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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
826
Frazier Financial Advisors
Ohio
$17K +$18.6K +93 New
PWMG
827
Private Wealth Management Group
New Jersey
$16.4K – – –
CYG
828
Clean Yield Group
Vermont
$16K -$20.8K -104 -54%
T
829
Tidemark
California
$15.7K +$399 +2 +2%
WIM
830
Westside Investment Management
California
$15.3K – – –
MAM
831
Meeder Asset Management
Ohio
$15.1K +$9.58K +48 +137%
CIM
832
Contravisory Investment Management
Massachusetts
$14.2K – – –
SA
833
Scarborough Advisors
Maryland
$13.9K +$15.2K +76 New
CA
834
CoreCap Advisors
Michigan
$13.7K -$399 -2 -3%
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$13.7K -$399 -2 -3%
CJ
836
Caitlin John
Michigan
$13.5K – – –
W
837
WealthCollab
Washington
$13.5K – – –
SGK
838
Steigerwald Gordon & Koch
Virginia
$13.5K – – –
AAG
839
Accordant Advisory Group
Maryland
$13.3K +$14.6K +73 New
AWM
840
Abound Wealth Management
Tennessee
$13.1K +$998 +5 +7%
TPCW
841
TD Private Client Wealth
New York
$12.9K +$2.4K +12 +20%
TM
842
Torren Management
California
$12.8K -$56.7K -284 -80%
LWMI
843
Legacy Wealth Management (Idaho)
Idaho
$12.8K – – –
RIL
844
Rothschild Investment LLC
Illinois
$12.3K +$5.39K +27 +68%
FMP
845
Financial Management Professionals
Texas
$11.7K +$799 +4 +7%
KFI
846
Key Financial Inc
Pennsylvania
$11.3K – – –
CPG
847
Cornerstone Planning Group
New Jersey
$11K +$5.39K +27 +77%
C
848
Covestor
United Kingdom
$11K -$14.2K -71 -55%
PSFG
849
Park Square Financial Group
Georgia
$10.9K +$12K +60 New
CMA
850
Cedar Mountain Advisors
Oregon
$10.6K +$11.6K +58 New
32 33
34
35 36