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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$514K +$61K +2,684 +15%
IFAM
552
Institutional & Family Asset Management
Colorado
$510K -$177K -7,770 -27%
TI
553
Tidal Investments
Wisconsin
$495K +$112K +4,921 +31%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$493K -$30K -1,322 -6%
CQS
555
Credential Qtrade Securities
$492K +$472K +20,780 New
CCM
556
Covington Capital Management
California
$489K -$2.27K -100 -0.5%
CAG
557
Csenge Advisory Group
Florida
$487K +$468K +20,618 New
FDCDDQ
558
Federation des caisses Desjardins du Quebec
Quebec, Canada
$483K +$414K +18,225 +840%
NC
559
Nicholas Company
Wisconsin
$480K – – –
IA
560
IndexIQ Advisors
New York
$479K +$19.6K +862 +4%
FIA
561
Foundations Investment Advisors
Arizona
$470K +$443K +19,495 New
VWA
562
V Wealth Advisors
Kansas
$464K -$12.9K -568 -3%
SPC
563
Sigma Planning Corp
Michigan
$461K +$30.2K +1,330 +7%
AIA
564
Avalon Investment & Advisory
Texas
$460K +$441K +19,422 New
SFI
565
Siemens Fonds Invest
Germany
$458K +$10.4K +456 +2%
WJWM
566
Williams Jones Wealth Management
New York
$458K +$87.5K +3,850 +25%
CA
567
Cullinan Associates
Kentucky
$450K – – –
SS
568
Sunbelt Securities
Texas
$448K – – –
MFG
569
Magnus Financial Group
New York
$444K -$115K -5,080 -21%
IC
570
IEQ Capital
California
$438K -$50.9K -2,239 -11%
II
571
Inspire Investing
Idaho
$436K -$10.7K -470 -2%
DWT
572
Dorsey & Whitney Trust
South Dakota
$435K – – –
LS
573
Livforsakringsbolaget Skandia
Sweden
$429K – – –
LIM
574
Leavell Investment Management
Alabama
$428K – – –
4WM
575
44 Wealth Management
Oregon
$427K -$87K -3,831 -18%
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