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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
526
44 Wealth Management
Oregon
$438K +$443K +21,838 New
GWM
527
Geneos Wealth Management
Colorado
$435K +$162K +7,994 +76%
JCIA
528
Jackson Creek Investment Advisors
Colorado
$425K -$1.22K -60 -0.3%
NP
529
Ninepoint Partners
Ontario, Canada
$420K +$425K +20,958 New
MSRPS
530
Maryland State Retirement & Pension System
Maryland
$417K +$397K +19,600 New
CCM
531
Covington Capital Management
California
$416K – – –
IC
532
IEQ Capital
California
$415K +$27.1K +1,339 +7%
APP
533
Alpha Paradigm Partners
Illinois
$411K +$416K +20,509 New
WANY
534
Wealthspire Advisors (New York)
New York
$409K +$166K +8,171 +67%
NC
535
Nicholas Company
Wisconsin
$406K – – –
HCM
536
Hollencrest Capital Management
California
$405K +$17.6K +868 +4%
SS
537
Simplicity Solutions
Minnesota
$404K +$6.12K +302 +2%
VWA
538
V Wealth Advisors
Kansas
$404K +$59.6K +2,939 +17%
CCIA
539
Campbell & Co Investment Adviser
Maryland
$403K +$408K +20,113 New
LW
540
Linscomb Wealth
Texas
$402K -$54.9K -2,707 -12%
GIM
541
Groesbeck Investment Management
New Jersey
$401K +$37.5K +1,851 +10%
DA
542
DCM Advisors
New York
$401K +$405K +20,000 New
SW
543
SVB Wealth
Massachusetts
$398K +$163K +8,045 +68%
FFS
544
Founders Financial Securities
Maryland
$392K +$60.5K +2,986 +18%
IA
545
IndexIQ Advisors
New York
$388K +$146K +7,226 +59%
CA
546
Cullinan Associates
Kentucky
$381K – – –
IAA
547
Independent Advisor Alliance
North Carolina
$381K +$22.2K +1,095 +6%
KPWS
548
Kestra Private Wealth Services
Texas
$380K +$70.1K +3,459 +22%
II
549
Inspire Investing
Idaho
$379K +$5.07K +250 +1%
SS
550
Sunbelt Securities
Texas
$379K +$383K +18,916 New
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