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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
676
Advisor OS
Illinois
$561K +$67.5K +2,249 +15%
DWM
677
Drive Wealth Management
Utah
$555K -$87.7K -2,921 -15%
WANY
678
Wealthspire Advisors (New York)
New York
$554K -$1.95K -65 -0.4%
CCM
679
Coldstream Capital Management
Washington
$547K +$34.2K +1,138 +7%
DGAM
680
Desjardins Global Asset Management
Quebec, Canada
$546K – – –
AAS
681
Avantax Advisory Services
Texas
$543K +$780 +26 +0.2%
CCB
682
Country Club Bank
Missouri
$537K -$450 -15 -0.1%
LFGO
683
Legacy Financial Group (Oklahoma)
Oklahoma
$537K -$22.1K -737 -4%
AWE
684
Avidian Wealth Enterprises
Texas
$534K -$818K -27,271 -62%
HNWAG
685
High Net Worth Advisory Group
Florida
$531K +$110K +3,653 +29%
SFA
686
Sequoia Financial Advisors
Ohio
$531K +$31.8K +1,059 +7%
AIM
687
Aspen Investment Management
Michigan
$526K +$23.4K +779 +5%
EFS
688
Essex Financial Services
Connecticut
$525K -$276K -9,196 -36%
FMAEN1
689
Fund Management at Engine No 1
California
$518K +$33.1K +1,102 +7%
TCA
690
Transcend Capital Advisors
New Jersey
$515K +$26K +867 +6%
SCM
691
Sterneck Capital Management
Missouri
$513K – – –
HAG
692
HF Advisory Group
Maryland
$511K +$470K +15,667 New
EWA
693
Exencial Wealth Advisors
Oklahoma
$509K -$82.3K -2,741 -15%
CFAM
694
Center For Asset Management
Florida
$509K -$240K -8,003 -34%
RIA
695
Realta Investment Advisors
Delaware
$505K +$1.41K +47 +0.3%
SAM
696
Shell Asset Management
Netherlands
$503K +$125K +4,181 +37%
SG
697
Somerset Group
Minnesota
$502K – – –
FFA
698
First Foundation Advisors
California
$499K +$86.6K +2,885 +23%
LFAS
699
Level Four Advisory Services
Texas
$497K +$31.6K +1,053 +7%
P
700
Pitcairn
Pennsylvania
$496K -$5.88K -196 -1%
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