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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
601
IndexIQ Advisors
New York
$239K +$116K +5,711 +89%
SW
602
SteelPeak Wealth
California
$239K +$247K +12,144 New
AIM
603
Aigen Investment Management
New York
$237K +$245K +12,043 New
BFM
604
Boston Financial Management
Massachusetts
$236K – – –
SCA
605
Snowden Capital Advisors
New York
$235K +$12.1K +595 +5%
BAM
606
Belpointe Asset Management
Nevada
$234K +$25K +1,228 +11%
AAS
607
Avantax Advisory Services
Texas
$234K +$242K +11,863 New
PTC
608
Petrus Trust Company
Texas
$234K +$242K +11,892 New
PSUF
609
People's United Financial
Connecticut
$233K -$84.9K -4,172 -26%
LOAME
610
Lombard Odier Asset Management (Europe)
United Kingdom
$233K – – –
CS
611
Comerica Securities
Michigan
$233K +$19.2K +941 +9%
CFB
612
Cullen/Frost Bankers
Texas
$232K -$11K -542 -4%
SW
613
SVB Wealth
Massachusetts
$232K +$240K +11,811 New
ECM
614
Evergreen Capital Management
Washington
$231K +$3.54K +174 +2%
PP
615
Pacifica Partners
Canada
$228K -$4.15K -204 -2%
DWT
616
Dorsey & Whitney Trust
South Dakota
$225K -$24K -1,178 -9%
WAM
617
Wakefield Asset Management
Colorado
$225K +$1.95K +96 +0.8%
PA
618
Pinnacle Associates
New York
$222K +$25.2K +1,237 +12%
HPC
619
Hobart Private Capital
North Carolina
$222K +$230K +11,275 New
CSC
620
Cove Street Capital
California
$221K -$21K -1,030 -8%
KWM
621
Kingsview Wealth Management
Oregon
$221K +$229K +11,250 New
STA
622
Summit Trail Advisors
New York
$217K +$228K +11,218 New
CFN
623
Cordasco Financial Network
Florida
$215K -$12K -588 -5%
AWM
624
Avior Wealth Management
Nebraska
$214K +$59.4K +2,917 +36%
MFW
625
Mosaic Family Wealth
Missouri
$212K -$45.7K -2,246 -17%
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