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Williams Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$969K +$26.8K +775 +3%
OAM
552
Occidental Asset Management
California
$967K +$1.07M +30,999 New
Skandinaviska Enskilda Banken (SEB)
553
Skandinaviska Enskilda Banken (SEB)
Sweden
$966K +$329K +9,543 +45%
SPC
554
Sigma Planning Corp
Michigan
$954K -$282K -8,154 -21%
WA
555
Wealth Alliance
New York
$954K +$34.6K +1,002 +3%
LA
556
Legacy Advisors
Pennsylvania
$954K +$398K +11,520 +60%
MCM
557
MAI Capital Management
Ohio
$949K +$7.94K +230 +0.8%
AA
558
Argent Advisors
Louisiana
$943K -$10.6K -307 -1%
DP
559
Dearborn Partners
Illinois
$943K +$57.6K +1,669 +6%
PS
560
Presima Securities
Quebec, Canada
$930K
UH
561
Unigestion Holding
Switzerland
$928K +$1.03M +29,724 New
NIMI
562
Natixis Investment Managers International
France
$919K +$122K +3,543 +14%
SS
563
Simplicity Solutions
Minnesota
$919K +$313K +9,057 +44%
MPPW
564
Mitchell & Pahl Private Wealth
Oklahoma
$916K -$68.4K -1,982 -6%
HCM
565
Highlander Capital Management
New Jersey
$902K
EF
566
Empowered Funds
Pennsylvania
$897K -$3.83K -111 -0.4%
NP
567
Ninepoint Partners
Ontario, Canada
$894K
SWM
568
SeaCrest Wealth Management
New York
$887K -$130K -3,763 -12%
I
569
INVST
Indiana
$885K +$278K +8,066 +43%
FTDI
570
First Trust Direct Indexing
Massachusetts
$880K -$63.7K -1,844 -6%
Northwestern Mutual Wealth Management
571
Northwestern Mutual Wealth Management
Wisconsin
$870K +$287K +8,321 +43%
FFM
572
Forum Financial Management
Illinois
$869K +$34.6K +1,001 +4%
WJWM
573
Williams Jones Wealth Management
New York
$867K +$144K +4,175 +18%
OF
574
Outfitter Financial
Maine
$861K
EIP
575
Epoch Investment Partners
New York
$858K