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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
Calton & Associates
Florida
$662K +$634K +11,071 New
MLL
902
Moody Lynn & Lieberson
Massachusetts
$656K – – –
ARC
903
Advisor Resource Council
Texas
$656K +$837K +14,624 New
WMWM
904
Whitaker-Myers Wealth Managers
Ohio
$653K -$31.3K -547 -5%
PP
905
Patten & Patten
Tennessee
$651K -$8.59K -150 -1%
SQA
906
Simon Quick Advisors
New Jersey
$649K +$166K +2,898 +36%
SAM
907
Seelaus Asset Management
New Jersey
$645K -$83K -1,450 -12%
CD
908
Chapin Davis
Maryland
$645K -$98.5K -1,720 -14%
GIM
909
Generali Investments Management
Slovenia
$644K -$453K -7,918 -42%
WSC
910
Wellington Shields & Co
New York
$644K – – –
LSPW
911
Lake Street Private Wealth
Illinois
$637K -$11.4K -200 -2%
DWM
912
Diversify Wealth Management
Utah
$614K -$103K -1,797 -15%
CFP
913
Catalyst Financial Partners
Massachusetts
$612K +$7.79K +136 +1%
MG
914
Mather Group
Illinois
$611K +$34.3K +600 +6%
WCA
915
Westover Capital Advisors
Delaware
$610K – – –
QWP
916
Quotient Wealth Partners
Texas
$609K -$170K -2,969 -23%
CB
917
Community Bank
New York
$608K +$10K +175 +2%
ATC
918
Adirondack Trust Company
New York
$607K -$41.6K -726 -7%
BFS
919
Bradley Foster & Sargent
Connecticut
$607K -$10K -175 -2%
HNWAG
920
High Net Worth Advisory Group
Florida
$606K +$286 +5 +0%
SC
921
Sapient Capital
Indiana
$604K +$286 +5 +0%
CTA
922
Chesley Taft & Associates
Illinois
$600K +$2.12K +37 +0.4%
ET
923
Equitable Trust
Tennessee
$599K – – –
SWM
924
Stockman Wealth Management
Montana
$599K – – –
HA
925
Harbor Advisors
Florida
$598K – – –
35 36
37
38 39