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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
T
701
TOBAM
France
$83K – – –
MI
702
Markston International
New York
$77K -$1.58M -78,019 -95%
EFSCE
703
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$9.73K -480 -11%
ZB
704
Zions Bancorporation
Utah
$77K +$1.14K +56 +1%
SSWG
705
Seven Springs Wealth Group
Tennessee
$76K – – –
EIP
706
Ellis Investment Partners
Pennsylvania
$72K -$6.73K -332 -8%
GAM
707
Gemmer Asset Management
California
$72K – – –
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70K – – –
JCM
709
Jacobi Capital Management
Pennsylvania
$69K +$791 +39 +1%
HWA
710
Heritage Wealth Advisors
Virginia
$69K +$35.9K +1,772 +107%
AWM
711
Accel Wealth Management
Iowa
$69K +$70K +3,453 New
PFO
712
Pathstone Family Office
New Jersey
$65K +$66.1K +3,263 New
ST
713
Smithfield Trust
Pennsylvania
$64K +$4.26K +210 +7%
FCH
714
Freestone Capital Holdings
Washington
$61.2K +$466 +23 +0.8%
CTFG
715
Capstone Triton Financial Group
Oklahoma
$61K +$61.8K +3,048 New
AF
716
Advisornet Financial
Minnesota
$59K -$3.02K -149 -5%
IRC
717
Investors Research Corp
Georgia
$59K – – –
WT
718
Whittier Trust
California
$59K – – –
CG
719
Cutler Group
California
$58K -$117K -5,783 -66%
PP
720
PrairieView Partners
Minnesota
$58K – – –
HWA
721
HHM Wealth Advisors
Tennessee
$57K +$3.24K +160 +6%
RCC
722
Red Cedar Capital
Nebraska
$56K – – –
HI
723
Hudock Inc
Pennsylvania
$56K +$203 +10 +0.4%
MIP
724
Mondrian Investment Partners
United Kingdom
$55K – – –
SIM
725
Sonora Investment Management
Arizona
$54K -$34.7K -1,713 -39%
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