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Williams Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
576
Fox Run Management
Connecticut
$326K -$140K -6,884 -30%
RFA
577
Reilly Financial Advisors
California
$325K
MCM
578
Mengis Capital Management
Oregon
$323K -$148K -7,317 -31%
WS
579
Wedbush Securities
California
$321K -$54.2K -2,676 -14%
AF
580
Arrow Financial
New York
$321K +$12.6K +623 +4%
TI
581
Tidal Investments
Wisconsin
$320K +$323K +15,957 New
EHC
582
Everett Harris & Co
California
$319K -$12.2K -601 -4%
DI
583
Diligent Investors
California
$316K +$320K +15,773 New
GRP
584
Global Retirement Partners
California
$315K +$51.2K +2,528 +19%
S
585
SignatureFD
Georgia
$314K -$6.47K -319 -2%
Lazard Asset Management
586
Lazard Asset Management
New York
$313K
KeyBank National Association
587
KeyBank National Association
Ohio
$311K -$47.9K -2,365 -13%
SP
588
Symmetry Partners
Connecticut
$311K +$13.5K +664 +4%
WJWM
589
Williams Jones Wealth Management
New York
$310K -$69.4K -3,422 -18%
SG
590
Somerset Group
Minnesota
$309K
DAS
591
Dynamic Advisor Solutions
Arizona
$302K -$36.3K -1,793 -11%
APG
592
Abacus Planning Group
South Carolina
$301K
GI
593
GS Investments
Minnesota
$301K +$304K +15,000 New
MWM
594
Midwest Wealth Management
Indiana
$297K +$300K +14,793 New
DTIM
595
Danda Trouve Investment Management
Kansas
$294K +$4.36K +215 +1%
FMWA
596
Forvis Mazars Wealth Advisors
Missouri
$293K +$14.9K +736 +5%
KPCM
597
Kings Point Capital Management
New York
$287K -$37.3K -1,839 -11%
VWA
598
Visionary Wealth Advisors
Illinois
$284K -$19.3K -950 -6%
Lido Advisors
599
Lido Advisors
California
$283K -$16.3K -806 -5%
FI
600
FormulaFolio Investments
Michigan
$283K +$286K +14,092 New