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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
801
HM Payson & Co
Maine
$31.6K – – –
SN
802
Sittner & Nelson
Oregon
$31.6K – – –
CAM
803
Costello Asset Management
Pennsylvania
$31.6K +$38.6K +200 New
QL
804
Quarry LP
New York
$31.5K +$19.1K +99 +99%
CYG
805
Clean Yield Group
Vermont
$30.4K – – –
BCWM
806
Bartlett & Co Wealth Management
Ohio
$29.9K +$193 +1 +0.5%
KA
807
Kozak & Associates
Colorado
$29.3K +$193 +1 +0.5%
ST
808
Smithfield Trust
Pennsylvania
$25K – – –
OWA
809
Opal Wealth Advisors
New York
$24.2K +$29.6K +153 New
RTL
810
Red Tortoise LLC
Georgia
$22.8K – – –
PFBT
811
Parkside Financial Bank & Trust
Missouri
$22.6K +$21.6K +112 +361%
EA
812
Evolution Advisers
Virginia
$20K – – –
FDCP
813
Foster Dykema Cabot & Partners
Massachusetts
$19.3K – – –
WT
814
Washington Trust
Rhode Island
$19K – – –
MWA
815
Medallion Wealth Advisors
Connecticut
$17.5K – – –
GSWM
816
Golden State Wealth Management
California
$17.4K – – –
TFIPS
817
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.4K – – –
JWA
818
JFS Wealth Advisors
Pennsylvania
$16.8K +$580 +3 +3%
CSPIA
819
Cary Street Partners Investment Advisory
Virginia
$16.6K +$19.9K +103 +5,150%
LSA
820
Leonteq Securities AG
Switzerland
$16K +$19.3K +100 +10,000%
CNBTD
821
Citizens National Bank Trust Department
Mississippi
$15.8K – – –
ZBNA
822
Zions Bancorporation, National Association
Utah
$15.7K +$19.1K +99 New
SC
823
SouthState Corp
Florida
$15.5K +$18.9K +98 New
SSB
824
Sandy Spring Bank
Maryland
$15.3K – – –
GKIM
825
GW&K Investment Management
Massachusetts
$15K +$18K +93 New
31 32
33
34 35