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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
701
SageView Advisory Group
California
$883K -$408K -9,278 -32%
WC
702
Waterloo Capital
Texas
$881K -$134K -3,050 -14%
DI
703
Diligent Investors
California
$881K +$220 +5 +0%
SGCA
704
Steel Grove Capital Advisors
Tennessee
$879K – – –
AA
705
Axiom Advisory
California
$876K +$21.9K +498 +3%
FDS
706
Freedom Day Solutions
Texas
$870K +$16.9K +384 +2%
SW
707
SteelPeak Wealth
California
$858K -$12.9K -294 -2%
RIA
708
Realta Investment Advisors
Delaware
$854K +$89.5K +2,036 +14%
BTC
709
Bank & Trust Company
Illinois
$852K – – –
CTC
710
Central Trust Company
Missouri
$851K -$83.4K -1,898 -9%
FIM
711
Fernwood Investment Management
Massachusetts
$850K -$16.5K -375 -2%
SCM
712
Sterneck Capital Management
Missouri
$850K -$61.8K -1,407 -7%
IP
713
Ignite Planners
California
$849K -$19.1K -435 -2%
SAM
714
Smartleaf Asset Management
Massachusetts
$848K +$172K +3,905 +26%
TFS
715
Thoroughbred Financial Services
Tennessee
$847K +$2.2K +50 +0.3%
DBRC
716
D.B. Root & Company
Pennsylvania
$843K -$194K -4,415 -19%
GAG
717
GM Advisory Group
New York
$840K +$138K +3,138 +21%
LOAMS
718
Lombard Odier Asset Management (Switzerland)
Switzerland
$837K +$176K +3,998 +28%
BWA
719
Beam Wealth Advisors
Louisiana
$836K -$23.7K -539 -3%
BFM
720
Boothbay Fund Management
New York
$834K +$803K +18,267 New
BWM
721
BlackDiamond Wealth Management
New York
$830K -$143K -3,259 -18%
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$828K -$132K -3,000 -14%
SFP
723
Shepherd Financial Partners
Massachusetts
$827K +$797K +18,124 New
EA
724
Everpar Advisors
Oklahoma
$827K -$171K -3,884 -18%
DP
725
Dearborn Partners
Illinois
$827K +$8.84K +201 +1%
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