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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
826
AmeriFlex Group
Nevada
$98.6K +$11.7K +59 +16%
BWL
827
Bogart Wealth LLC
Virginia
$98.4K +$1.59K +8 +2%
GKIM
828
GW&K Investment Management
Massachusetts
$90K +$56.9K +287 +293%
VNA
829
Valley National Advisers
Pennsylvania
$89.1K -$31.3K -158 -29%
CH
830
Cromwell Holdings
Wyoming
$83.7K +$3.57K +18 +5%
PWPS
831
Pinnacle Wealth Planning Services
Ohio
$80.9K +$1.78K +9 +3%
SS
832
SBI Securities
Japan
$76.9K +$396 +2 +0.6%
OL
833
OneFund LLC
Florida
$75.1K -$2.58K -13 -4%
N
834
Natixis
France
$71.1K +$60.4K +305 New
CFO
835
CVA Family Office
Colorado
$68.3K +$7.73K +39 +15%
OP
836
Oslo Pensjonsforsikring
$66.2K -$63.8K -322 -53%
CA
837
Continuum Advisory
Idaho
$64.8K +$55.1K +278 New
CT
838
Clearstead Trust
Maine
$61.5K – – –
BIA
839
Bell Investment Advisors
California
$61.1K -$4.56K -23 -8%
WETS
840
Wealth Enhancement Trust Services
South Dakota
$61.1K – – –
CWP
841
Concord Wealth Partners
Virginia
$60.1K +$51.1K +258 New
OAG
842
Oakmont Advisory Group
New Mexico
$58.1K +$49.4K +249 New
HFS
843
Horizon Financial Services
North Carolina
$55.2K +$47K +237 New
CB
844
Centennial Bank
Arkansas
$53.6K -$4.76K -24 -9%
W
845
WealthCollab
Washington
$52.2K +$29.7K +150 +203%
BCWM
846
Bartlett & Co Wealth Management
Ohio
$49.2K -$1.59K -8 -4%
CA
847
Crewe Advisors
Utah
$49K +$41.6K +210 New
BC
848
Bayforest Capital
United Kingdom
$48.5K +$41.2K +208 New
NFSG
849
Newbridge Financial Services Group
Florida
$48.4K +$198 +1 +0.5%
EWP
850
Elevation Wealth Partners
California
$48.3K +$37.9K +191 +1,194%
32 33
34
35 36