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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
976
Texas Capital Bank Wealth Management Services
Texas
$558K +$161K +2,655 +40%
N
977
Numerai
California
$558K -$472K -7,808 -46%
ICP
978
Interchange Capital Partners
Pennsylvania
$556K +$113K +1,865 +25%
NAMI
979
Nomura Asset Management International
Pennsylvania
$551K +$554K +9,170 New
LFGO
980
Legacy Financial Group (Oklahoma)
Oklahoma
$550K +$106K +1,760 +24%
DWM
981
Diversify Wealth Management
Utah
$549K -$4.29K -71 -0.8%
APA
982
Astoria Portfolio Advisors
New York
$548K -$45.5K -753 -9%
KAS
983
KPP Advisory Services
Kentucky
$548K +$4.84K +80 +0.9%
PP
984
PDS Planning
Ohio
$544K +$73.6K +1,218 +16%
SCM
985
SCS Capital Management
Massachusetts
$543K +$81.4K +1,347 +18%
TC
986
Trilogy Capital
California
$542K +$2.66K +44 +0.5%
SPW
987
Signet Private Wealth
Illinois
$542K +$545K +9,013 New
MWM
988
Modern Wealth Management
Kansas
$541K +$76.8K +1,271 +16%
CIM
989
Contravisory Investment Management
Massachusetts
$541K -$22.5K -372 -4%
DWM
990
Defined Wealth Management
Oregon
$539K +$1.09K +18 +0.2%
SC
991
Schulhoff & Co
Ohio
$534K – – –
WAP
992
Wealthcare Advisory Partners
Pennsylvania
$533K +$128K +2,112 +31%
BTI
993
Blue Trust Inc
Georgia
$532K -$33.7K -557 -6%
CA
994
Commerzbank Aktiengesellschaft
Germany
$531K – – –
KF
995
Krilogy Financial
Missouri
$531K +$90.7K +1,500 +22%
TNB
996
Thomasville National Bank
Georgia
$531K -$2.9K -48 -0.5%
GGA
997
Granite Group Advisors
Connecticut
$530K – – –
PWPS
998
Pinnacle Wealth Planning Services
Ohio
$525K +$665 +11 +0.1%
QWP
999
Quotient Wealth Partners
Texas
$523K +$5.74K +95 +1%
AGA
1000
Arkos Global Advisors
Texas
$522K -$39.4K -651 -7%
38 39
40
41 42