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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
826
Institute for Wealth Management
Colorado
$110K +$93.2K +470 New
ADL
827
Asset Dedication LLC
California
$109K – – –
GAMA
828
Graticule Asia Macro Advisors
New York
$106K +$90.4K +456 New
AIM
829
Anchor Investment Management
South Carolina
$102K – – –
AG
830
AmeriFlex Group
Nevada
$98.6K +$11.7K +59 +16%
BWL
831
Bogart Wealth LLC
Virginia
$98.4K +$1.59K +8 +2%
GKIM
832
GW&K Investment Management
Massachusetts
$90K +$56.9K +287 +293%
VNA
833
Valley National Advisers
Pennsylvania
$89.1K -$31.3K -158 -29%
CH
834
Cromwell Holdings
Wyoming
$83.7K +$3.57K +18 +5%
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$80.9K +$1.78K +9 +3%
SS
836
SBI Securities
Japan
$76.9K +$396 +2 +0.6%
OL
837
OneFund LLC
Florida
$75.1K -$2.58K -13 -4%
N
838
Natixis
France
$71.1K +$60.4K +305 New
CFO
839
CVA Family Office
Colorado
$68.3K +$7.73K +39 +15%
OP
840
Oslo Pensjonsforsikring
$66.2K -$63.8K -322 -53%
CA
841
Continuum Advisory
Idaho
$64.8K +$55.1K +278 New
CT
842
Clearstead Trust
Maine
$61.5K – – –
BIA
843
Bell Investment Advisors
California
$61.1K -$4.56K -23 -8%
WETS
844
Wealth Enhancement Trust Services
South Dakota
$61.1K – – –
CWP
845
Concord Wealth Partners
Virginia
$60.1K +$51.1K +258 New
OAG
846
Oakmont Advisory Group
New Mexico
$58.1K +$49.4K +249 New
HFS
847
Horizon Financial Services
North Carolina
$55.2K +$47K +237 New
CB
848
Centennial Bank
Arkansas
$53.6K -$4.76K -24 -9%
W
849
WealthCollab
Washington
$52.2K +$29.7K +150 +203%
BCWM
850
Bartlett & Co Wealth Management
Ohio
$49.2K -$1.59K -8 -4%
32 33
34
35 36