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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
901
Capital Management
Virginia
$235K – – –
WI
902
Wintrust Investments
Illinois
$234K -$112K -3,734 -34%
OCG
903
Opus Capital Group
Ohio
$233K – – –
LF
904
Lee Financial
Texas
$229K +$23.8K +793 +13%
CWM
905
Curi Wealth Management
North Carolina
$228K -$21.4K -712 -9%
MFWP
906
Mosaic Family Wealth Partners
Missouri
$228K +$90 +3 +0%
O
907
Ossiam
France
$227K +$138K +4,594 +194%
AC
908
Annandale Capital
Texas
$226K – – –
CWS
909
Confluence Wealth Services
Pennsylvania
$226K +$1.11K +37 +0.5%
GT
910
Glenview Trust
Kentucky
$224K +$206K +6,877 New
SIG
911
Sargent Investment Group
Maryland
$221K +$203K +6,780 New
PCM
912
Parsons Capital Management
Rhode Island
$221K – – –
MCCA
913
Mill Creek Capital Advisors
Pennsylvania
$221K +$203K +6,773 New
JWM
914
Janiczek Wealth Management
Colorado
$221K – – –
FT
915
Fiduciary Trust
Massachusetts
$218K +$200K +6,677 New
WSTAM
916
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$102K -3,413 -34%
LSA
917
Lion Street Advisors
Texas
$217K +$232K +7,742 New
PWPS
918
Pinnacle Wealth Planning Services
Ohio
$216K -$25.1K -838 -11%
QT
919
Quantamental Technologies
New York
$216K +$198K +6,608 New
BW
920
Bison Wealth
Georgia
$215K +$198K +6,593 New
CG
921
Colony Group
Massachusetts
$215K +$198K +6,601 New
DFCM
922
Dark Forest Capital Management
Puerto Rico
$214K +$197K +6,573 New
JEST
923
JTC Employer Solutions Trustee
Jersey
$211K – – –
JCM
924
Jacobi Capital Management
Pennsylvania
$210K +$193K +6,447 New
ET
925
Equitable Trust
Tennessee
$210K +$193K +6,442 New
35 36
37
38 39