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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
801
SteelPeak Wealth
California
$325K +$67.5K +2,184 +25%
WI
802
Wintrust Investments
Illinois
$325K +$20.7K +670 +7%
WPA
803
West Paces Advisors
Georgia
$322K +$58.3K +1,887 +21%
SWM
804
Segment Wealth Management
Texas
$321K – – –
SBH
805
Segall Bryant & Hamill
Illinois
$320K -$3.52K -114 -1%
IWM
806
IHT Wealth Management
Illinois
$315K +$31.5K +1,020 +11%
CCA
807
Cottonwood Capital Advisors
Utah
$315K -$6.83K -221 -2%
PFM
808
Phillips Financial Management
Indiana
$315K -$18.1K -587 -5%
TFA
809
Teamwork Financial Advisors
Texas
$312K -$11.6K -374 -3%
SWP
810
Stratos Wealth Partners
Ohio
$308K -$48K -1,555 -13%
SIA
811
Strategic Investment Advisors
Michigan
$307K +$17.6K +570 +6%
FNT
812
First National Trust
Pennsylvania
$306K +$316K +10,232 New
WCA
813
Westover Capital Advisors
Delaware
$305K – – –
1IA
814
1620 Investment Advisors
Massachusetts
$304K -$216 -7 -0.1%
CW
815
CreativeOne Wealth
Kansas
$303K +$24K +777 +8%
SFI
816
Siemens Fonds Invest
Germany
$301K -$2.9K -94 -0.9%
WSTAM
817
Wilbanks Smith & Thomas Asset Management
Virginia
$301K -$11.1K -358 -3%
CB
818
Community Bank
New York
$299K – – –
HA
819
Harbor Advisors
Florida
$299K – – –
SWM
820
Stockman Wealth Management
Montana
$299K – – –
SIMG
821
Sonora Investment Management Group
Arizona
$299K +$7.26K +235 +2%
RIA
822
Retirement Investment Advisors
Oklahoma
$296K +$307K +9,928 New
PWM
823
Perigon Wealth Management
California
$293K +$25.1K +813 +9%
APA
824
Astoria Portfolio Advisors
New York
$293K -$20.8K -673 -6%
GSEP
825
Golden State Equity Partners
California
$292K +$302K +9,782 New
31 32
33
34 35