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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
951
MV Capital Management
Maryland
$5.36K +$396 +2 +10%
IAS
952
IMA Advisory Services
Colorado
$5.36K +$1.59K +8 +53%
RWS
953
Retirement Wealth Solutions
Wisconsin
$4.9K +$793 +4 +24%
AS
954
Altshuler Shaham
Israel
$4.89K -$198 -1 -5%
RWM
955
Raffa Wealth Management
District of Columbia
$4.89K +$793 +4 +24%
CFM
956
Cornerstone Financial Management
Massachusetts
$4.89K +$1.19K +6 +40%
OA
957
Operose Advisors
Wisconsin
$4.66K -$396 -2 -9%
AFC
958
Ares Financial Consulting
California
$4.66K – – –
TFA
959
Toth Financial Advisory
Virginia
$4.66K – – –
AA
960
Addison Advisors
Vermont
$3.96K -$5.55K -28 -62%
HWA
961
Heritage Wealth Advisors
Virginia
$3.96K – – –
PWA
962
Physician Wealth Advisors
Utah
$3.73K -$793 -4 -20%
HIA
963
HFM Investment Advisors
New Jersey
$3.5K +$1.59K +8 +114%
WA
964
Westfuller Advisors
New York
$3.5K +$2.58K +13 +650%
RS
965
Rakuten Securities
Japan
$3.26K +$2.77K +14 New
FLP
966
Financial Life Planners
Arizona
$3.07K – – –
HFS
967
Hughes Financial Services
Virginia
$3.03K +$1.39K +7 +117%
NB
968
NBT Bank
New York
$2.8K – – –
PCFFS
969
Pacific Center for Financial Services
California
$2.41K – – –
CFS
970
CGC Financial Services
Oregon
$2.33K – – –
MAM
971
Marquette Asset Management
Minnesota
$2.33K +$1.98K +10 New
TCA
972
Trifecta Capital Advisors
Illinois
$2.33K +$1.98K +10 New
WCM
973
Winthrop Capital Management
Indiana
$2K – – –
AWM
974
Activest Wealth Management
Florida
$1.86K -$161K -812 -99%
PWA
975
Principia Wealth Advisory
Texas
$1.86K +$595 +3 +60%
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