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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
776
Princeton Global Asset Management
New Jersey
$9.04K – – –
KFI
777
Key Financial Inc
Pennsylvania
$8.75K – – –
OWA
778
Opal Wealth Advisors
New York
$8.47K -$894 -6 -9%
IC
779
Innealta Capital
Texas
$8.19K +$8.64K +58 New
FUBT
780
First United Bank & Trust
Maryland
$7.91K – – –
DCM
781
Davidson Capital Management
Texas
$7.34K – – –
FMII
782
Farmers & Merchants Investments Inc
Nebraska
$7.34K – – –
S
783
Sachetta
Massachusetts
$7.19K +$8.35K +56 +140%
MFT
784
Moisand Fitzgerald Tamayo
Florida
$6.5K – – –
HI
785
Harbour Investments
Wisconsin
$5.93K +$894 +6 +17%
SIC
786
SJS Investment Consulting
Ohio
$5.65K – – –
FFO
787
Fortitude Family Office
Arizona
$5.65K – – –
AFWM
788
Abich Financial Wealth Management
Virginia
$5.37K -$596 -4 -10%
CP
789
Castleview Partners
Texas
$5.08K – – –
TWP
790
Triad Wealth Partners
Kansas
$5.08K +$5.37K +36 New
HNB
791
Hilltop National Bank
Wyoming
$4.24K – – –
PFBT
792
Parkside Financial Bank & Trust
Missouri
$4.24K – – –
AW
793
Avion Wealth
Texas
$4K +$1.79K +12 +67%
MG
794
Mather Group
Illinois
$3.81K +$3.58K +24 New
AT
795
Arlington Trust
Alabama
$3.67K – – –
DF
796
Dunhill Financial
United Kingdom
$3.67K – – –
DPW
797
DiNuzzo Private Wealth
Pennsylvania
$3.67K +$596 +4 +18%
CFO
798
CVA Family Office
Colorado
$3.67K +$3.88K +26 New
HCP
799
Hexagon Capital Partners
Arkansas
$3.39K – – –
AS
800
Altshuler Shaham
Israel
$3.39K -$1.19K -8 -25%
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