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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
601
Vident Investment Advisory
Georgia
$778K +$189K +6,131 +31%
KCG
602
Kinsale Capital Group
Virginia
$777K +$614K +19,888 +324%
PM
603
Penbrook Management
New York
$776K – – –
ES
604
ETF Store
Kansas
$773K +$40K +1,294 +5%
WJWM
605
Williams Jones Wealth Management
New York
$758K -$1.33K -43 -0.2%
DF
606
Donoghue Forlines
Massachusetts
$755K -$11.6K -374 -1%
EFS
607
Essex Financial Services
Connecticut
$755K -$13.9K -451 -2%
EDRIA
608
Edmonds Duncan Registered Investment Advisors
Kansas
$755K – – –
MIM
609
MTM Investment Management
South Carolina
$754K – – –
BCV
610
Banque Cantonale Vaudoise
Switzerland
$751K – – –
RVPG
611
Relative Value Partners Group
$751K – – –
TRCT
612
Tower Research Capital (TRC)
New York
$749K -$60.2K -1,949 -7%
RC
613
RBF Capital
California
$747K – – –
PFO
614
Pathstone Family Office
New Jersey
$743K -$508K -16,432 -40%
MPPW
615
Mitchell & Pahl Private Wealth
Oklahoma
$731K -$30.4K -983 -4%
HFG
616
Heron Financial Group
New York
$729K +$754K +24,410 New
HAM
617
Hedges Asset Management
Nevada
$729K – – –
HWM
618
HB Wealth Management
Georgia
$727K +$109K +3,525 +17%
FCP
619
Fidelis Capital Partners
Florida
$724K +$741K +24,002 New
SGCA
620
Steel Grove Capital Advisors
Tennessee
$724K – – –
CS
621
Cannell & Spears
New York
$720K – – –
FAM
622
Formidable Asset Management
Ohio
$709K +$70.2K +2,271 +11%
TMAM
623
Tokio Marine Asset Management
Japan
$708K +$41.6K +1,346 +6%
IFU
624
iSAM Funds (UK)
United Kingdom
$708K +$733K +23,713 New
GWM
625
Geneos Wealth Management
Colorado
$707K -$11.5K -372 -2%
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