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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
976
Tocqueville Asset Management
New York
$242K +$213 +6 +0.1%
PIA
977
Powell Investment Advisors
Florida
$242K – – –
GIM
978
Greylin Investment Management
Virginia
$242K -$16K -450 -7%
FTWA
979
Fifth Third Wealth Advisors
Ohio
$242K +$4.8K +135 +2%
AC
980
AlphaCore Capital
California
$241K +$7.11K +200 +3%
KA
981
Kooman & Associates
Pennsylvania
$241K +$4.69K +132 +2%
HCM
982
Hilton Capital Management
New York
$240K – – –
PPP
983
Private Portfolio Partners
New Jersey
$239K +$2.74K +77 +1%
HBW
984
Hazlett, Burt & Watson
West Virginia
$239K +$20.1K +565 +10%
CLOS
985
Compagnie Lombard Odier SCmA
Switzerland
$239K -$112K -3,150 -34%
LMKC
986
L.M. Kohn & Company
Ohio
$238K +$10.2K +288 +5%
VA
987
Valmark Advisers
Ohio
$234K +$213K +6,000 New
IFWM
988
Institute for Wealth Management
Colorado
$233K +$213K +5,988 New
TA
989
Townsend & Associates
Colorado
$233K -$27.5K -773 -11%
PCP
990
Proficio Capital Partners
Massachusetts
$233K +$212K +5,968 New
CCA
991
Childress Capital Advisors
Texas
$233K -$7.36K -207 -3%
MCCA
992
Mill Creek Capital Advisors
Pennsylvania
$231K -$2.42K -68 -1%
FWCM
993
Ferguson Wellman Capital Management
Oregon
$230K – – –
HC
994
Hamilton Capital
Ohio
$230K +$210K +5,901 New
JCM
995
Jacobsen Capital Management
Utah
$229K +$213 +6 +0.1%
BW
996
Bison Wealth
Georgia
$229K -$1.35K -38 -0.6%
PP
997
PDS Planning
Ohio
$225K +$205K +5,780 New
SF
998
Symphony Financial
Texas
$225K -$206K -5,797 -50%
TCMP
999
Thrive Capital Management (Pennsylvania)
Pennsylvania
$224K -$193K -5,435 -49%
AFT
1000
Alpha Family Trust
California
$223K +$203K +5,715 New
38 39
40
41 42