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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Evermay Wealth Management
Virginia
$58.9K -$50.6K -270 -45%
SS
802
SBI Securities
Japan
$58.9K -$187 -1 -0.3%
MIFH
803
Migdal Insurance & Financial Holdings
Israel
$57K +$59.4K +317 New
AG
804
AmeriFlex Group
Nevada
$56.3K +$2.44K +13 +4%
WW
805
Winnow Wealth
Texas
$55.3K -$947K -5,054 -94%
SIM
806
Sentry Investment Management
Wisconsin
$49K – – –
RFP
807
Root Financial Partners
California
$48.6K +$5.06K +27 +11%
CT
808
Clearstead Trust
Maine
$47.1K -$1.31K -7 -3%
CAL
809
Capital Analysts LLC
Pennsylvania
$47K – – –
BIA
810
Bell Investment Advisors
California
$46.8K +$562 +3 +1%
WETS
811
Wealth Enhancement Trust Services
South Dakota
$46.8K +$49.1K +262 New
A
812
AlphaQuest
New York
$46.4K -$143K -763 -75%
CB
813
Centennial Bank
Arkansas
$45.4K – – –
SN
814
Sittner & Nelson
Oregon
$44.1K – – –
KA
815
Kozak & Associates
Colorado
$40.1K – – –
NFSG
816
Newbridge Financial Services Group
Florida
$36.8K +$187 +1 +0.5%
BCWM
817
Bartlett & Co Wealth Management
Ohio
$35.9K – – –
CAM
818
Costello Asset Management
Pennsylvania
$35.7K – – –
HPC
819
HM Payson & Co
Maine
$35.7K – – –
TFIPS
820
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.7K +$16.9K +90 +82%
CYG
821
Clean Yield Group
Vermont
$34.3K – – –
TCM
822
Triumph Capital Management
Colorado
$33.6K +$35.2K +188 New
KFAS
823
Keating Financial Advisory Services
Kansas
$33.4K +$35K +187 New
SSG
824
Summit Securities Group
New York
$32.3K -$6K -32 -15%
VWWMG
825
Vermillion & White Wealth Management Group
Pennsylvania
$32.1K – – –
31 32
33
34 35