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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1001
EntryPoint Capital
New York
– -$234K -1,311 Closed
FWCM
1002
Ferguson Wellman Capital Management
Oregon
– -$229K -1,285 Closed
CAM
1003
Congress Asset Management
Massachusetts
– -$229K -1,283 Closed
OCBCO
1004
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$229K -1,282 Closed
ICP
1005
Interchange Capital Partners
Pennsylvania
– -$213K -1,195 Closed
MA
1006
MONECO Advisors
Connecticut
– -$207K -1,161 Closed
CW
1007
CreativeOne Wealth
Kansas
– -$206K -1,157 Closed
MFS
1008
Mirabella Financial Services
United Kingdom
– -$207K -1,157 Closed
AC
1009
AlphaCore Capital
California
– -$203K -1,135 Closed
WRPWM
1010
Werba Rubin Papier Wealth Management
California
– -$202K -1,131 Closed
FFN
1011
Focus Financial Network
Minnesota
– -$201K -1,126 Closed
PWP
1012
Phillips Wealth Planners
Mississippi
– -$238K -1,103 Closed
SAG
1013
SageView Advisory Group
California
– -$126K -703 Closed
CP
1014
Camelot Portfolios
Ohio
– -$71.5K -400 Closed
CIAM
1015
Caitong International Asset Management
Hong Kong
– -$69.7K -390 Closed
EWM
1016
Evermay Wealth Management
Virginia
– -$58.9K -330 Closed
WW
1017
Winnow Wealth
Texas
– -$55.3K -309 Closed
SIM
1018
Sentry Investment Management
Wisconsin
– -$49K -274 Closed
CAL
1019
Capital Analysts LLC
Pennsylvania
– -$47K -265 Closed
A
1020
AlphaQuest
New York
– -$46.4K -260 Closed
VWWMG
1021
Vermillion & White Wealth Management Group
Pennsylvania
– -$32.1K -180 Closed
NL
1022
Navalign LLC
California
– -$20.4K -114 Closed
AP
1023
Atwood & Palmer
Missouri
– -$19.3K -108 Closed
CIA
1024
Cape Investment Advisory
Georgia
– -$18.4K -103 Closed
CIAS
1025
CBIZ Investment Advisory Services
Ohio
– -$14.3K -80 Closed
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