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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
851
CVA Family Office
Colorado
$19.7K +$382 +2 +2%
CNBTD
852
Citizens National Bank Trust Department
Mississippi
$19.5K – – –
SAM
853
Strive Asset Management
Ohio
$19.2K +$18.7K +98 New
AUB
854
Atlantic Union Bankshares
Virginia
$18.9K – – –
PWMG
855
Private Wealth Management Group
New Jersey
$17.6K – – –
CA
856
CoreCap Advisors
Michigan
$17.2K +$1.91K +10 +13%
MA
857
MCF Advisors
Kentucky
$16.4K – – –
T
858
Tidemark
California
$16.4K – – –
WIM
859
Westside Investment Management
California
$16.4K – – –
GKIM
860
GW&K Investment Management
Massachusetts
$16K +$1.15K +6 +8%
SC
861
SouthState Corp
Florida
$15.4K -$1.91K -10 -11%
CIM
862
Contravisory Investment Management
Massachusetts
$15.2K – – –
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$15.2K – – –
FFO
864
Fortitude Family Office
Arizona
$15.2K – – –
W
865
WealthCollab
Washington
$14.5K – – –
SGK
866
Steigerwald Gordon & Koch
Virginia
$14.5K +$14.1K +74 New
BDPWM
867
Barnes Dennig Private Wealth Management
Ohio
$13.9K – – –
MAM
868
Meeder Asset Management
Ohio
$13.7K -$620K -3,244 -98%
AA
869
Ancora Advisors
Ohio
$13.7K – – –
GWSG
870
GPS Wealth Strategies Group
Colorado
$13.5K – – –
AWM
871
Abound Wealth Management
Tennessee
$13K – – –
TPCW
872
TD Private Client Wealth
New York
$12.1K +$2.1K +11 +22%
KFI
873
Key Financial Inc
Pennsylvania
$12.1K – – –
FMP
874
Financial Management Professionals
Texas
$11.7K – – –
SL
875
Salomon & Ludwin
Virginia
$11.6K +$11.1K +58 New
33 34
35
36 37