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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
V
701
ValueWorks
New York
$275K +$252 +10 +0.1%
PRC
702
Pearl River Capital
Michigan
$273K +$265K +10,532 New
CA
703
Continuum Advisory
Idaho
$272K +$264K +10,475 New
IF
704
Intrua Financial
Texas
$271K +$241K +9,577 New
RCM
705
RNC Capital Management
California
$268K – – –
CGL
706
Clarius Group LLC
Washington
$268K +$29.2K +1,159 +13%
KMWM
707
Keudell/Morrison Wealth Management
Oregon
$267K +$9.69K +385 +4%
PCS
708
Personal CFO Solutions
New Jersey
$265K -$5.99K -238 -2%
WCA
709
Westover Capital Advisors
Delaware
$265K – – –
PWP
710
Principle Wealth Partners
Connecticut
$265K +$257K +10,198 New
COF
711
Capital One Financial
Virginia
$264K -$9.74K -387 -4%
DTIM
712
Danda Trouve Investment Management
Kansas
$263K -$105K -4,167 -29%
CFN
713
Cordasco Financial Network
Florida
$262K – – –
PFM
714
Phillips Financial Management
Indiana
$262K – – –
WG
715
Winton Group
United Kingdom
$261K -$265K -10,532 -51%
AIA
716
Arbor Investment Advisors
North Carolina
$259K – – –
CB
717
Community Bank
New York
$259K – – –
HA
718
Harbor Advisors
Florida
$259K – – –
SWM
719
Stockman Wealth Management
Montana
$259K – – –
MAFM
720
Mid Atlantic Financial Management
Pennsylvania
$257K -$2.04K -81 -0.8%
MWA
721
Meridian Wealth Advisors
Texas
$256K +$1.94K +77 +0.8%
HB
722
Homrich & Berg
Georgia
$255K +$41K +1,630 +20%
RIA
723
Realta Investment Advisors
Delaware
$253K +$2.34K +93 +1%
HI
724
Harbour Investments
Wisconsin
$251K +$70.5K +2,799 +41%
ANRIA
725
American National Registered Investment Advisor
Texas
$249K – – –
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