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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1001
Cadence Bank
Mississippi
$547K +$11.4K +193 +2%
AGA
1002
Arkos Global Advisors
Texas
$546K – – –
LF
1003
Lee Financial
Texas
$545K +$59.5K +1,008 +13%
OFS
1004
OneAscent Financial Services
Alabama
$541K -$576K -9,748 -52%
VFM
1005
Vision Financial Markets
Connecticut
$540K – – –
AC
1006
AlphaCore Capital
California
$538K -$25.4K -430 -5%
PWMAG
1007
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$22.5K +381 +5%
IAMOG
1008
Investors Asset Management of Georgia
Georgia
$533K -$5.9K -100 -1%
RA
1009
RFG Advisory
Alabama
$533K +$293K +4,964 +141%
CWM
1010
Calamos Wealth Management
Illinois
$532K +$500K +8,472 New
OWP
1011
Obermeyer Wealth Partners
Colorado
$527K -$177 -3 -0%
AWA
1012
AGH Wealth Advisors
Kansas
$525K -$39.4K -668 -7%
BTI
1013
Blue Trust Inc
Georgia
$524K -$96.8K -1,640 -16%
MWM
1014
Mission Wealth Management
California
$524K +$61.4K +1,040 +14%
JCM
1015
Jag Capital Management
Missouri
$523K -$20.4K -345 -4%
WMA
1016
Wealth Management Associates
New Jersey
$521K -$19.5K -330 -4%
CWM
1017
Challenger Wealth Management
California
$519K -$7.38K -125 -1%
PP
1018
PDS Planning
Ohio
$519K +$65.6K +1,111 +16%
CAS
1019
CTC Alternative Strategies
Illinois
$518K +$486K +8,240 New
B
1020
Bailard
California
$517K +$59.5K +1,008 +14%
MIM
1021
Moseley Investment Management
Florida
$517K – – –
GCP
1022
GSA Capital Partners
United Kingdom
$516K +$485K +8,208 New
LBC
1023
Lowe Brockenbrough & Co
Virginia
$516K -$22.8K -386 -4%
DWP
1024
Daymark Wealth Partners
Ohio
$515K +$156K +2,643 +48%
IWM
1025
IHT Wealth Management
Illinois
$514K -$91K -1,542 -16%
39 40
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