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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
776
Corsicana & Co
Texas
$168K +$162K +6,345 New
TFS
777
TrustCore Financial Services
Tennessee
$165K -$71.6K -2,797 -31%
CBT
778
CoreFirst Bank & Trust
Kansas
$157K – – –
HS
779
Horan Securities
United States
$148K +$88.1K +3,440 +161%
JWM
780
Janiczek Wealth Management
Colorado
$142K – – –
LF
781
Lee Financial
Texas
$138K -$44.6K -1,740 -25%
AFG
782
Albion Financial Group
Utah
$138K +$133K +5,200 New
GC
783
Grace Capital
Massachusetts
$133K – – –
NFSG
784
Newbridge Financial Services Group
Florida
$132K -$7.63K -298 -6%
SWM
785
Spire Wealth Management
Virginia
$126K -$1.64M -64,027 -93%
PFBT
786
Parkside Financial Bank & Trust
Missouri
$126K -$36K -1,407 -23%
LAS
787
Lloyd Advisory Services
Georgia
$125K +$103K +4,018 +569%
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$123K +$43.7K +1,705 +59%
JCM
789
Jacobi Capital Management
Pennsylvania
$116K +$22.3K +872 +25%
BBHC
790
Brown Brothers Harriman & Co
New York
$114K -$13.3K -520 -11%
WWMSC
791
Wagner Wealth Management (South Carolina)
South Carolina
$114K -$10.9K -425 -9%
T
792
TOBAM
France
$110K – – –
1IA
793
1834 Investment Advisors
Wisconsin
$110K +$94.7K +3,700 +824%
DI
794
Disciplined Investments
Oklahoma
$109K +$81.4K +3,178 +339%
EFSCE
795
Enterprise Financial Services Corp (EFSC)
Missouri
$108K +$2.33K +91 +2%
EIP
796
Ellis Investment Partners
Pennsylvania
$98K +$1.43K +56 +2%
LWCFA
797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97K +$93.2K +3,639 New
WP
798
WealthShield Partners
North Carolina
$96K +$44.6K +1,743 +93%
GAM
799
Gemmer Asset Management
California
$95K – – –
AWM
800
Accel Wealth Management
Iowa
$95K +$1.43K +56 +2%
30 31
32
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