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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
751
IHT Wealth Management
Illinois
$605K +$42.4K +1,057 +8%
RWP
752
RWA Wealth Partners
Massachusetts
$603K +$642 +16 +0.1%
CRC
753
Curi RMB Capital
Illinois
$603K -$236K -5,882 -29%
LAM
754
Lummis Asset Management
Texas
$601K – – –
SAM
755
Seelaus Asset Management
New Jersey
$600K – – –
VWA
756
Visionary Wealth Advisors
Illinois
$599K -$13.1K -326 -2%
OCM
757
One Capital Management
California
$596K +$563K +14,030 New
CSC
758
Caldwell Sutter Capital
California
$596K -$8.5K -212 -1%
TW
759
Trajan Wealth
Arizona
$595K -$40.2K -1,001 -7%
HNB
760
Hilltop National Bank
Wyoming
$594K – – –
UB
761
UMB Bank
Missouri
$587K +$20.2K +504 +4%
PS
762
Presima Securities
Quebec, Canada
$587K – – –
LFGO
763
Legacy Financial Group (Oklahoma)
Oklahoma
$585K -$9.55K -238 -2%
SF
764
Symphony Financial
Texas
$583K +$321K +8,002 +139%
JF
765
Jump Financial
Illinois
$580K -$92.3K -2,300 -14%
PTC
766
Private Trust Company
Ohio
$579K +$14.8K +368 +3%
FAIM
767
Financial Advocates Investment Management
Washington
$578K -$94.1K -2,346 -15%
FSC
768
Full Sail Capital
Oklahoma
$577K +$3.09K +77 +0.6%
SFI
769
Siemens Fonds Invest
Germany
$577K +$34.2K +853 +7%
GL
770
Graypoint LLC
New York
$577K +$70.4K +1,756 +15%
CD
771
Chapin Davis
Maryland
$574K – – –
AH
772
Addis & Hill
Pennsylvania
$573K – – –
STA
773
Summit Trail Advisors
New York
$566K +$148K +3,678 +38%
CF
774
Centaurus Financial
California
$565K +$1.69K +42 +0.3%
TCA
775
Transcend Capital Advisors
New Jersey
$559K -$26.1K -650 -5%
29 30
31
32 33