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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
776
Asset Dedication LLC
California
$76.5K – – –
HWM
777
Hemington Wealth Management
Virginia
$76K -$2.35K -15 -3%
AAS
778
Ameritas Advisory Services
Nebraska
$72K +$69.2K +441 New
AAP
779
Arax Advisory Partners
Colorado
$71.9K -$4.24K -27 -7%
BWL
780
Bogart Wealth LLC
Virginia
$66.8K +$471 +3 +0.7%
AF
781
Advisornet Financial
Minnesota
$66.8K -$16.2K -103 -20%
MHR
782
Matthew Hamilton Rosenberg
$64.5K – – –
PSFG
783
Park Square Financial Group
Georgia
$60.6K +$20.6K +131 +55%
MSE
784
MUFG Securities EMEA
United Kingdom
$59.3K +$57K +363 New
TPW
785
Talon Private Wealth
Florida
$56.2K +$54K +344 New
SS
786
SBI Securities
Japan
$55.5K +$1.41K +9 +3%
OL
787
OneFund LLC
Florida
$51K +$48.7K +310 New
CH
788
Cromwell Holdings
Wyoming
$50.8K +$48.2K +307 +7,675%
OP
789
ORG Partners
Indiana
$50.6K +$1.41K +9 +3%
RFS
790
Richardson Financial Services
Massachusetts
$48K +$44.6K +284 New
PPA
791
Painted Porch Advisors
California
$45.9K -$4.24K -27 -9%
BIA
792
Bell Investment Advisors
California
$44.3K +$1.1K +7 +3%
CT
793
Clearstead Trust
Maine
$44.1K +$942 +6 +2%
CAL
794
Capital Analysts LLC
Pennsylvania
$43K – – –
RA
795
Rise Advisors
New York
$41.1K +$314 +2 +0.8%
FRA
796
Front Row Advisors
California
$40.8K – – –
SIM
797
Sentry Investment Management
Wisconsin
$37K – – –
VT
798
Volterra Technologies
New York
$36.3K +$34.9K +222 New
KA
799
Kozak & Associates
Colorado
$35K – – –
SWA
800
SOA Wealth Advisors
New York
$34.5K – – –
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