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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
901
Arkos Global Advisors
Texas
$369K – – –
SMC
902
Smith, Moore & Co
Missouri
$365K +$160 +4 +0%
RIL
903
Rothschild Investment LLC
Illinois
$363K +$15.1K +377 +5%
PWP
904
Precedent Wealth Partners
Texas
$363K -$46K -1,146 -12%
BHPW
905
Beverly Hills Private Wealth
California
$361K -$35.5K -885 -9%
PWA
906
Phoenix Wealth Advisors
North Carolina
$360K +$340K +8,475 New
WFI
907
West Family Investments
California
$359K – – –
SIA
908
Schechter Investment Advisors
Michigan
$357K -$45.5K -1,134 -12%
CI
909
CX Institutional
Indiana
$357K +$9.15K +228 +3%
MNBTD
910
Moody National Bank Trust Division
Texas
$354K -$3.81K -95 -1%
VC
911
Vicus Capital
Pennsylvania
$354K +$2.93K +73 +0.9%
CFG
912
Cooper Financial Group
California
$353K -$21.5K -536 -6%
OP
913
ORG Partners
Indiana
$352K +$226K +5,628 +210%
MIM
914
Moseley Investment Management
Florida
$350K – – –
APA
915
Astoria Portfolio Advisors
New York
$349K -$14.2K -353 -4%
MA
916
Montag & Associates
Georgia
$348K +$240K +5,993 +272%
AP
917
Advisors Preferred
Maryland
$348K +$329K +8,199 New
JFG
918
Jefferies Financial Group
New York
$346K -$876K -21,849 -73%
BWM
919
Birchcreek Wealth Management
Ohio
$344K – – –
NAMNJ
920
NorthStar Asset Management (New Jersey)
New Jersey
$343K +$160 +4 +0%
CL
921
COWA LLC
Oklahoma
$342K +$281K +6,997 New
E3F
922
Eight 31 Financial
Texas
$342K -$423K -10,535 -57%
CG
923
Clarus Group
Texas
$336K +$481 +12 +0.2%
ONSWM
924
Old North State Wealth Management
North Carolina
$336K +$63.9K +1,594 +25%
PA
925
Pinnacle Associates
New York
$334K -$21.4K -533 -6%
35 36
37
38 39