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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1026
Wealth Management Associates
New Jersey
$639K +$22.1K +300 +4%
EWS
1027
Evergreen Wealth Solutions
Pennsylvania
$636K +$641K +8,713 New
AAM
1028
Augustine Asset Management
Florida
$632K -$68.3K -928 -10%
AFG
1029
American Financial Group
Ohio
$632K +$258K +3,500 +70%
DLA
1030
Douglas Lane & Associates
New York
$630K +$113K +1,537 +22%
BPWM
1031
Badgley Phelps Wealth Managers
Washington
$627K +$117K +1,592 +23%
FFA
1032
First Foundation Advisors
California
$627K -$7.29K -99 -1%
WAP
1033
Wealthcare Advisory Partners
Pennsylvania
$625K -$121K -1,650 -16%
FFM
1034
Forum Financial Management
Illinois
$625K -$231K -3,137 -27%
FVWA
1035
Foster Victor Wealth Advisors
South Carolina
$623K +$19.8K +269 +3%
QIM
1036
Quest Investment Management
Oregon
$622K -$61.8K -840 -9%
AWA
1037
AGH Wealth Advisors
Kansas
$619K +$3.16K +43 +0.5%
JCM
1038
Jag Capital Management
Missouri
$619K – – –
GSWM
1039
Golden State Wealth Management
California
$616K +$73.7K +1,001 +14%
LBC
1040
Lowe Brockenbrough & Co
Virginia
$612K – – –
HCM
1041
Howard Capital Management
Georgia
$608K +$279K +3,785 +86%
7WCP
1042
71 West Capital Partners
Massachusetts
$606K +$156K +2,119 +35%
CWS
1043
Confluence Wealth Services
Pennsylvania
$605K +$67.6K +918 +13%
ARC
1044
Advisor Resource Council
Texas
$603K -$12.9K -175 -2%
CC
1045
Cultivar Capital
Texas
$603K – – –
BMWM
1046
Brown Miller Wealth Management
Virginia
$602K +$589 +8 +0.1%
BWM
1047
Birchcreek Wealth Management
Ohio
$601K – – –
MMA
1048
Miracle Mile Advisors
California
$598K +$20K +272 +4%
FWA
1049
FSM Wealth Advisors
Ohio
$598K +$11.3K +153 +2%
MGAM
1050
McGowan Group Asset Management
Texas
$597K +$74 +1 +0%
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