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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
901
Brevan Howard Capital Management
Jersey
$288K +$290K +8,267 New
APP
902
Avantax Planning Partners
Iowa
$287K -$7.16K -204 -2%
MIM
903
Moseley Investment Management
Florida
$286K -$21.7K -619 -7%
EFG
904
Everhart Financial Group
Ohio
$286K +$59.3K +1,690 +26%
MSA
905
Marino Stram & Associates
Massachusetts
$283K +$285K +8,131 New
SMC
906
Smith, Moore & Co
Missouri
$283K +$21.9K +625 +8%
BWM
907
Birchcreek Wealth Management
Ohio
$282K – – –
CFB
908
Cullen/Frost Bankers
Texas
$281K -$60.7K -1,731 -18%
CG
909
Clarus Group
Texas
$278K -$48.7K -1,387 -15%
MFIM
910
Mesirow Financial Investment Management
Illinois
$275K +$277K +7,888 New
CFG
911
Citizens Financial Group
Rhode Island
$274K -$30.3K -862 -10%
VFA
912
Valeo Financial Advisors
Indiana
$274K +$28.8K +821 +12%
WTC
913
WhitTier Trust Company
Nevada
$273K -$105 -3 -0%
CHJWM
914
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K – – –
NP
915
NorthRock Partners
Minnesota
$272K +$274K +7,801 New
SIC
916
Sterling Investment Counsel
New York
$272K +$6.25K +178 +2%
EHWM
917
Eads & Heald Wealth Management
Georgia
$270K +$28.6K +815 +12%
1WA
918
180 Wealth Advisors
Washington
$269K -$7.44K -212 -3%
BIG
919
Brooklyn Investment Group
New York
$268K +$270K +7,702 New
CG
920
Caprock Group
Idaho
$267K -$81.3K -2,316 -23%
WGAM
921
Wilkinson Global Asset Management
New York
$266K – – –
ARC
922
Advisor Resource Council
Texas
$266K +$268K +7,648 New
CCA
923
Cottonwood Capital Advisors
Utah
$263K -$195K -5,545 -42%
CCC
924
Chelsea Counsel Company
California
$261K – – –
IPAM
925
Investment Partners Asset Management
New Jersey
$261K +$263K +7,493 New
35 36
37
38 39