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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
901
Elevation Wealth Partners
California
$3.93K -$1.31K -7 -24%
MCM
902
MV Capital Management
Maryland
$3.75K +$187 +1 +5%
BGAI
903
Bruce G. Allen Investments
Colorado
$3.57K
OA
904
Operose Advisors
Wisconsin
$3.57K
TFA
905
Toth Financial Advisory
Virginia
$3.57K
AFC
906
Ares Financial Consulting
California
$3.57K +$3.75K +20 New
FHA
907
Flagship Harbor Advisors
Massachusetts
$3.57K +$3.75K +20 New
RWM
908
Rialto Wealth Management
New York
$3.04K -$187 -1 -6%
QWM
909
Quaker Wealth Management
New Jersey
$3.04K +$187 +1 +6%
T. Rowe Price Investment Management
910
T. Rowe Price Investment Management
Maryland
$3K +$562 +3 +25%
IAS
911
IMA Advisory Services
Colorado
$2.86K +$3K +16 New
MPW
912
MASECO Private Wealth
$2.7K +$2.81K +15 New
SC
913
SouthState Corp
Florida
$2.68K -$12K -64 -81%
RWM
914
Raffa Wealth Management
District of Columbia
$2.68K +$1.5K +8 +114%
BHWM
915
Bay Harbor Wealth Management
Maryland
$2.68K +$1.12K +6 +67%
IWM
916
IMG Wealth Management
Florida
$2.32K +$2.44K +13 New
PWA
917
Physician Wealth Advisors
Utah
$2.14K +$375 +2 +20%
CFM
918
Cornerstone Financial Management
Massachusetts
$2.14K +$2.25K +12 New
WCM
919
Winthrop Capital Management
Indiana
$2K +$187 +1 +13%
PCFFS
920
Pacific Center for Financial Services
California
$2K
KG
921
Kilter Group
New York
$1.97K -$562 -3 -21%
OC
922
Optima Capital
Oregon
$1.96K +$2.06K +11 New
CFS
923
CGC Financial Services
Oregon
$1.79K
RWS
924
Retirement Wealth Solutions
Wisconsin
$1.61K -$2.06K -11 -55%
IAIM
925
International Assets Investment Management
Florida
$1.61K +$1.69K +9 New