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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
776
Diversified Trust
Tennessee
$360K +$372K +12,055 New
CG
777
Caprock Group
Idaho
$360K +$91.2K +2,952 +32%
BSW
778
Buckingham Strategic Wealth
Missouri
$356K – – –
HT
779
Heritage Trust
Oklahoma
$356K – – –
MLL
780
Moody Lynn & Lieberson
Massachusetts
$355K +$3.49K +113 +1%
PP
781
Pacifica Partners
Canada
$355K -$5.22K -169 -1%
OWM
782
OneAscent Wealth Management
Alabama
$354K +$11.1K +358 +3%
BP
783
Ballentine Partners
Massachusetts
$354K -$76.1K -2,462 -17%
C
784
CEDRUS
Colorado
$353K +$32.9K +1,065 +10%
KI
785
Kula Investments
Illinois
$350K +$362K +11,713 New
CFB
786
Cullen/Frost Bankers
Texas
$349K -$35.8K -1,160 -9%
SWM
787
Spire Wealth Management
Virginia
$348K -$3.41M -110,492 -90%
CRC
788
Curi RMB Capital
Illinois
$347K – – –
BFIM
789
Beese Fulmer Investment Management
Ohio
$346K – – –
OFS
790
OneAscent Financial Services
Alabama
$345K +$18.3K +592 +5%
GAMC
791
Garner Asset Management Corp
Texas
$342K +$6.18K +200 +2%
RB
792
Renasant Bank
Mississippi
$339K -$8.56K -277 -2%
SAM
793
Shell Asset Management
Netherlands
$335K – – –
GIM
794
Groesbeck Investment Management
New Jersey
$333K – – –
SF
795
Synovus Financial
Georgia
$332K -$19.6K -636 -5%
HS
796
Horan Securities
United States
$330K +$11.1K +359 +3%
CL
797
Choreo LLC
Illinois
$329K +$341K +11,034 New
ACM
798
Aquatic Capital Management
Illinois
$328K +$340K +11,000 New
GIA
799
Guyasuta Investment Advisors
Pennsylvania
$328K +$339K +10,970 New
LOAMS
800
Lombard Odier Asset Management (Switzerland)
Switzerland
$327K +$83K +2,686 +33%
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