We are live on ! Find out more
WSM icon

Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
876
CGC Financial Services
Oregon
$1.85K – – –
IHWM
877
Iron Horse Wealth Management
Iowa
$1.85K – – –
NMG
878
New Millennium Group
Utah
$1.67K +$1.43K +9 New
CFFP
879
Center for Financial Planning
Michigan
$1.48K +$1.27K +8 New
RWM
880
Raffa Wealth Management
District of Columbia
$1.48K – – –
HCP
881
Hexagon Capital Partners
Arkansas
$1.48K +$635 +4 +100%
NC
882
NewSquare Capital
Pennsylvania
$1.48K +$1.27K +8 New
AA
883
AlphaMark Advisors
Kentucky
$1K – – –
SAM
884
Synergy Asset Management
Washington
$930 +$952 +6 New
ZB
885
Zions Bancorporation
Utah
$926 – – –
GFPC
886
Global Financial Private Client
Florida
$926 +$793 +5 New
PWM
887
Parkworth Wealth Management
California
$741 +$635 +4 New
RS
888
Rakuten Securities
Japan
$556 -$15.4K -97 -97%
CPG
889
Cornerstone Planning Group
New Jersey
$423 +$317 +2 New
NCM
890
Northwest Capital Management
Oregon
$392 – – –
TFM
891
TFC Financial Management
Massachusetts
$371 – – –
WCM
892
WealthTrak Capital Management
Virginia
$371 +$317 +2 New
CSPIA
893
Cary Street Partners Investment Advisory
Virginia
$370 -$9.09M -57,314 -100%
KBFS
894
Kohmann Bosshard Financial Services
Ohio
$370 +$317 +2 New
PWA
895
Principia Wealth Advisory
Texas
$370 +$317 +2 New
LSA
896
Leonteq Securities AG
Switzerland
$185 -$73.3K -462 -100%
FMP
897
Financial Management Professionals
Texas
$185 -$793 -5 -83%
RIL
898
Rothschild Investment LLC
Illinois
$185 – – –
SC
899
Stance Capital
Massachusetts
$185 +$159 +1 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
900
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$46.5M -300,000 Closed