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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
826
Cary Street Partners Investment Advisory
Virginia
$43K +$16.8K +88 +67%
SSG
827
Summit Securities Group
New York
$41.6K +$25K +131 +160%
NFSG
828
Newbridge Financial Services Group
Florida
$40.2K – – –
SWP
829
Strategic Wealth Partners
Ohio
$39.5K +$9.56K +50 +33%
BCWM
830
Bartlett & Co Wealth Management
Ohio
$39.3K +$2.48K +13 +7%
CAM
831
Costello Asset Management
Pennsylvania
$39.1K – – –
HPC
832
HM Payson & Co
Maine
$39.1K – – –
SN
833
Sittner & Nelson
Oregon
$39.1K – – –
CYG
834
Clean Yield Group
Vermont
$37.5K – – –
KA
835
Kozak & Associates
Colorado
$36.5K – – –
VWWMG
836
Vermillion & White Wealth Management Group
Pennsylvania
$35.2K – – –
ST
837
Smithfield Trust
Pennsylvania
$31K – – –
FRA
838
Front Row Advisors
California
$29.3K -$19.1K -100 -40%
RTL
839
Red Tortoise LLC
Georgia
$28.1K – – –
TWD
840
True Wealth Design
Ohio
$28.1K +$14.5K +76 +112%
GLF
841
Groupe la Francaise
France
$26.8K -$94.4K -494 -78%
UOTTAIMCU
842
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.6K +$25K +131 New
EA
843
Evolution Advisers
Virginia
$25K – – –
FDCP
844
Foster Dykema Cabot & Partners
Massachusetts
$23.8K – – –
PSFG
845
Park Square Financial Group
Georgia
$21.5K -$49.9K -261 -70%
GSWM
846
Golden State Wealth Management
California
$21.5K – – –
MWA
847
Medallion Wealth Advisors
Connecticut
$21.5K – – –
TFIPS
848
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.5K – – –
AP
849
Atwood & Palmer
Missouri
$21.1K – – –
MCM
850
Manchester Capital Management
Vermont
$21.1K +$382 +2 +2%
32 33
34
35 36