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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
901
StoneX Group
New York
$207K +$228K +6,615 New
LAS
902
Lloyd Advisory Services
Georgia
$207K -$173 -5 -0.1%
FT
903
Fiduciary Trust
Massachusetts
$207K – – –
LF
904
Lee Financial
Texas
$207K +$14.4K +416 +7%
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$206K +$227K +6,588 New
RPCONE
906
Retirement Planning Company of New England
Rhode Island
$205K -$2.14K -62 -0.9%
CB
907
Cadence Bank
Mississippi
$205K +$4.83K +140 +2%
ACM
908
Adalta Capital Management
New York
$203K -$69K -2,000 -24%
CWS
909
Confluence Wealth Services
Pennsylvania
$203K +$207K +5,994 New
PFO
910
Pathstone Family Office
New Jersey
$203K +$224K +6,496 New
JEST
911
JTC Employer Solutions Trustee
Jersey
$202K – – –
HI
912
Harbour Investments
Wisconsin
$202K +$223K +6,467 New
WSTAM
913
Wilbanks Smith & Thomas Asset Management
Virginia
$200K +$13.7K +397 +7%
ST
914
Smithfield Trust
Pennsylvania
$190K +$7.01K +203 +3%
DMBA
915
Deseret Mutual Benefit Administrators
Utah
$186K -$11.8K -341 -5%
HNB
916
Huntington National Bank
Ohio
$185K -$3.35K -97 -2%
PAM
917
Paradigm Asset Management
New York
$184K +$204K +5,900 New
JMF
918
Johnson Midwest Financial
Iowa
$176K +$191K +5,534 +5,705%
GI
919
Gradient Investments
Minnesota
$175K +$191K +5,539 +8,267%
CCM
920
Chilton Capital Management
Texas
$175K +$194K +5,608 New
SSG
921
Summit Securities Group
New York
$173K -$1.76K -51 -0.9%
MME
922
Meag Munich Ergo
Germany
$172K -$58.2K -1,686 -23%
HBW
923
Hazlett, Burt & Watson
West Virginia
$160K +$173 +5 +0.1%
WTC
924
WhitTier Trust Company
Nevada
$159K +$26.4K +764 +18%
CA
925
CoreCap Advisors
Michigan
$158K +$174K +5,050 New
35 36
37
38 39