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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1026
Mark Sheptoff Financial Planning
Connecticut
$18K +$16K +525 New
CCMW
1027
Cypress Capital Management (Wyoming)
Wyoming
$17K – – –
MHR
1028
Matthew Hamilton Rosenberg
$17K – – –
PFA
1029
Professional Financial Advisors
Nebraska
$17K – – –
PGAM
1030
Princeton Global Asset Management
New Jersey
$17K +$183 +6 +1%
TCM
1031
Tradewinds Capital Management
Washington
$16K – – –
RWM
1032
Raffa Wealth Management
District of Columbia
$16K – – –
BC
1033
Bartlett & Co
Ohio
$15K +$13.7K +448 New
BCWM
1034
Bartlett & Co Wealth Management
Ohio
$15K +$13.7K +448 New
CWM
1035
Curi Wealth Management
North Carolina
$14K – – –
FMP
1036
Financial Management Professionals
Texas
$14K +$520 +17 +4%
NIC
1037
Northwest Investment Counselors
Oregon
$14K +$5.29K +173 +74%
JWA
1038
JFS Wealth Advisors
Pennsylvania
$14K +$8.46K +277 +195%
MFT
1039
Moisand Fitzgerald Tamayo
Florida
$14K +$12.5K +408 New
DWA
1040
Delos Wealth Advisors
Texas
$13K – – –
ICM
1041
Islay Capital Management
Texas
$13K – – –
KTC
1042
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
GM
1043
GeoWealth Management
Illinois
$13K +$153 +5 +1%
MCM
1044
MV Capital Management
Maryland
$13K +$153 +5 +1%
SWA
1045
Sutton Wealth Advisors
Florida
$12.4K +$672 +22 +6%
PWMG
1046
Prestige Wealth Management Group
New Jersey
$12K -$278K -9,108 -96%
FAG
1047
Fortitude Advisory Group
Washington
$12K – – –
IBOK
1048
Independence Bank of Kentucky
Kentucky
$12K – – –
OSNBOA
1049
Old Second National Bank of Aurora
Illinois
$12K +$11.2K +368 New
CWP
1050
Concord Wealth Partners
Virginia
$11K – – –
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