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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
951
Private Portfolio Partners
New Jersey
$340K +$327K +7,445 New
FT
952
Fiduciary Trust
Massachusetts
$336K -$923 -21 -0.3%
SIC
953
Sterling Investment Counsel
New York
$333K – – –
CCA
954
Cottonwood Capital Advisors
Utah
$332K -$8.48K -193 -3%
PWP
955
Principle Wealth Partners
Connecticut
$332K +$44 +1 +0%
CW
956
Code Waechter
Florida
$327K +$315K +7,167 New
MFWP
957
Mosaic Family Wealth Partners
Missouri
$327K +$7.47K +170 +2%
BONH
958
Bank of New Hampshire
New Hampshire
$327K -$2.68K -61 -0.8%
CFG
959
Carr Financial Group
Massachusetts
$326K +$615 +14 +0.2%
CAM
960
Cidel Asset Management
Ontario, Canada
$325K – – –
MPM
961
MBB Public Markets
Illinois
$325K -$3.34M -75,923 -91%
BMWM
962
Brown Miller Wealth Management
Virginia
$322K +$1.14K +26 +0.4%
AIM
963
Aigen Investment Management
New York
$322K +$310K +7,052 New
PCM
964
Parsons Capital Management
Rhode Island
$322K – – –
GM
965
GeoWealth Management
Illinois
$321K -$33.7K -766 -10%
ARC
966
Advisor Resource Council
Texas
$320K +$308K +7,013 New
SQA
967
Simon Quick Advisors
New Jersey
$320K +$29.9K +681 +11%
WGAM
968
Wilkinson Global Asset Management
New York
$320K – – –
NWM
969
Napa Wealth Management
California
$320K +$308K +7,000 New
CWS
970
Confluence Wealth Services
Pennsylvania
$319K -$132 -3 -0%
AAS
971
Ameritas Advisory Services
Nebraska
$316K -$111K -2,514 -27%
IWA
972
IVC Wealth Advisors
Pennsylvania
$315K +$51.6K +1,174 +21%
XF
973
XML Financial
Maryland
$313K +$13.3K +302 +5%
TPI
974
Trust Point Inc
Wisconsin
$312K -$42.8K -974 -12%
LFS
975
Legacy Financial Strategies
Kansas
$310K +$299K +6,793 New
37 38
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