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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
776
DT Investment Partners
Pennsylvania
$124K – – –
QC
777
Quent Capital
New York
$119K -$3.19K -17 -2%
DCM
778
Dorato Capital Management
Colorado
$107K +$97.4K +520 New
TFA
779
Transamerica Financial Advisors
Florida
$107K -$8.81K -47 -7%
PMFA
780
Plante Moran Financial Advisors
Michigan
$106K – – –
HIA
781
Harbor Investment Advisory
Maryland
$106K -$3.75K -20 -3%
SOW
782
State of Wyoming
Wyoming
$102K -$25.3K -135 -19%
BLC
783
Brown, Lisle/Cummings
Rhode Island
$100K – – –
OC
784
Oakworth Capital
Alabama
$94.7K – – –
EWA
785
EverSource Wealth Advisors
Alabama
$94.7K -$7.87K -42 -7%
IA
786
IFP Advisors
Florida
$93.9K -$82.8K -442 -46%
UB
787
UMB Bank
Missouri
$92K +$1.12K +6 +1%
OP
788
ORG Partners
Indiana
$84.2K +$2.81K +15 +3%
ADL
789
Asset Dedication LLC
California
$83.6K – – –
AIM
790
Anchor Investment Management
South Carolina
$77.8K -$37.5K -200 -31%
AF
791
Advisornet Financial
Minnesota
$74.2K +$187 +1 +0.2%
BWL
792
Bogart Wealth LLC
Virginia
$73K -$562 -3 -0.7%
RFS
793
Richardson Financial Services
Massachusetts
$71.6K +$8.62K +46 +13%
CP
794
Camelot Portfolios
Ohio
$71.5K +$74.9K +400 New
MHR
795
Matthew Hamilton Rosenberg
$70.5K -$31.5K -168 -30%
CIAM
796
Caitong International Asset Management
Hong Kong
$69.7K +$73.1K +390 New
TM
797
Torren Management
California
$63.2K +$66.3K +354 New
OL
798
OneFund LLC
Florida
$61.1K +$3.75K +20 +6%
CH
799
Cromwell Holdings
Wyoming
$60.9K – – –
PWPS
800
Pinnacle Wealth Planning Services
Ohio
$60K +$63K +336 New
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32
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