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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
876
Patten & Patten
Tennessee
$226K – – –
DU
877
Delphia (USA)
Ontario, Canada
$226K +$250K +7,241 New
PFM
878
Parsec Financial Management
North Carolina
$226K +$250K +7,245 New
AWA
879
Arete Wealth Advisors
Illinois
$224K -$23.9K -691 -9%
LWCFA
880
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K +$127K +3,679 +105%
IAN
881
Integrated Advisors Network
Texas
$223K -$95.3K -2,760 -28%
WPC
882
Wedmont Private Capital
Pennsylvania
$223K +$30.5K +883 +14%
MIFH
883
Migdal Insurance & Financial Holdings
Israel
$221K +$34.2K +992 +16%
T
884
TCWP
Ohio
$220K -$5.01K -145 -2%
SIG
885
Sargent Investment Group
Maryland
$220K +$244K +7,065 New
NF
886
NTB Financial
Colorado
$218K – – –
C
887
CEDRUS
Colorado
$218K +$241K +6,969 New
EFG
888
Everhart Financial Group
Ohio
$217K +$241K +6,968 New
AL
889
Arnhold LLC
New York
$216K – – –
ZCA
890
Zeke Capital Advisors
Pennsylvania
$216K +$1.35K +39 +0.6%
PWP
891
Principle Wealth Partners
Connecticut
$215K – – –
ATC
892
Adirondack Trust Company
New York
$215K +$22.5K +653 +10%
CW
893
CreativeOne Wealth
Kansas
$213K -$41.7K -1,208 -15%
FM
894
Foster & Motley
Ohio
$211K -$14.9K -433 -6%
CWM
895
Cornerstone Wealth Management
Missouri
$211K -$6.32K -183 -3%
FW
896
FirstPurpose Wealth
Utah
$210K +$14.2K +412 +7%
BFEC
897
Benjamin F. Edwards & Company
Missouri
$210K +$47.2K +1,368 +26%
AG
898
AIA Group
Hong Kong
$210K +$130K +3,760 +126%
UFA
899
US Financial Advisors
Massachusetts
$209K +$231K +6,700 New
SG
900
StoneX Group
New York
$207K +$228K +6,615 New
34 35
36
37 38