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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
926
Legacy Capital Wealth Partners
Arkansas
$852K -$280K -4,048 -26%
VWA
927
Visionary Wealth Advisors
Illinois
$851K -$54.1K -782 -6%
CD
928
Chapin Davis
Maryland
$850K – – –
CI
929
Cigna Investments
Connecticut
$846K -$8.59K -124 -1%
MAA
930
Mraz Amerine & Associates
California
$843K -$16.5K -239 -2%
PW
931
PUREfi Wealth
Massachusetts
$843K +$2.01K +29 +0.3%
FFM
932
Forum Financial Management
Illinois
$840K -$879K -12,693 -52%
CF
933
Centaurus Financial
California
$839K -$10.9K -157 -1%
BFG
934
Berger Financial Group
Minnesota
$837K +$69 +1 +0%
CA
935
Calton & Associates
Florida
$834K -$100K -1,449 -11%
AWA
936
Acumen Wealth Advisors
Tennessee
$828K +$679K +9,804 +623%
SS
937
SBI Securities
Japan
$825K +$24.2K +349 +3%
SWM
938
Stockman Wealth Management
Montana
$825K -$13.2K -190 -2%
MGI
939
Miller Global Investments
Texas
$825K +$20.1K +290 +3%
BBA
940
BLB&B Advisors
Pennsylvania
$823K -$8.72K -126 -1%
ZIM
941
Zacks Investment Management
Illinois
$823K -$1.08M -15,533 -58%
MFA
942
Mayflower Financial Advisors
Massachusetts
$822K +$60.2K +869 +8%
PFM
943
Phillips Financial Management
Indiana
$822K -$3.6K -52 -0.5%
PP
944
Pacifica Partners
Canada
$817K -$11.8K -170 -1%
AC
945
AlphaCore Capital
California
$812K +$29.6K +427 +4%
CFP
946
Catalyst Financial Partners
Massachusetts
$810K +$44.9K +649 +6%
SI
947
Severin Investments
Missouri
$807K +$768K +11,089 New
HSA
948
HBK Sorce Advisory
Pennsylvania
$799K -$72.6K -1,048 -9%
PCM
949
Pointe Capital Management
Michigan
$792K – – –
TBA
950
Tower Bridge Advisors
Pennsylvania
$791K +$407K +5,885 +118%
36 37
38
39 40