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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
776
Valued Wealth Advisors
Utah
$6.03K +$3.71K +32 +533%
HI
777
Harbour Investments
Wisconsin
$5.72K -$232 -2 -5%
CP
778
Castleview Partners
Texas
$5.72K – – –
VCM
779
Versant Capital Management
Arizona
$5.72K – – –
AS
780
Altshuler Shaham
Israel
$5.08K +$3.71K +32 New
LI
781
LRI Investments
Florida
$5.08K +$3.71K +32 New
PFBT
782
Parkside Financial Bank & Trust
Missouri
$4.76K -$232 -2 -6%
HNB
783
Hilltop National Bank
Wyoming
$4.76K +$3.48K +30 New
AT
784
Arlington Trust
Alabama
$4.13K – – –
DF
785
Dunhill Financial
United Kingdom
$4.13K – – –
S
786
Sachetta
Massachusetts
$4.04K – – –
HCP
787
Hexagon Capital Partners
Arkansas
$3.81K – – –
DPW
788
DiNuzzo Private Wealth
Pennsylvania
$3.49K – – –
TFA
789
Toth Financial Advisory
Virginia
$3.18K – – –
AW
790
Avion Wealth
Texas
$3K – – –
CA
791
Continuum Advisory
Idaho
$2.87K +$2.09K +18 New
HI
792
Horizon Investments
North Carolina
$2.53K +$697 +6 +60%
PCFFS
793
Pacific Center for Financial Services
California
$1.59K +$1.16K +10 New
CFS
794
CGC Financial Services
Oregon
$1.59K – – –
IHWM
795
Iron Horse Wealth Management
Iowa
$1.59K – – –
WPWM
796
Western Pacific Wealth Management
Illinois
$1.59K +$1.16K +10 New
AWM
797
Abound Wealth Management
Tennessee
$1.32K – – –
RWM
798
Raffa Wealth Management
District of Columbia
$1.27K – – –
WWP
799
WR Wealth Planners
Missouri
$1.27K +$929 +8 New
VL
800
Vima LLC
Michigan
$1.22K – – –
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