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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
751
Strategic Blueprint
Georgia
$220K +$215K +1,126 New
AG
752
Algert Global
California
$219K -$2.4M -12,539 -92%
MIA
753
MainStreet Investment Advisors
Illinois
$219K -$66.9K -350 -24%
PCMC
754
Paragon Capital Management (Colorado)
Colorado
$218K +$213K +1,114 New
MWM
755
MOKAN Wealth Management
Kansas
$217K +$213K +1,113 New
TA
756
TFB Advisors
Kansas
$217K -$82.9K -434 -28%
LP
757
LGL Partners
Pennsylvania
$216K – – –
CCM
758
Copeland Capital Management
Pennsylvania
$216K +$956 +5 +0.5%
HSA
759
HBK Sorce Advisory
Pennsylvania
$213K +$214K +1,120 New
VNA
760
Valley National Advisers
Pennsylvania
$212K -$6.12K -32 -3%
DWM
761
Diversify Wealth Management
Utah
$212K -$1.15K -6 -0.5%
KIM
762
Kestra Investment Management
Texas
$211K -$924K -4,835 -82%
CSA
763
Cottage Street Advisors
Massachusetts
$210K +$205K +1,072 New
CAG
764
Crestwood Advisors Group
Massachusetts
$209K +$205K +1,070 New
LIM
765
Leavell Investment Management
Alabama
$208K +$204K +1,066 New
SLC
766
Second Line Capital
Louisiana
$207K +$202K +1,057 New
SAM
767
Silvercrest Asset Management
New York
$205K +$201K +1,050 New
GXJ
768
Global X Japan
Japan
$204K +$196K +1,023 +5,384%
PS
769
Planned Solutions
California
$203K +$199K +1,040 New
PWA
770
Providence Wealth Advisors
Illinois
$202K – – –
A
771
AlphaQuest
New York
$200K -$45.5K -238 -19%
RCM
772
Richardson Capital Management
Wisconsin
$195K +$191K +1,000 New
LS
773
Livforsakringsbolaget Skandia
Sweden
$195K -$57.3K -300 -23%
IA
774
IFP Advisors
Florida
$189K -$102K -533 -36%
VEA
775
Virtus ETF Advisers
New York
$188K -$30.4K -159 -14%
29 30
31
32 33