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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
826
Private Wealth Management Group
New Jersey
$16.4K – – –
CYG
827
Clean Yield Group
Vermont
$16K -$20.8K -104 -54%
T
828
Tidemark
California
$15.7K +$399 +2 +2%
WIM
829
Westside Investment Management
California
$15.3K – – –
MAM
830
Meeder Asset Management
Ohio
$15.1K +$9.58K +48 +137%
CIM
831
Contravisory Investment Management
Massachusetts
$14.2K – – –
SA
832
Scarborough Advisors
Maryland
$13.9K +$15.2K +76 New
CA
833
CoreCap Advisors
Michigan
$13.7K -$399 -2 -3%
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$13.7K -$399 -2 -3%
CJ
835
Caitlin John
Michigan
$13.5K – – –
W
836
WealthCollab
Washington
$13.5K – – –
SGK
837
Steigerwald Gordon & Koch
Virginia
$13.5K – – –
AAG
838
Accordant Advisory Group
Maryland
$13.3K +$14.6K +73 New
AWM
839
Abound Wealth Management
Tennessee
$13.1K +$998 +5 +7%
TPCW
840
TD Private Client Wealth
New York
$12.9K +$2.4K +12 +20%
TM
841
Torren Management
California
$12.8K -$56.7K -284 -80%
LWMI
842
Legacy Wealth Management (Idaho)
Idaho
$12.8K – – –
RIL
843
Rothschild Investment LLC
Illinois
$12.3K +$5.39K +27 +68%
FMP
844
Financial Management Professionals
Texas
$11.7K +$799 +4 +7%
KFI
845
Key Financial Inc
Pennsylvania
$11.3K – – –
CPG
846
Cornerstone Planning Group
New Jersey
$11K +$5.39K +27 +77%
C
847
Covestor
United Kingdom
$11K -$14.2K -71 -55%
PSFG
848
Park Square Financial Group
Georgia
$10.9K +$12K +60 New
CMA
849
Cedar Mountain Advisors
Oregon
$10.6K +$11.6K +58 New
WA
850
WPG Advisers
Maryland
$10.4K +$200 +1 +2%
32 33
34
35 36