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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
876
Operose Advisors
Wisconsin
$4.01K +$399 +2 +10%
AS
877
Altshuler Shaham
Israel
$4.01K -$200 -1 -4%
MCM
878
MV Capital Management
Maryland
$3.83K – – –
RWM
879
Rialto Wealth Management
New York
$3.83K +$799 +4 +24%
BGAI
880
Bruce G. Allen Investments
Colorado
$3.65K – – –
TFA
881
Toth Financial Advisory
Virginia
$3.65K – – –
PWA
882
Physician Wealth Advisors
Utah
$3.65K +$1.6K +8 +67%
AFC
883
Ares Financial Consulting
California
$3.61K – – –
BHWM
884
Bay Harbor Wealth Management
Maryland
$3.46K +$799 +4 +27%
RWM
885
Raffa Wealth Management
District of Columbia
$3.1K +$399 +2 +13%
RWS
886
Retirement Wealth Solutions
Wisconsin
$3.1K +$1.6K +8 +89%
HWA
887
Heritage Wealth Advisors
Virginia
$3.1K +$3.39K +17 New
EWP
888
Elevation Wealth Partners
California
$2.92K -$1.2K -6 -27%
MPW
889
MASECO Private Wealth
$2.75K – – –
CFM
890
Cornerstone Financial Management
Massachusetts
$2.73K +$599 +3 +25%
IAS
891
IMA Advisory Services
Colorado
$2.73K -$200 -1 -6%
FLP
892
Financial Life Planners
Arizona
$2.39K +$2.6K +13 New
NB
893
NBT Bank
New York
$2.19K +$2.4K +12 New
WCM
894
Winthrop Capital Management
Indiana
$2K – – –
PCFFS
895
Pacific Center for Financial Services
California
$1.88K – – –
KG
896
Kilter Group
New York
$1.82K -$200 -1 -9%
CFS
897
CGC Financial Services
Oregon
$1.82K – – –
NS
898
NBC Securities
Alabama
$1.82K +$2K +10 New
WTA
899
Washington Trust Advisors
Massachusetts
$1.82K +$2K +10 New
SWM
900
SHP Wealth Management
Massachusetts
$1.82K +$1.8K +9 +900%
34 35
36
37 38