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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
976
Advyzon Investment Management
Illinois
$737K +$701K +10,130 New
IA
977
IFP Advisors
Florida
$736K +$10.5K +152 +2%
FWP
978
FAS Wealth Partners
Kansas
$736K +$28.6K +413 +4%
WAP
979
Wealthcare Advisory Partners
Pennsylvania
$732K +$82.9K +1,198 +14%
HA
980
Harbor Advisors
Florida
$728K – – –
GWM
981
Geneos Wealth Management
Colorado
$728K -$10.7K -155 -2%
PA
982
Procyon Advisors
Connecticut
$726K -$78.3K -1,131 -10%
RFA
983
Register Financial Advisors
Georgia
$725K +$28.7K +414 +4%
VFA
984
Values First Advisors
Tennessee
$715K +$17.7K +255 +3%
BFS
985
Bradley Foster & Sargent
Connecticut
$712K – – –
RA
986
RFG Advisory
Alabama
$710K -$485 -7 -0.1%
WFA
987
Wellspring Financial Advisors
Ohio
$705K -$13.5K -195 -2%
OA
988
Oasis Advisors
Iowa
$703K +$669K +9,660 New
WWM
989
Whalen Wealth Management
Nevada
$700K -$16.3K -235 -2%
QWP
990
Quotient Wealth Partners
Texas
$695K +$58.6K +846 +10%
TCM
991
Twin Capital Management
Pennsylvania
$695K -$16.3K -236 -2%
PWMAG
992
Pinnacle Wealth Management Advisory Group
New Jersey
$692K +$60.9K +880 +10%
QI
993
Qtron Investments
Massachusetts
$688K -$169K -2,448 -21%
AAM
994
Augustine Asset Management
Florida
$687K +$8.17K +118 +1%
HT
995
Heritage Trust
Oklahoma
$687K +$6.92K +100 +1%
MWM
996
Modern Wealth Management
Kansas
$685K +$36.8K +531 +6%
PP
997
PDS Planning
Ohio
$683K +$22.9K +331 +4%
TW
998
TritonPoint Wealth
Maryland
$682K +$4.5K +65 +0.7%
CAMG
999
CWA Asset Management Group
Florida
$681K +$74.6K +1,077 +13%
TCBWMS
1000
Texas Capital Bank Wealth Management Services
Texas
$680K +$3.6K +52 +0.6%
38 39
40
41 42