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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
976
Legacy Financial Strategies
Kansas
$310K +$299K +6,793 New
JSW
977
Journey Strategic Wealth
New Jersey
$307K +$23.2K +528 +9%
GAM
978
Gotham Asset Management
New York
$307K +$16.9K +385 +6%
HPC
979
HM Payson & Co
Maine
$306K -$46.5K -1,057 -14%
JCM
980
Jacobi Capital Management
Pennsylvania
$306K +$2.37K +54 +0.8%
EAM
981
Everstar Asset Management
North Carolina
$301K +$290K +6,600 New
CAMG
982
CWA Asset Management Group
Florida
$300K +$289K +6,581 New
PWPS
983
Pinnacle Wealth Planning Services
Ohio
$300K – – –
BSTWA
984
Blake Schutter Theil Wealth Advisors
Ohio
$299K +$288K +6,550 New
FHA
985
First Horizon Advisors
Tennessee
$298K -$31.6K -719 -10%
PFA
986
Pinnacle Family Advisors
Missouri
$297K +$9.28K +211 +3%
JEST
987
JTC Employer Solutions Trustee
Jersey
$295K – – –
VFA
988
Valeo Financial Advisors
Indiana
$295K +$14.8K +337 +6%
FFA
989
Fi3 Financial Advisors
Indiana
$295K +$284K +6,452 New
HW
990
Hancock Whitney
Mississippi
$294K -$34.8K -791 -11%
ACP
991
Aveo Capital Partners
Colorado
$293K -$28.8K -655 -9%
HFM
992
Harvest Fund Management
China
$292K +$11.3K +258 +4%
TA
993
Townsend & Associates
Colorado
$290K – – –
CCG
994
Cypress Capital Group
Florida
$290K +$4.57K +104 +2%
VA
995
Valmark Advisers
Ohio
$288K +$6.15K +140 +2%
CLOS
996
Compagnie Lombard Odier SCmA
Switzerland
$288K +$7.96K +181 +3%
AWAP
997
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$288K -$3.25K -74 -1%
CA
998
Commerzbank Aktiengesellschaft
Germany
$284K +$273K +6,207 New
HR
999
Hardy Reed
Mississippi
$284K – – –
WAP
1000
Wealthcare Advisory Partners
Pennsylvania
$284K +$30.2K +686 +12%
38 39
40
41 42