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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1026
Sterling Investment Counsel
New York
$394K – – –
CCA
1027
Cottonwood Capital Advisors
Utah
$393K -$108 -2 -0%
IC
1028
Iconiq Capital
California
$393K +$391K +7,253 New
IAS
1029
Insigneo Advisory Services
Florida
$392K -$225K -4,182 -37%
NWM
1030
Napa Wealth Management
California
$389K +$10.2K +190 +3%
IA
1031
IFP Advisors
Florida
$389K +$102K +1,885 +36%
LFS
1032
Legacy Financial Strategies
Kansas
$385K +$5.28K +98 +1%
FC
1033
FORA Capital
Florida
$381K +$379K +7,036 New
MCCA
1034
Mill Creek Capital Advisors
Pennsylvania
$379K +$54.3K +1,007 +17%
SICM
1035
Sustainable Insight Capital Management
New York
$379K +$377K +7,000 New
MFWP
1036
Mosaic Family Wealth Partners
Missouri
$379K -$8.78K -163 -2%
E3F
1037
Eight 31 Financial
Texas
$379K -$48.9K -908 -11%
EWM
1038
Empirical Wealth Management
Washington
$378K +$377K +6,988 New
HC
1039
Hamilton Capital
Ohio
$377K +$16K +297 +4%
APP
1040
Avantax Planning Partners
Iowa
$376K -$104K -1,926 -22%
HFP
1041
Holistic Financial Partners
Indiana
$371K -$73.1K -1,356 -17%
OWM
1042
OneAscent Wealth Management
Alabama
$370K -$181K -3,357 -33%
BMWM
1043
Brown Miller Wealth Management
Virginia
$367K -$15.1K -281 -4%
CAM
1044
Cidel Asset Management
Ontario, Canada
$366K -$19K -353 -5%
JCM
1045
Jacobi Capital Management
Pennsylvania
$365K +$2.05K +38 +0.6%
KA
1046
Kovack Advisors
Florida
$365K +$363K +6,737 New
CFG
1047
Cooper Financial Group
California
$364K +$50.7K +941 +16%
HPC
1048
HM Payson & Co
Maine
$363K -$269 -5 -0.1%
PP
1049
PDS Planning
Ohio
$361K +$40K +743 +13%
JSW
1050
Journey Strategic Wealth
New Jersey
$361K -$2.86K -53 -0.8%
40 41
42
43 44