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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
876
Global Financial Private Client
Florida
$1.9K +$1.35K +7 +140%
BFS
877
Bare Financial Services
Pennsylvania
$1.74K +$2.13K +11 New
PCFFS
878
Pacific Center for Financial Services
California
$1.6K – – –
CFS
879
CGC Financial Services
Oregon
$1.58K – – –
IHWM
880
Iron Horse Wealth Management
Iowa
$1.58K – – –
WCM
881
WealthTrak Capital Management
Virginia
$1.42K +$1.35K +7 +350%
CFFP
882
Center for Financial Planning
Michigan
$1.26K – – –
HCP
883
Hexagon Capital Partners
Arkansas
$1.26K – – –
PWA
884
Physician Wealth Advisors
Utah
$1.26K +$1.55K +8 New
WCM
885
Winthrop Capital Management
Indiana
$1K -$386 -2 -20%
PWA
886
Principia Wealth Advisory
Texas
$950 +$773 +4 +200%
SO
887
Sierra Ocean
California
$791 -$4.83K -25 -83%
AA
888
Addison Advisors
Vermont
$791 -$2.32K -12 -71%
HIA
889
HFM Investment Advisors
New Jersey
$633 +$773 +4 New
PWM
890
Parkworth Wealth Management
California
$632 – – –
BHWM
891
Bay Harbor Wealth Management
Maryland
$632 +$773 +4 New
CH
892
Cromwell Holdings
Wyoming
$632 +$773 +4 New
NC
893
North Capital
Utah
$632 +$773 +4 New
MCM
894
MV Capital Management
Maryland
$475 -$1.93K -10 -77%
RWM
895
Raffa Wealth Management
District of Columbia
$474 -$966 -5 -63%
WA
896
WestEnd Advisors
North Carolina
$474 +$580 +3 New
NCM
897
Northwest Capital Management
Oregon
$335 – – –
TFM
898
TFC Financial Management
Massachusetts
$317 – – –
BI
899
Binnacle Investments
Iowa
$316 +$386 +2 New
DWM
900
Dogwood Wealth Management
Kansas
$316 +$386 +2 New
34 35
36
37 38