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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
851
Sachetta
Massachusetts
$6.96K – – –
BFPW
852
BOK Financial Private Wealth
Colorado
$6.96K +$8.5K +44 New
DWM
853
Darwin Wealth Management
Florida
$6.67K – – –
NC
854
NewSquare Capital
Pennsylvania
$5.69K +$5.41K +28 +350%
DPW
855
DiNuzzo Private Wealth
Pennsylvania
$5.53K +$193 +1 +3%
CPG
856
Cornerstone Planning Group
New Jersey
$4.96K +$6.18K +32 +1,600%
SIC
857
SJS Investment Consulting
Ohio
$4.74K – – –
MEG
858
Millstone Evans Group
Colorado
$4.58K +$5.6K +29 New
TPCW
859
TD Private Client Wealth
New York
$4.27K +$5.22K +27 New
AG
860
AmeriFlex Group
Nevada
$4.11K – – –
AT
861
Arlington Trust
Alabama
$4.11K – – –
CAWM
862
Capital A Wealth Management
Pennsylvania
$4.11K – – –
DF
863
Dunhill Financial
United Kingdom
$4.11K – – –
FHA
864
First Horizon Advisors
Tennessee
$4.11K -$2.71K -14 -35%
TWD
865
True Wealth Design
Ohio
$3.95K -$5.99K -31 -55%
BCMLT
866
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.79K – – –
TFA
867
Toth Financial Advisory
Virginia
$3.16K – – –
AS
868
Altshuler Shaham
Israel
$3.16K +$3.87K +20 New
GC
869
Garde Capital
Washington
$3.16K +$3.87K +20 New
RIL
870
Rothschild Investment LLC
Illinois
$3K +$3.48K +18 +1,800%
AW
871
Avion Wealth
Texas
$3K – – –
BGAI
872
Bruce G. Allen Investments
Colorado
$2.21K -$3.67K -19 -58%
LWMI
873
Legacy Wealth Management (Idaho)
Idaho
$2.06K – – –
HFS
874
Hughes Financial Services
Virginia
$1.91K +$2.32K +12 New
RWM
875
Rialto Wealth Management
New York
$1.9K +$2.32K +12 New
33 34
35
36 37