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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
801
Pinnacle Wealth Planning Services
Ohio
$60K +$63K +336 New
EWM
802
Evermay Wealth Management
Virginia
$58.9K -$50.6K -270 -45%
SS
803
SBI Securities
Japan
$58.9K -$187 -1 -0.3%
MIFH
804
Migdal Insurance & Financial Holdings
Israel
$57K +$59.4K +317 New
AG
805
AmeriFlex Group
Nevada
$56.3K +$2.44K +13 +4%
WW
806
Winnow Wealth
Texas
$55.3K -$947K -5,054 -94%
SIM
807
Sentry Investment Management
Wisconsin
$49K – – –
RFP
808
Root Financial Partners
California
$48.6K +$5.06K +27 +11%
CT
809
Clearstead Trust
Maine
$47.1K -$1.31K -7 -3%
CAL
810
Capital Analysts LLC
Pennsylvania
$47K – – –
BIA
811
Bell Investment Advisors
California
$46.8K +$562 +3 +1%
WETS
812
Wealth Enhancement Trust Services
South Dakota
$46.8K +$49.1K +262 New
A
813
AlphaQuest
New York
$46.4K -$143K -763 -75%
CB
814
Centennial Bank
Arkansas
$45.4K – – –
SN
815
Sittner & Nelson
Oregon
$44.1K – – –
KA
816
Kozak & Associates
Colorado
$40.1K – – –
NFSG
817
Newbridge Financial Services Group
Florida
$36.8K +$187 +1 +0.5%
BCWM
818
Bartlett & Co Wealth Management
Ohio
$35.9K – – –
CAM
819
Costello Asset Management
Pennsylvania
$35.7K – – –
HPC
820
HM Payson & Co
Maine
$35.7K – – –
TFIPS
821
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.7K +$16.9K +90 +82%
CYG
822
Clean Yield Group
Vermont
$34.3K – – –
TCM
823
Triumph Capital Management
Colorado
$33.6K +$35.2K +188 New
KFAS
824
Keating Financial Advisory Services
Kansas
$33.4K +$35K +187 New
SSG
825
Summit Securities Group
New York
$32.3K -$6K -32 -15%