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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
801
Hemington Wealth Management
Virginia
$94K +$2.87K +15 +3%
ADL
802
Asset Dedication LLC
California
$91.5K – – –
OP
803
ORG Partners
Indiana
$89.2K +$29.8K +156 +52%
CJ
804
Caitlin John
Michigan
$85.2K +$83.3K +436 New
AF
805
Advisornet Financial
Minnesota
$80.9K +$956 +5 +1%
BWL
806
Bogart Wealth LLC
Virginia
$80.5K +$573 +3 +0.7%
WANY
807
Wealthspire Advisors (New York)
New York
$78.2K +$76.4K +400 New
RFS
808
Richardson Financial Services
Massachusetts
$69.4K +$13.6K +71 +25%
CH
809
Cromwell Holdings
Wyoming
$66.7K +$5.73K +30 +10%
SS
810
SBI Securities
Japan
$64.7K -$1.72K -9 -3%
SIC
811
Salem Investment Counselors
North Carolina
$63.5K +$46.8K +245 +306%
OL
812
OneFund LLC
Florida
$62.9K +$2.29K +12 +4%
AG
813
AmeriFlex Group
Nevada
$59K +$52.8K +276 +1,062%
PPA
814
Painted Porch Advisors
California
$54.9K – – –
CT
815
Clearstead Trust
Maine
$53K +$191 +1 +0.4%
CAL
816
Capital Analysts LLC
Pennsylvania
$52K – – –
SIM
817
Sentry Investment Management
Wisconsin
$52K +$10.5K +55 +25%
BIA
818
Bell Investment Advisors
California
$50.6K -$2.29K -12 -4%
ZBNA
819
Zions Bancorporation, National Association
Utah
$50.4K +$43.6K +228 +760%
RA
820
Rise Advisors
New York
$50K +$764 +4 +2%
SIC
821
SJS Investment Consulting
Ohio
$49.6K +$44.9K +235 +1,237%
CB
822
Centennial Bank
Arkansas
$49.6K -$392K -2,050 -89%
RFP
823
Root Financial Partners
California
$47.9K +$46.8K +245 New
PFBT
824
Parkside Financial Bank & Trust
Missouri
$44.6K +$15.9K +83 +57%
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$43K +$16.8K +88 +67%
31 32
33
34 35