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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
876
Cornerstone Planning Group
New Jersey
$11K +$92.3K +483 +2,300%
IUHSA
877
Itau Unibanco Holding S.A.
Brazil
$10.8K -$382 -2 -4%
VWA
878
Valued Wealth Advisors
Utah
$10.3K +$382 +2 +4%
SPF
879
South Plains Financial
Texas
$10.2K – – –
S
880
Sachetta
Massachusetts
$9.97K – – –
MEG
881
Millstone Evans Group
Colorado
$9.97K +$9.75K +51 New
MFT
882
Moisand Fitzgerald Tamayo
Florida
$8.99K – – –
MG
883
Mather Group
Illinois
$8.79K +$8.6K +45 New
GBT
884
Grove Bank & Trust
Florida
$8.6K – – –
JWM
885
JPL Wealth Management
Colorado
$8.6K +$8.41K +44 New
AGWCA
886
Annis Gardner Whiting Capital Advisors
Florida
$7.82K +$956 +5 +14%
DWM
887
Darwin Wealth Management
Florida
$7.04K – – –
DPW
888
DiNuzzo Private Wealth
Pennsylvania
$6.4K – – –
RIL
889
Rothschild Investment LLC
Illinois
$6.06K – – –
AW
890
Avion Wealth
Texas
$6K +$1.53K +8 +31%
HNB
891
Hilltop National Bank
Wyoming
$5.86K – – –
DF
892
Dunhill Financial
United Kingdom
$5.71K – – –
EWP
893
Elevation Wealth Partners
California
$5.67K +$5.54K +29 New
WB
894
Webster Bank
Connecticut
$5.47K – – –
HHMI
895
Howard Hughes Medical Institute
Maryland
$5.08K – – –
AA
896
Addison Advisors
Vermont
$4.5K +$2.1K +11 +92%
AS
897
Altshuler Shaham
Israel
$4.3K -$764 -4 -15%
BGAI
898
Bruce G. Allen Investments
Colorado
$3.91K – – –
MCM
899
MV Capital Management
Maryland
$3.91K – – –
OA
900
Operose Advisors
Wisconsin
$3.91K – – –
34 35
36
37 38