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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
951
Precedent Wealth Partners
Texas
$559K -$31.8K -542 -6%
GGA
952
Granite Group Advisors
Connecticut
$558K – – –
IWM
953
IHT Wealth Management
Illinois
$557K +$36.3K +619 +8%
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$553K +$107K +1,831 +27%
RIG
955
RiverFront Investment Group
Virginia
$552K +$272K +4,634 +113%
WT
956
Whittier Trust
California
$547K +$18.3K +312 +4%
DFCM
957
Dark Forest Capital Management
Puerto Rico
$547K +$507K +8,637 New
QWP
958
Quotient Wealth Partners
Texas
$546K -$38.1K -649 -7%
PWMAG
959
Pinnacle Wealth Management Advisory Group
New Jersey
$545K +$2.76K +47 +0.5%
VFM
960
Vision Financial Markets
Connecticut
$545K – – –
PVI
961
Pine Valley Investments
New Jersey
$543K +$24.5K +417 +5%
HCM
962
Howard Capital Management
Georgia
$542K -$244K -4,159 -33%
DWM
963
Diversify Wealth Management
Utah
$540K -$40.3K -686 -7%
IAMOG
964
Investors Asset Management of Georgia
Georgia
$534K -$3.52K -60 -0.7%
CFB
965
Cullen/Frost Bankers
Texas
$532K -$30.8K -525 -6%
CWM
966
Calamos Wealth Management
Illinois
$531K -$5.34K -91 -1%
CC
967
Cultivar Capital
Texas
$530K +$14.7K +250 +3%
WMA
968
Wealth Management Associates
New Jersey
$528K +$2.76K +47 +0.6%
IA
969
Integrity Alliance
Iowa
$528K +$144K +2,460 +42%
B
970
Bailard
California
$528K +$5.63K +96 +1%
JCM
971
Jag Capital Management
Missouri
$527K – – –
FNBOH
972
First National Bank of Hutchinson
Kansas
$527K +$37.1K +633 +8%
APA
973
Astoria Portfolio Advisors
New York
$525K -$22.4K -382 -4%
OWP
974
Obermeyer Wealth Partners
Colorado
$524K -$6.34K -108 -1%
1IA
975
1620 Investment Advisors
Massachusetts
$522K -$360K -6,132 -43%
37 38
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