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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
726
HBK Sorce Advisory
Pennsylvania
$292K +$13.4K +485 +5%
CGL
727
Clarius Group LLC
Washington
$291K +$23.2K +839 +8%
JG
728
Jefferies Group
New York
$290K +$308K +11,151 New
PSUF
729
People's United Financial
Connecticut
$290K +$442 +16 +0.1%
WSCM
730
Wellington Shields Capital Management
New York
$289K -$28 -1 -0%
BMWM
731
Brown Miller Wealth Management
Virginia
$287K +$53.4K +1,931 +21%
PI
732
Putnam Investments
Massachusetts
$286K -$6.22K -225 -2%
TMAM
733
Tokio Marine Asset Management
Japan
$285K +$48.5K +1,756 +19%
ANTB
734
AMG National Trust Bank
Colorado
$281K -$5.78K -209 -2%
CCA
735
Cottonwood Capital Advisors
Utah
$281K +$298K +10,779 New
KMWM
736
Keudell/Morrison Wealth Management
Oregon
$279K +$12.4K +449 +4%
VF
737
Virtu Financial
New York
$278K +$295K +10,658 New
MGP
738
Metis Global Partners
California
$276K +$293K +10,606 New
SWM
739
Segment Wealth Management
Texas
$274K +$291K +10,515 New
MWA
740
Meridian Wealth Advisors
Texas
$272K +$16K +578 +6%
COF
741
Capital One Financial
Virginia
$271K +$6.66K +241 +2%
WANY
742
Wealthspire Advisors (New York)
New York
$269K +$42.3K +1,532 +17%
CWM
743
CarsonAllaria Wealth Management
Illinois
$267K +$283K +10,258 New
TCA
744
Transcend Capital Advisors
New Jersey
$266K -$31.3K -1,133 -10%
WCA
745
Westover Capital Advisors
Delaware
$266K – – –
CWM
746
Congress Wealth Management
Massachusetts
$266K +$283K +10,239 New
PFM
747
Phillips Financial Management
Indiana
$264K +$857 +31 +0.3%
CFN
748
Cordasco Financial Network
Florida
$263K – – –
AIA
749
Arbor Investment Advisors
North Carolina
$260K – – –
CB
750
Community Bank
New York
$260K – – –
28 29
30
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