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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1001
Tocqueville Asset Management
New York
$283K – – –
HBW
1002
Hazlett, Burt & Watson
West Virginia
$282K – – –
LMKC
1003
L.M. Kohn & Company
Ohio
$282K +$15.6K +356 +6%
HCM
1004
Hilton Capital Management
New York
$281K – – –
BWP
1005
Balboa Wealth Partners
Arizona
$280K +$1.89K +43 +0.7%
FMLI
1006
Fukoku Mutual Life Insurance
Japan
$279K +$269K +6,120 New
IFWM
1007
Institute for Wealth Management
Colorado
$278K – – –
MCCA
1008
Mill Creek Capital Advisors
Pennsylvania
$274K -$15.2K -345 -5%
PP
1009
PDS Planning
Ohio
$271K +$1.93K +44 +0.7%
JCM
1010
Jacobsen Capital Management
Utah
$270K +$659 +15 +0.3%
PAM
1011
Paradigm Asset Management
New York
$269K – – –
CCMT
1012
CMT Capital Markets Trading
Germany
$269K +$259K +5,900 New
RWM
1013
RKL Wealth Management
Pennsylvania
$267K +$257K +5,841 New
BHPW
1014
Beverly Hills Private Wealth
California
$265K -$118K -2,679 -32%
CFG
1015
Cooper Financial Group
California
$264K -$111K -2,530 -30%
EHWM
1016
Eads & Heald Wealth Management
Georgia
$263K -$352 -8 -0.1%
OAM
1017
Oxford Asset Management
United Kingdom
$262K +$252K +5,743 New
DWT
1018
Dorsey & Whitney Trust
South Dakota
$261K +$1.54K +35 +0.6%
AFT
1019
Alpha Family Trust
California
$261K – – –
CM
1020
Crestline Management
Texas
$260K +$251K +5,706 New
CCA
1021
Childress Capital Advisors
Texas
$260K -$5.19K -118 -2%
BWG
1022
Berry Wealth Group
Texas
$260K -$4.31K -98 -2%
PCS
1023
Personal CFO Solutions
New Jersey
$260K -$4.13K -94 -2%
RFA
1024
Resurgent Financial Advisors
Georgia
$260K -$49.2K -1,119 -16%
MCM
1025
Mengis Capital Management
Oregon
$259K -$43.9K -999 -15%
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