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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
776
Premier Path Wealth Partners
New Jersey
$1.05M +$5.9K +103 +0.6%
AWE
777
Avidian Wealth Enterprises
Texas
$1.04M +$35.1K +613 +4%
CMMS
778
Comprehensive Money Management Services
Florida
$1.04M -$11.4K -199 -1%
SAG
779
SageView Advisory Group
California
$1.04M -$43.8K -765 -4%
PCM
780
Pointe Capital Management
Michigan
$1.04M -$165K -2,882 -14%
DIA
781
Dana Investment Advisors
Wisconsin
$1.02M -$183K -3,205 -16%
MSE
782
MUFG Securities EMEA
United Kingdom
$1.02M +$973K +16,999 New
WC
783
Waterloo Capital
Texas
$1.01M -$6.35K -111 -0.7%
SAM
784
Smartleaf Asset Management
Massachusetts
$1.01M -$173K -3,030 -15%
SWA
785
SFMG Wealth Advisors
Texas
$1.01M +$44.7K +781 +5%
MCP
786
Mirador Capital Partners
California
$999K +$11.2K +196 +1%
BWA
787
Beam Wealth Advisors
Louisiana
$999K -$14K -245 -1%
EHC
788
Everett Harris & Co
California
$998K – – –
RCM
789
RNC Capital Management
California
$994K -$128K -2,235 -12%
V
790
ViaWealth
Kansas
$992K -$52.9K -924 -5%
SMA
791
Sage Mountain Advisors
Georgia
$992K +$39.6K +692 +4%
OKSA
792
O'Keefe Stevens Advisory
New York
$991K +$153K +2,678 +19%
CAM
793
Chesapeake Asset Management
New York
$991K -$9.62K -168 -1%
SC
794
Savant Capital
Illinois
$990K -$207K -3,610 -18%
CTC
795
Central Trust Company
Missouri
$986K -$18.5K -324 -2%
MW
796
Marcum Wealth
Ohio
$986K -$134K -2,349 -12%
GSWA
797
Good Steward Wealth Advisors
Tennessee
$977K +$936K +16,346 New
1WA
798
180 Wealth Advisors
Washington
$976K +$472K +8,249 +102%
EIP
799
Easterly Investment Partners
Massachusetts
$975K -$14.1K -247 -1%
SCM
800
Sterneck Capital Management
Missouri
$972K -$21.9K -383 -2%
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