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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
901
Townsend & Associates
Colorado
$236K +$209K +6,951 New
CM
902
Capital Management
Virginia
$235K – – –
WI
903
Wintrust Investments
Illinois
$234K -$112K -3,734 -34%
OCG
904
Opus Capital Group
Ohio
$233K – – –
LF
905
Lee Financial
Texas
$229K +$23.8K +793 +13%
CWM
906
Curi Wealth Management
North Carolina
$228K -$21.4K -712 -9%
MFWP
907
Mosaic Family Wealth Partners
Missouri
$228K +$90 +3 +0%
O
908
Ossiam
France
$227K +$138K +4,594 +194%
AC
909
Annandale Capital
Texas
$226K – – –
CWS
910
Confluence Wealth Services
Pennsylvania
$226K +$1.11K +37 +0.5%
GT
911
Glenview Trust
Kentucky
$224K +$206K +6,877 New
SIG
912
Sargent Investment Group
Maryland
$221K +$203K +6,780 New
PCM
913
Parsons Capital Management
Rhode Island
$221K – – –
MCCA
914
Mill Creek Capital Advisors
Pennsylvania
$221K +$203K +6,773 New
JWM
915
Janiczek Wealth Management
Colorado
$221K – – –
FT
916
Fiduciary Trust
Massachusetts
$218K +$200K +6,677 New
WSTAM
917
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$102K -3,413 -34%
LSA
918
Lion Street Advisors
Texas
$217K +$232K +7,742 New
PWPS
919
Pinnacle Wealth Planning Services
Ohio
$216K -$25.1K -838 -11%
QT
920
Quantamental Technologies
New York
$216K +$198K +6,608 New
BW
921
Bison Wealth
Georgia
$215K +$198K +6,593 New
CG
922
Colony Group
Massachusetts
$215K +$198K +6,601 New
DFCM
923
Dark Forest Capital Management
Puerto Rico
$214K +$197K +6,573 New
JEST
924
JTC Employer Solutions Trustee
Jersey
$211K – – –
JCM
925
Jacobi Capital Management
Pennsylvania
$210K +$193K +6,447 New
35 36
37
38 39