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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
751
Mirabella Financial Services
United Kingdom
$207K +$217K +1,157 New
CW
752
CreativeOne Wealth
Kansas
$206K -$1.19M -6,338 -85%
CI
753
Cigna Investments
Connecticut
$206K – – –
CWG
754
Cornerstone Wealth Group
North Carolina
$205K +$215K +1,149 New
GAG
755
Goodman Advisory Group
Massachusetts
$205K – – –
JSW
756
Journey Strategic Wealth
New Jersey
$205K +$1.5K +8 +0.7%
HI
757
Harbour Investments
Wisconsin
$203K -$35.2K -188 -14%
AC
758
AlphaCore Capital
California
$203K +$213K +1,135 New
WRPWM
759
Werba Rubin Papier Wealth Management
California
$202K +$212K +1,131 New
FFN
760
Focus Financial Network
Minnesota
$201K – – –
HNB
761
Huntington National Bank
Ohio
$201K -$7.5K -40 -3%
LSA
762
Leonteq Securities AG
Switzerland
$193K +$112K +597 +123%
AF
763
Allworth Financial
California
$190K +$59.4K +317 +42%
RCM
764
Richardson Capital Management
Wisconsin
$179K – – –
CT
765
Colonial Trust
South Carolina
$168K +$31.9K +170 +22%
CFB
766
Cullen/Frost Bankers
Texas
$167K +$39K +208 +29%
OAM
767
Ostrum Asset Management
France
$153K -$53.2K -284 -25%
JFGIW
768
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$749 -4 -0.5%
CAL
769
Capital Advisors Ltd
Ohio
$146K – – –
AWM
770
Activest Wealth Management
Florida
$144K -$5.62K -30 -4%
ZBNA
771
Zions Bancorporation, National Association
Utah
$137K +$95.4K +509 +197%
AIC
772
Archer Investment Corporation
Indiana
$132K -$318K -1,696 -70%
VNA
773
Valley National Advisers
Pennsylvania
$127K -$69K -368 -34%
SWM
774
Spire Wealth Management
Virginia
$126K -$125K -667 -49%
SAG
775
SageView Advisory Group
California
$126K +$132K +703 New
29 30
31
32 33