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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
876
Kemnay Advisory Services
New York
$5.11K +$5.59K +28 New
OA
877
Operose Advisors
Wisconsin
$4.01K +$399 +2 +10%
AS
878
Altshuler Shaham
Israel
$4.01K -$200 -1 -4%
MCM
879
MV Capital Management
Maryland
$3.83K – – –
RWM
880
Rialto Wealth Management
New York
$3.83K +$799 +4 +24%
BGAI
881
Bruce G. Allen Investments
Colorado
$3.65K – – –
TFA
882
Toth Financial Advisory
Virginia
$3.65K – – –
PWA
883
Physician Wealth Advisors
Utah
$3.65K +$1.6K +8 +67%
AFC
884
Ares Financial Consulting
California
$3.61K – – –
BHWM
885
Bay Harbor Wealth Management
Maryland
$3.46K +$799 +4 +27%
RWM
886
Raffa Wealth Management
District of Columbia
$3.1K +$399 +2 +13%
RWS
887
Retirement Wealth Solutions
Wisconsin
$3.1K +$1.6K +8 +89%
HWA
888
Heritage Wealth Advisors
Virginia
$3.1K +$3.39K +17 New
EWP
889
Elevation Wealth Partners
California
$2.92K -$1.2K -6 -27%
MPW
890
MASECO Private Wealth
$2.75K – – –
CFM
891
Cornerstone Financial Management
Massachusetts
$2.73K +$599 +3 +25%
IAS
892
IMA Advisory Services
Colorado
$2.73K -$200 -1 -6%
FLP
893
Financial Life Planners
Arizona
$2.39K +$2.6K +13 New
NB
894
NBT Bank
New York
$2.19K +$2.4K +12 New
WCM
895
Winthrop Capital Management
Indiana
$2K – – –
PCFFS
896
Pacific Center for Financial Services
California
$1.88K – – –
KG
897
Kilter Group
New York
$1.82K -$200 -1 -9%
CFS
898
CGC Financial Services
Oregon
$1.82K – – –
NS
899
NBC Securities
Alabama
$1.82K +$2K +10 New
WTA
900
Washington Trust Advisors
Massachusetts
$1.82K +$2K +10 New
34 35
36
37 38