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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
901
Steigerwald Gordon & Koch
Virginia
$17.2K – – –
AAG
902
Accordant Advisory Group
Maryland
$17K – – –
CA
903
CoreCap Advisors
Michigan
$16.6K -$793 -4 -5%
TM
904
Torren Management
California
$16.4K – – –
RRMM
905
Regatta Research & Money Management
Louisiana
$16.4K +$14.1K +71 New
S
906
Sachetta
Massachusetts
$16.3K +$3.77K +19 +37%
FMP
907
Financial Management Professionals
Texas
$14.9K – – –
KFI
908
Key Financial Inc
Pennsylvania
$14.5K – – –
SWM
909
SHP Wealth Management
Massachusetts
$14.2K +$10.1K +51 +510%
VWA
910
Valued Wealth Advisors
Utah
$13.9K +$3.37K +17 +40%
CMA
911
Cedar Mountain Advisors
Oregon
$13.5K – – –
WA
912
WPG Advisers
Maryland
$13.3K – – –
RIL
913
Rothschild Investment LLC
Illinois
$13.1K -$2.18K -11 -16%
TPCW
914
TD Private Client Wealth
New York
$13.1K -$2.97K -15 -21%
CPG
915
Cornerstone Planning Group
New Jersey
$13K -$793 -4 -6%
PB
916
Prosperity Bancshares
Texas
$12.8K – – –
EFMH
917
E Fund Management (HK)
Hong Kong
$12.8K +$10.1K +51 +1,275%
OCWP
918
Owl Creek Wealth Partners
Colorado
$12.6K +$991 +5 +10%
SPF
919
South Plains Financial
Texas
$12.1K – – –
AW
920
Avion Wealth
Texas
$12K +$3.77K +19 +58%
PSFG
921
Park Square Financial Group
Georgia
$11.4K -$2.18K -11 -18%
FC
922
Financial Consulate
Maryland
$11.4K +$9.71K +49 New
FCAS
923
First Command Advisory Services
Texas
$11.2K – – –
MFT
924
Moisand Fitzgerald Tamayo
Florida
$10.7K – – –
SFG
925
Strive Financial Group
Indiana
$9.79K +$8.32K +42 New
35 36
37
38 39