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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
876
True Wealth Design
Ohio
$33.6K -$2.77K -14 -9%
JWA
877
JFS Wealth Advisors
Pennsylvania
$32.2K – – –
TWIM
878
TIAA Wealth Investment Management
New York
$31.3K – – –
IWM
879
IMG Wealth Management
Florida
$31K +$1.59K +8 +6%
AF
880
Advisornet Financial
Minnesota
$30.1K +$24.8K +125 +3,125%
EA
881
Evolution Advisers
Virginia
$30K – – –
EF
882
Entrust Financial
Pennsylvania
$28.8K – – –
FDCP
883
Foster Dykema Cabot & Partners
Massachusetts
$28.4K – – –
CIA
884
Cape Investment Advisory
Georgia
$28.2K +$24K +121 New
FFO
885
Fortitude Family Office
Arizona
$28K +$1.78K +9 +8%
SIC
886
Salem Investment Counselors
North Carolina
$26.8K -$6.94K -35 -23%
GSWM
887
Golden State Wealth Management
California
$25.9K +$198 +1 +0.9%
MWA
888
Medallion Wealth Advisors
Connecticut
$25.6K – – –
MCM
889
Manchester Capital Management
Vermont
$24.9K -$396 -2 -2%
BDPWM
890
Barnes Dennig Private Wealth Management
Ohio
$24.2K +$1.19K +6 +6%
MB
891
MidFirst Bank
Oklahoma
$23.8K -$14.9K -75 -42%
MG
892
Mather Group
Illinois
$23.3K -$57.3K -289 -74%
CNBTD
893
Citizens National Bank Trust Department
Mississippi
$23.3K – – –
MCI
894
MRP Capital Investments
Georgia
$23.3K +$19.8K +100 New
VEA
895
Virtus ETF Advisers
New York
$23.1K – – –
FFA
896
Frazier Financial Advisors
Ohio
$21.7K – – –
PWMG
897
Private Wealth Management Group
New Jersey
$21K – – –
CYG
898
Clean Yield Group
Vermont
$20.5K – – –
AWM
899
Abound Wealth Management
Tennessee
$20.2K +$2.97K +15 +21%
T
900
Tidemark
California
$20K – – –