We are live on ! Find out more
WSM icon

Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
OA
901
Operose Advisors
Wisconsin
$3.91K – – –
TFA
902
Toth Financial Advisory
Virginia
$3.91K – – –
RWS
903
Retirement Wealth Solutions
Wisconsin
$3.91K +$3.82K +20 New
RWM
904
Rialto Wealth Management
New York
$3.52K +$191 +1 +6%
QWM
905
Quaker Wealth Management
New Jersey
$3.13K – – –
RS
906
Rakuten Securities
Japan
$3.13K +$3.06K +16 New
T. Rowe Price Investment Management
907
T. Rowe Price Investment Management
Maryland
$3K +$2.29K +12 New
KG
908
Kilter Group
New York
$2.74K +$956 +5 +56%
FLP
909
Financial Life Planners
Arizona
$2.54K +$2.48K +13 New
MAM
910
Marquette Asset Management
Minnesota
$2.54K +$2.48K +13 New
HWA
911
Heartwood Wealth Advisors
Virginia
$2.35K +$2.29K +12 New
WCM
912
Winthrop Capital Management
Indiana
$2K – – –
PCFFS
913
Pacific Center for Financial Services
California
$2K – – –
CFS
914
CGC Financial Services
Oregon
$1.96K – – –
PWA
915
Physician Wealth Advisors
Utah
$1.96K +$764 +4 +67%
BHWM
916
Bay Harbor Wealth Management
Maryland
$1.76K +$191 +1 +13%
TIM
917
Tortoise Investment Management
New York
$1.76K +$573 +3 +50%
AAS
918
Ameritas Advisory Services
Nebraska
$1.56K -$82.8K -433 -98%
LWMI
919
Legacy Wealth Management (Idaho)
Idaho
$1.56K – – –
AT
920
Avalon Trust
New Mexico
$1.56K +$1.53K +8 New
CIA
921
Cape Investment Advisory
Georgia
$1.56K +$1.53K +8 New
TFM
922
TFC Financial Management
Massachusetts
$1.37K – – –
HIA
923
HFM Investment Advisors
New Jersey
$1.37K +$191 +1 +17%
RWM
924
Raffa Wealth Management
District of Columbia
$1.37K +$764 +4 +133%
Kayne Anderson Rudnick Investment Management
925
Kayne Anderson Rudnick Investment Management
California
$1.17K – – –