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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
701
Wilkins Investment Counsel
Massachusetts
$216K – – –
GLI
702
Guardian Life Insurance
New York
$212K -$3.22K -56 -1%
FCIM
703
Fairview Capital Investment Management
California
$210K – – –
DAS
704
Dynamic Advisor Solutions
Arizona
$207K +$215K +3,734 New
I
705
IberiaBank
Louisiana
$204K -$98K -1,705 -32%
BRWM
706
B. Riley Wealth Management
Tennessee
$202K +$152K +2,650 +265%
MCM
707
Manchester Capital Management
Vermont
$193K -$17.8K -310 -8%
BBPWM
708
Blue Bell Private Wealth Management
Pennsylvania
$183K – – –
MFS
709
MSI Financial Services
Massachusetts
$183K +$138K +2,398 +266%
RNS
710
Robert N. Shapiro
$182K -$43.7K -761 -19%
BC
711
Bartlett & Co
Ohio
$182K +$134K +2,325 +241%
BEAM
712
Baker Ellis Asset Management
Washington
$174K -$11.5K -200 -6%
CLOS
713
Compagnie Lombard Odier SCmA
Switzerland
$173K – – –
SOAMC
714
Spirit of America Management Corp
New York
$170K +$177K +3,076 New
WTC
715
WhitTier Trust Company
Nevada
$166K – – –
LBG
716
Lloyds Banking Group
United Kingdom
$153K -$2.41K -42 -1%
BOK
717
Bank of Kentucky
Kentucky
$142K -$5.75K -100 -4%
EWM
718
Elite Wealth Management
Washington
$138K +$143K +2,491 New
TFA
719
Transamerica Financial Advisors
Florida
$129K +$402 +7 +0.3%
LIM
720
Longfellow Investment Management
Massachusetts
$126K – – –
BG
721
Bollard Group
Massachusetts
$120K +$1.26K +22 +1%
SNT
722
Security National Trust
West Virginia
$116K – – –
SC
723
Saturna Capital
Washington
$111K -$86.2K -1,500 -43%
RIA
724
Regal Investment Advisors
Michigan
$111K – – –
JFGIW
725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K -$632 -11 -0.6%
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