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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
926
Avion Wealth
Texas
$12K +$3.77K +19 +58%
PSFG
927
Park Square Financial Group
Georgia
$11.4K -$2.18K -11 -18%
FC
928
Financial Consulate
Maryland
$11.4K +$9.71K +49 New
FCAS
929
First Command Advisory Services
Texas
$11.2K – – –
MFT
930
Moisand Fitzgerald Tamayo
Florida
$10.7K – – –
SFG
931
Strive Financial Group
Indiana
$9.79K +$8.32K +42 New
JWM
932
JPL Wealth Management
Colorado
$9.32K +$1.19K +6 +18%
DF
933
Dunhill Financial
United Kingdom
$9.11K +$198 +1 +3%
SIC
934
SJS Investment Consulting
Ohio
$8.63K – – –
DWM
935
Darwin Wealth Management
Florida
$8.42K – – –
DPW
936
DiNuzzo Private Wealth
Pennsylvania
$7.93K – – –
SEP
937
Signature Equity Partners
Ohio
$7.74K – – –
KAS
938
Kemnay Advisory Services
New York
$7.46K +$793 +4 +14%
RWM
939
Rialto Wealth Management
New York
$7.23K +$1.98K +10 +48%
JFG
940
JDM Financial Group
Texas
$7.23K – – –
FIM
941
FWL Investment Management
Texas
$7.23K +$6.14K +31 New
HNB
942
Hilltop National Bank
Wyoming
$6.99K – – –
WB
943
Webster Bank
Connecticut
$6.53K – – –
PMFA
944
Plante Moran Financial Advisors
Michigan
$6.29K -$112K -567 -95%
SSG
945
Summit Securities Group
New York
$6.29K -$37.9K -191 -88%
BGAI
946
Bruce G. Allen Investments
Colorado
$6.29K +$1.39K +7 +35%
BHWM
947
Bay Harbor Wealth Management
Maryland
$6.29K +$1.59K +8 +42%
SL
948
Salomon & Ludwin
Virginia
$5.7K -$18.2K -92 -79%
LI
949
LRI Investments
Florida
$5.59K -$1.19K -6 -20%
CCMI
950
Creative Capital Management Investments
California
$5.59K +$4.76K +24 New
36 37
38
39 40