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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
801
CSat Investment Advisory
Michigan
$6K -$2.81K -97 -32%
TC
802
Trilogy Capital
California
$6K +$145 +5 +2%
CJA
803
C-J Advisory
California
$6K +$6.85K +236 New
CB
804
Community Bank
New York
$5K – – –
JAM
805
JCIC Asset Management
Ontario, Canada
$5K – – –
TFO
806
Tarbox Family Office
California
$5K – – –
VFA
807
Valeo Financial Advisors
Indiana
$5K +$2.09K +72 +55%
RFA
808
Reilly Financial Advisors
California
$5K +$5.57K +192 New
CG
809
Cutler Group
California
$4K -$163K -5,623 -97%
GWS
810
Glassman Wealth Services
Virginia
$4K – – –
PMFA
811
Plante Moran Financial Advisors
Michigan
$4K – – –
KJWM
812
Kiley Juergens Wealth Management
Washington
$4K +$58 +2 +1%
TAIM
813
TD Ameritrade Investment Management
Nebraska
$4K +$2.9K +100 +182%
RMAM
814
Raab & Moskowitz Asset Management
New Jersey
$4K +$4.44K +153 New
LFA
815
Legacy Financial Advisors
Kentucky
$3K – – –
WWMSC
816
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
HR
817
Howe & Rusling
New York
$3K +$3.28K +113 New
CAC
818
Certified Advisory Corp
Florida
$3K +$3.71K +128 New
RWM
819
Raffa Wealth Management
District of Columbia
$2.67K – – –
BBA
820
Braun-Bostich & Associates
Pennsylvania
$2K – – –
LFG
821
LifePlan Financial Group
Ohio
$2K – – –
OFW
822
Omnia Family Wealth
Florida
$2K – – –
SNT
823
Security National Trust
West Virginia
$2K – – –
KF
824
Krilogy Financial
Missouri
$2K +$1.97K +68 New
BCI
825
Brinker Capital Investments
Pennsylvania
$2K +$2.23K +77 New
31 32
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