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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
676
Greenleaf Trust
Michigan
$233K +$224K +9,849 New
MHS
677
M Holdings Securities
Oregon
$232K +$222K +9,785 New
MWA
678
Meridian Wealth Advisors
Texas
$231K +$221K +9,731 New
AIM
679
Aspen Investment Management
Michigan
$230K +$221K +9,719 New
AAS
680
Avantax Advisory Services
Texas
$230K +$222K +9,775 New
W
681
WealthStone
Ohio
$228K +$219K +9,657 New
CSC
682
Cove Street Capital
California
$227K – – –
APP
683
Avantax Planning Partners
Iowa
$227K +$217K +9,565 New
NW
684
NewEdge Wealth
Pennsylvania
$227K +$218K +9,580 New
ANRIA
685
American National Registered Investment Advisor
Texas
$227K +$218K +9,600 New
LNC
686
Lincoln National Corp
Pennsylvania
$225K -$67.5K -2,973 -24%
SCI
687
Stableford Capital II
Arizona
$225K +$216K +9,500 New
RWM
688
Ritholtz Wealth Management
New York
$225K +$216K +9,509 New
PCS
689
Personal CFO Solutions
New Jersey
$225K +$216K +9,513 New
BCM
690
Bluefin Capital Management
New York
$224K -$32.7K -1,440 -13%
OWA
691
Outlook Wealth Advisors
Texas
$224K +$215K +9,455 New
ACM
692
AlphaCrest Capital Management
New York
$220K -$26.6K -1,172 -11%
GC
693
Gilbert & Cook
Iowa
$219K +$210K +9,260 New
CM
694
Capula Management
Cayman Islands
$218K -$100K -4,413 -32%
PFA
695
Pettinga Financial Advisors
Indiana
$218K +$209K +9,184 New
OPS
696
Orion Portfolio Solutions
Nebraska
$217K +$208K +9,161 New
MC
697
Maverick Capital
Texas
$216K +$207K +9,109 New
ACG
698
Allen Capital Group
Nebraska
$216K +$207K +9,110 New
BCA
699
Berman Capital Advisors
Georgia
$214K +$18.1K +798 +10%
TFS
700
TrustCore Financial Services
Tennessee
$214K +$35.2K +1,551 +21%
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