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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
901
Stableford Capital II
Arizona
$598K – – –
MLL
902
Moody Lynn & Lieberson
Massachusetts
$594K +$3.93K +73 +0.7%
FFA
903
Founders Financial Alliance
North Carolina
$589K +$2.53K +47 +0.4%
ATC
904
Adirondack Trust Company
New York
$589K – – –
WMA
905
Wealth Management Associates
New Jersey
$589K – – –
FAIM
906
Financial Advocates Investment Management
Washington
$587K -$29.3K -543 -5%
LSPW
907
Lake Street Private Wealth
Illinois
$587K +$45.5K +844 +8%
WSC
908
Wellington Shields & Co
New York
$583K -$26.9K -500 -4%
LF
909
Lee Financial
Texas
$580K – – –
MC
910
Machina Capital
France
$576K +$574K +10,645 New
FNT
911
First National Trust
Pennsylvania
$575K -$4.69K -87 -0.8%
OFS
912
OneAscent Financial Services
Alabama
$573K -$26.4K -489 -4%
AWA
913
Arkadios Wealth Advisors
Georgia
$571K -$509K -9,451 -47%
CD
914
Chapin Davis
Maryland
$571K – – –
FCBT
915
First Citizens Bank & Trust
North Carolina
$571K -$1.94K -36 -0.3%
IWM
916
IHT Wealth Management
Illinois
$568K -$388K -7,198 -41%
AFW
917
Avantra Family Wealth
Pennsylvania
$568K +$566K +10,498 New
BFG
918
Berger Financial Group
Minnesota
$568K – – –
ZI
919
ZEGA Investments
Florida
$565K +$511K +9,484 New
MA
920
Montag & Associates
Georgia
$561K – – –
BFS
921
Bradley Foster & Sargent
Connecticut
$559K +$15.4K +285 +3%
OCG
922
Opus Capital Group
Ohio
$554K -$82.8K -1,536 -13%
BWP
923
Balboa Wealth Partners
Arizona
$552K +$220K +4,076 +66%
WCA
924
Westover Capital Advisors
Delaware
$552K – – –
GI
925
Gradient Investments
Minnesota
$551K -$65.2K -1,210 -11%
35 36
37
38 39