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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
901
V-Square Quantitative Management
Illinois
$219K +$226K +7,319 New
BTI
902
Blue Trust Inc
Georgia
$218K +$36.4K +1,179 +22%
PP
903
Patten & Patten
Tennessee
$216K – – –
CM
904
Capital Management
Virginia
$215K -$25K -810 -10%
MGAM
905
McGowan Group Asset Management
Texas
$214K -$14.4K -466 -6%
HFP
906
Holistic Financial Partners
Indiana
$214K -$21.6K -699 -9%
MG
907
Mather Group
Illinois
$213K -$494K -15,978 -69%
OCG
908
Opus Capital Group
Ohio
$213K -$1.85K -60 -0.8%
BFEC
909
Benjamin F. Edwards & Company
Missouri
$213K -$710 -23 -0.3%
SIC
910
Sterling Investment Counsel
New York
$213K -$20.7K -670 -9%
ACM
911
AlphaStar Capital Management
North Carolina
$210K – – –
KP
912
Keel Point
Alabama
$210K +$21.4K +692 +11%
BAM
913
Belpointe Asset Management
Nevada
$209K -$69.6K -2,253 -24%
AIP
914
Ahrens Investment Partners
Louisiana
$209K -$52.6K -1,703 -20%
LSPW
915
Lake Street Private Wealth
Illinois
$208K -$4.88K -158 -2%
MFWP
916
Mosaic Family Wealth Partners
Missouri
$208K +$247 +8 +0.1%
AC
917
Annandale Capital
Texas
$207K -$29.6K -959 -12%
JWM
918
Janiczek Wealth Management
Colorado
$206K -$5.07K -164 -2%
CWS
919
Confluence Wealth Services
Pennsylvania
$205K +$16K +518 +8%
T
920
TCWP
Ohio
$205K -$41K -1,328 -16%
PCM
921
Parsons Capital Management
Rhode Island
$202K +$209K +6,775 New
GIA
922
Gateway Investment Advisers
Ohio
$202K -$9.14K -296 -4%
JEST
923
JTC Employer Solutions Trustee
Jersey
$193K – – –
EWA
924
EverSource Wealth Advisors
Alabama
$187K -$74.3K -2,405 -28%
LF
925
Lee Financial
Texas
$186K -$12.4K -402 -6%
35 36
37
38 39