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Williams Companies

Name Holding Trade Value Shares
Change
Change in
Stake
AC
526
Annandale Capital
Texas
$988K -$1.26M -41,341 -58%
WA
527
Wealth Alliance
New York
$987K +$188K +6,167 +26%
KWM
528
Kingsview Wealth Management
Oregon
$984K +$601K +19,674 +201%
PP
529
PDT Partners
New York
$982K -$4.66M -152,400 -84%
ANI
530
American National Insurance
Texas
$969K – – –
HCM
531
Highlander Capital Management
New Jersey
$966K – – –
EF
532
Empowered Funds
Pennsylvania
$965K +$882K +28,861 New
TA
533
TrueWealth Advisors
Alabama
$964K – – –
SCA
534
Snowden Capital Advisors
New York
$960K +$601K +19,671 +217%
NP
535
Ninepoint Partners
Ontario, Canada
$956K – – –
DP
536
Dearborn Partners
Illinois
$954K +$115K +3,753 +15%
William Blair & Company
537
William Blair & Company
Illinois
$943K -$223K -7,300 -21%
PCM
538
Pointe Capital Management
Michigan
$937K +$2.57K +84 +0.3%
UFF
539
USA Financial Formulas
Michigan
$930K +$850K +27,816 +126,436%
TCM
540
Teza Capital Management
Illinois
$930K +$851K +27,844 New
ACM
541
Alethea Capital Management
Washington
$925K +$846K +27,672 New
OF
542
Outfitter Financial
Maine
$922K – – –
EIP
543
Epoch Investment Partners
New York
$918K +$840K +27,486 New
PM
544
Penbrook Management
New York
$915K – – –
4WM
545
44 Wealth Management
Oregon
$913K +$532K +17,401 +176%
MIM
546
MTM Investment Management
South Carolina
$906K – – –
HFG
547
Heron Financial Group
New York
$905K -$18.2K -597 -2%
SEC
548
Seven Eight Capital
New York
$898K +$822K +26,886 New
FFM
549
Forum Financial Management
Illinois
$896K -$31 -1 -0%
PA
550
Procyon Advisors
Connecticut
$885K +$205K +6,720 +34%