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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
951
Montag & Associates
Georgia
$562K -$54.6K -953 -9%
SIA
952
Schechter Investment Advisors
Michigan
$561K -$40.8K -713 -7%
CCIA
953
Campbell & Co Investment Adviser
Maryland
$560K -$5.15M -90,047 -91%
FNBT
954
FineMark National Bank & Trust
Florida
$558K -$105K -1,836 -16%
GPW
955
Gentry Private Wealth
Kansas
$556K +$532K +9,302 New
FFA
956
First Foundation Advisors
California
$554K -$34.6K -604 -6%
HCP
957
Hexagon Capital Partners
Arkansas
$551K -$24.4K -427 -4%
SS
958
SBI Securities
Japan
$551K +$36.3K +634 +7%
FAIM
959
Financial Advocates Investment Management
Washington
$550K -$94.3K -1,648 -15%
WWM
960
Whalen Wealth Management
Nevada
$548K +$525K +9,173 New
FT
961
Fiduciary Trust
Massachusetts
$544K +$75.2K +1,314 +17%
CIM
962
Contravisory Investment Management
Massachusetts
$542K +$6.24K +109 +1%
PW
963
PUREfi Wealth
Massachusetts
$541K +$518K +9,056 New
4WM
964
44 Wealth Management
Oregon
$540K -$235K -4,100 -31%
KAS
965
KPP Advisory Services
Kentucky
$540K +$517K +9,030 New
AWA
966
AGH Wealth Advisors
Kansas
$539K -$38.2K -668 -7%
CI
967
CX Institutional
Indiana
$538K +$29K +506 +6%
AC
968
AlphaCore Capital
California
$538K +$257K +4,482 +99%
TC
969
Trilogy Capital
California
$535K +$513K +8,958 New
RIL
970
Rothschild Investment LLC
Illinois
$533K +$11.6K +202 +2%
DWM
971
Defined Wealth Management
Oregon
$530K -$286 -5 -0.1%
CA
972
Commerzbank Aktiengesellschaft
Germany
$528K – – –
GGA
973
Granite Group Advisors
Connecticut
$526K – – –
AGA
974
Arkos Global Advisors
Texas
$519K – – –
PWP
975
Precedent Wealth Partners
Texas
$518K -$11.4K -200 -2%
37 38
39
40 41