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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
1051
Migdal Insurance & Financial Holdings
Israel
– -$60K -329 Closed
RFP
1052
Root Financial Partners
California
– -$54K -296 Closed
SOW
1053
State of Wyoming
Wyoming
– -$40.5K -222 Closed
BA
1054
Ballast Advisors
Minnesota
– -$30.1K -165 Closed
OWA
1055
Opal Wealth Advisors
New York
– -$27.9K -153 Closed
TPWA
1056
Twin Peaks Wealth Advisors
California
– -$17.9K -98 Closed
SA
1057
Scarborough Advisors
Maryland
– -$13.9K -76 Closed
LWMI
1058
Legacy Wealth Management (Idaho)
Idaho
– -$12.8K -70 Closed
JGCM
1059
Joseph Group Capital Management
Ohio
– -$8.93K -49 Closed
AGWCA
1060
Annis Gardner Whiting Capital Advisors
Florida
– -$8.57K -47 Closed
TGY2IT
1061
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$7.66K -42 Closed
SHIM
1062
Stone House Investment Management
Pennsylvania
– -$5.29K -29 Closed
MPW
1063
MASECO Private Wealth
– -$2.75K -15 Closed
WTA
1064
Washington Trust Advisors
Massachusetts
– -$1.82K -10 Closed
HHCP
1065
Hilton Head Capital Partners
South Carolina
– -$1.46K -8 Closed
VWM
1066
Vermillion Wealth Management
Minnesota
– -$1.46K -8 Closed
SIM
1067
Synergy Investment Management
Florida
– -$1.09K -6 Closed
BH
1068
Burk Holdings
Oklahoma
– -$547 -3 Closed
TWM
1069
TopTier Wealth Management
Wisconsin
– -$547 -3 Closed
FPF
1070
First Pacific Financial
Washington
– -$183 -1 Closed
PWA
1071
Portus Wealth Advisors
North Carolina
– -$182 -1 Closed
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