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Williams-Sonoma

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