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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
826
Sapient Capital
Indiana
$370K +$372K +10,609 New
AAM
827
Augustine Asset Management
Florida
$368K -$47.2K -1,345 -11%
DA
828
DCM Advisors
New York
$364K +$367K +10,457 New
WMA
829
Wealth Management Associates
New Jersey
$363K +$1.9K +54 +0.5%
WWA
830
WCG Wealth Advisors
Nevada
$361K +$364K +10,373 New
GI
831
Gradient Investments
Minnesota
$361K +$12.8K +364 +4%
PA
832
Parallel Advisors
California
$360K -$8.67K -247 -2%
FW
833
FirstPurpose Wealth
Utah
$360K +$16.3K +465 +5%
FNT
834
First National Trust
Pennsylvania
$356K – – –
IAS
835
Insigneo Advisory Services
Florida
$356K -$9.16K -261 -2%
WCA
836
Westover Capital Advisors
Delaware
$355K – – –
PP
837
Patten & Patten
Tennessee
$354K +$38.6K +1,100 +12%
EWA
838
EP Wealth Advisors
California
$353K -$25.2K -718 -7%
BJL
839
Brighton Jones LLC
Washington
$352K +$5.16K +147 +1%
SC
840
Syon Capital
California
$352K +$25.9K +737 +8%
IAIM
841
International Assets Investment Management
Florida
$352K -$4.63K -132 -1%
PWP
842
Precedent Wealth Partners
Texas
$351K +$353K +10,066 New
SWM
843
Stockman Wealth Management
Montana
$348K -$16.9K -481 -5%
HA
844
Harbor Advisors
Florida
$348K – – –
CTA
845
Chesley Taft & Associates
Illinois
$348K +$351K +10,000 New
CB
846
Community Bank
New York
$348K – – –
SIMG
847
Sonora Investment Management Group
Arizona
$342K +$2.56K +73 +0.7%
BHPW
848
Beverly Hills Private Wealth
California
$342K +$3.69K +105 +1%
CWS
849
Cypress Wealth Services
California
$339K +$341K +9,721 New
TSS
850
Two Sigma Securities
New York
$338K +$341K +9,715 New
32 33
34
35 36