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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1001
Stratos Wealth Partners
Ohio
– -$238K -1,335 Closed
EI
1002
EDMP Inc
Florida
– -$236K -1,322 Closed
EC
1003
EntryPoint Capital
New York
– -$234K -1,311 Closed
FWCM
1004
Ferguson Wellman Capital Management
Oregon
– -$229K -1,285 Closed
CAM
1005
Congress Asset Management
Massachusetts
– -$229K -1,283 Closed
OCBCO
1006
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$229K -1,282 Closed
ICP
1007
Interchange Capital Partners
Pennsylvania
– -$213K -1,195 Closed
MA
1008
MONECO Advisors
Connecticut
– -$207K -1,161 Closed
CW
1009
CreativeOne Wealth
Kansas
– -$206K -1,157 Closed
MFS
1010
Mirabella Financial Services
United Kingdom
– -$207K -1,157 Closed
AC
1011
AlphaCore Capital
California
– -$203K -1,135 Closed
WRPWM
1012
Werba Rubin Papier Wealth Management
California
– -$202K -1,131 Closed
FFN
1013
Focus Financial Network
Minnesota
– -$201K -1,126 Closed
PWP
1014
Phillips Wealth Planners
Mississippi
– -$238K -1,103 Closed
SAG
1015
SageView Advisory Group
California
– -$126K -703 Closed
CP
1016
Camelot Portfolios
Ohio
– -$71.5K -400 Closed
CIAM
1017
Caitong International Asset Management
Hong Kong
– -$69.7K -390 Closed
EWM
1018
Evermay Wealth Management
Virginia
– -$58.9K -330 Closed
WW
1019
Winnow Wealth
Texas
– -$55.3K -309 Closed
SIM
1020
Sentry Investment Management
Wisconsin
– -$49K -274 Closed
CAL
1021
Capital Analysts LLC
Pennsylvania
– -$47K -265 Closed
A
1022
AlphaQuest
New York
– -$46.4K -260 Closed
VWWMG
1023
Vermillion & White Wealth Management Group
Pennsylvania
– -$32.1K -180 Closed
NL
1024
Navalign LLC
California
– -$20.4K -114 Closed
RAM
1025
Reflection Asset Management
South Carolina
– -$20.4K -114 Closed
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