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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
801
Cypress Wealth Services
California
$328K -$90K -3,000 -23%
SFI
802
Siemens Fonds Invest
Germany
$328K – – –
PSC
803
Portman Square Capital
United Kingdom
$328K -$135K -4,505 -31%
PA
804
Parallel Advisors
California
$327K +$30.6K +1,021 +11%
CB
805
Community Bank
New York
$326K – – –
HA
806
Harbor Advisors
Florida
$326K – – –
SWM
807
Stockman Wealth Management
Montana
$326K – – –
CAM
808
Chesapeake Asset Management
New York
$325K +$32.2K +1,073 +12%
RIA
809
Retirement Investment Advisors
Oklahoma
$324K – – –
APA
810
Astoria Portfolio Advisors
New York
$323K -$13.5K -449 -5%
EWA
811
EP Wealth Advisors
California
$322K +$116K +3,878 New
BFEC
812
Benjamin F. Edwards & Company
Missouri
$320K +$80.3K +2,676 +38%
CWM
813
CarsonAllaria Wealth Management
Illinois
$319K +$2.31K +77 +0.8%
FW
814
FirstPurpose Wealth
Utah
$319K +$31.3K +1,043 +12%
SIMG
815
Sonora Investment Management Group
Arizona
$318K -$7.5K -250 -3%
CAMG
816
CWA Asset Management Group
Florida
$315K +$40.9K +1,364 +16%
CW
817
CreativeOne Wealth
Kansas
$313K -$17K -568 -6%
DCBT
818
Dakota Community Bank & Trust
North Dakota
$313K +$7.8K +260 +3%
FRM
819
Fox Run Management
Connecticut
$312K -$99.6K -3,320 -26%
SWM
820
Segment Wealth Management
Texas
$309K -$39K -1,300 -12%
LNC
821
Lincoln National Corp
Pennsylvania
$308K +$27K +899 +11%
CFB
822
Cullen/Frost Bankers
Texas
$308K -$67.9K -2,261 -19%
VSQM
823
V-Square Quantitative Management
Illinois
$307K +$62.8K +2,091 +29%
APP
824
Avantax Planning Partners
Iowa
$307K +$9.12K +304 +3%
IWM
825
IHT Wealth Management
Illinois
$299K -$42K -1,401 -13%
31 32
33
34 35