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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
Procyon Advisors
Connecticut
$663K -$188K -3,199 -23%
CTA
902
Chesley Taft & Associates
Illinois
$660K +$11.7K +199 +2%
CIA
903
Caerus Investment Advisors
Texas
$659K +$611K +10,405 New
WFA
904
WJ Financial Advisors
Connecticut
$659K +$610K +10,398 New
WCM
905
Warburton Capital Management
Oklahoma
$658K -$5.28K -90 -0.9%
RG
906
Rathbones Group
United Kingdom
$654K +$606K +10,319 New
SC
907
Sapient Capital
Indiana
$651K +$4.52K +77 +0.8%
WCA
908
Westover Capital Advisors
Delaware
$649K – – –
RCM
909
Raleigh Capital Management
North Carolina
$648K +$29.5K +503 +5%
LS
910
Livforsakringsbolaget Skandia
Sweden
$647K -$82.2K -1,400 -12%
OIAM
911
OFI Invest Asset Management
France
$647K +$704K +12,000 New
CB
912
Community Bank
New York
$645K – – –
OIS
913
OneAscent Investment Solutions
Alabama
$641K -$123K -2,090 -17%
TW
914
TritonPoint Wealth
Maryland
$637K -$3.23K -55 -0.5%
SIMG
915
Sonora Investment Management Group
Arizona
$636K – – –
SWM
916
Stockman Wealth Management
Montana
$634K -$998 -17 -0.2%
HA
917
Harbor Advisors
Florida
$634K – – –
GIM
918
Generali Investments Management
Slovenia
$627K -$254K -4,326 -30%
HT
919
Heritage Trust
Oklahoma
$625K +$1.76K +30 +0.3%
WFI
920
West Family Investments
California
$625K +$7.75K +132 +1%
IA
921
IFP Advisors
Florida
$624K -$793K -13,511 -58%
ATC
922
Adirondack Trust Company
New York
$624K -$10.7K -183 -2%
KWA
923
Kingswood Wealth Advisors
California
$623K -$599K -10,210 -51%
SWGC
924
Summit Wealth Group (Colorado)
Colorado
$621K +$807K +13,759 New
BFS
925
Bradley Foster & Sargent
Connecticut
$620K – – –
35 36
37
38 39