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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
826
True Wealth Design
Ohio
$31.4K +$6K +32 +22%
DE
827
DV Equities
Illinois
$31.3K +$32.8K +175 New
PFBT
828
Parkside Financial Bank & Trust
Missouri
$30.4K -$10.9K -58 -25%
MB
829
MidFirst Bank
Oklahoma
$30K +$31.5K +168 New
ST
830
Smithfield Trust
Pennsylvania
$29K – – –
SWP
831
Strategic Wealth Partners
Ohio
$27.1K -$9.37K -50 -25%
FRA
832
Front Row Advisors
California
$26.8K – – –
AUB
833
Atlantic Union Bankshares
Virginia
$26.2K +$9.37K +50 +52%
RTL
834
Red Tortoise LLC
Georgia
$25.7K – – –
GLF
835
Groupe la Francaise
France
$24.5K – – –
C
836
Covestor
United Kingdom
$24K -$100K -536 -81%
JWA
837
JFS Wealth Advisors
Pennsylvania
$23.8K +$5.62K +30 +29%
EA
838
Evolution Advisers
Virginia
$23K – – –
EF
839
Entrust Financial
Pennsylvania
$22.1K +$23.2K +124 New
FDCP
840
Foster Dykema Cabot & Partners
Massachusetts
$21.8K – – –
VEA
841
Virtus ETF Advisers
New York
$20.4K -$159K -847 -88%
NL
842
Navalign LLC
California
$20.4K +$21.4K +114 New
RAM
843
Reflection Asset Management
South Carolina
$20.4K +$21.4K +114 New
GSWM
844
Golden State Wealth Management
California
$19.7K – – –
MWA
845
Medallion Wealth Advisors
Connecticut
$19.6K – – –
AP
846
Atwood & Palmer
Missouri
$19.3K – – –
MCM
847
Manchester Capital Management
Vermont
$18.9K -$375 -2 -2%
CIA
848
Cape Investment Advisory
Georgia
$18.4K +$17.8K +95 +1,188%
CFO
849
CVA Family Office
Colorado
$18.2K +$187 +1 +1%
LWM
850
Lodestone Wealth Management
Washington
$18.1K +$18.9K +101 New
32 33
34
35 36