73.9K +466 New
GRP
763
Global Retirement Partners
California
$82K +$22.5K +142 +47%
SS
764
SBI Securities
Japan
$80.7K +$69.2K +436 New
LC
765
Lindbrook Capital
California
$78.1K -$10K -63 -13%
HWM
766
Hemington Wealth Management
Virginia
$77K +$4.28K +27 +7%
AF
767
Advisornet Financial
Minnesota
$75.7K -$1.27K -8 -2%
BWL
768
Bogart Wealth LLC
Virginia
$75.2K – – –
EWA
769
EverSource Wealth Advisors
Alabama
$73.4K +$8.41K +53 +15%
MHR
770
Matthew Hamilton Rosenberg
$68.5K +$24.1K +152 +70%
LC
771
Lavaca Capital
Texas
$68.1K +$58.4K +368 New
FRA
772
Front Row Advisors
California
$64.8K – – –
RA
773
Rise Advisors
New York
$62.9K +$159 +1 +0.3%
CT
774
Clearstead Trust
Maine
$62K -$3.97K -25 -7%
VCM
775
Versant Capital Management
Arizona
$60.7K +$7.62K +48 +17%
29 30
31
32 33