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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
826
OneAscent Wealth Management
Alabama
$334K +$338K +9,911 New
FW
827
FirstPurpose Wealth
Utah
$333K +$3.82K +112 +1%
CFB
828
Cullen/Frost Bankers
Texas
$330K +$13.2K +386 +4%
CWM
829
CarsonAllaria Wealth Management
Illinois
$329K -$102 -3 -0%
SIMG
830
Sonora Investment Management Group
Arizona
$328K – – –
PCA
831
Pallas Capital Advisors
Massachusetts
$328K +$327K +9,590 New
CS
832
Comerica Securities
Michigan
$328K -$322K -9,428 -49%
BHPW
833
Beverly Hills Private Wealth
California
$327K +$46.2K +1,354 +16%
CLOS
834
Compagnie Lombard Odier SCmA
Switzerland
$327K -$99K -2,900 -23%
EW
835
Evoke Wealth
California
$323K +$24.1K +707 +8%
DCBT
836
Dakota Community Bank & Trust
North Dakota
$323K +$273 +8 +0.1%
CFG
837
Cooper Financial Group
California
$321K -$111K -3,239 -25%
CA
838
Calton & Associates
Florida
$321K +$325K +9,525 New
IA
839
IFP Advisors
Florida
$319K -$516K -15,118 -61%
IAA
840
Independent Advisor Alliance
North Carolina
$317K -$192K -5,623 -37%
SC
841
Syon Capital
California
$316K +$320K +9,375 New
CG
842
Clarus Group
Texas
$316K -$29K -850 -8%
ACG
843
Allen Capital Group
Nebraska
$315K +$28K +820 +9%
LNC
844
Lincoln National Corp
Pennsylvania
$314K -$4.06K -119 -1%
IWM
845
IHT Wealth Management
Illinois
$312K +$3.82K +112 +1%
WPW
846
Waldron Private Wealth
Pennsylvania
$307K +$14.7K +432 +5%
PP
847
Patten & Patten
Tennessee
$305K +$37.4K +1,095 +14%
ECP
848
Epacria Capital Partners
Colorado
$303K – – –
FWP
849
FAS Wealth Partners
Kansas
$303K +$3.52K +103 +1%
SWM
850
Spire Wealth Management
Virginia
$301K -$58.6K -1,716 -16%
32 33
34
35 36