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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1051
Fortem Financial Group
California
$597K -$809 -11 -0.1%
AI
1052
Amplify Investments
Illinois
$596K +$88.5K +1,203 +18%
KF
1053
Krilogy Financial
Missouri
$596K -$3.38K -46 -0.6%
LCM
1054
LVM Capital Management
Michigan
$595K +$589K +7,999 New
FCM
1055
Firsthand Capital Management
California
$595K +$589K +8,000 New
TP
1056
TritonPoint Partners
Maryland
$593K +$587K +7,982 New
AA
1057
Advisory Alpha
Michigan
$589K +$38.7K +526 +7%
TWIM
1058
TIAA Wealth Investment Management
New York
$588K -$13.7M -186,190 -96%
PFBT
1059
Parkside Financial Bank & Trust
Missouri
$587K +$201K +2,738 +53%
LFS
1060
Legacy Financial Strategies
Kansas
$584K +$1.03K +14 +0.2%
SACTSONJ
1061
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$583K -$31.3K -425 -5%
RC
1062
Rahlfs Capital
Texas
$578K – – –
SCM
1063
SCS Capital Management
Massachusetts
$577K +$84.2K +1,144 +17%
NCM
1064
Nitor Capital Management
New Jersey
$577K -$75.8K -1,030 -12%
OWIM
1065
Old West Investment Management
California
$572K +$566K +7,696 New
SFG
1066
SageGuard Financial Group
Tennessee
$568K -$14.6K -198 -3%
TW
1067
TritonPoint Wealth
Maryland
$564K -$132K -1,790 -19%
HAG
1068
HighPoint Advisor Group
Illinois
$563K – – –
FCH
1069
Freestone Capital Holdings
Washington
$562K +$556K +7,557 New
HW
1070
Hancock Whitney
Mississippi
$561K +$1.54K +21 +0.3%
CCC
1071
Chelsea Counsel Company
California
$558K – – –
DI
1072
Disciplined Investments
Oklahoma
$558K -$2.28K -31 -0.4%
DWM
1073
Dakota Wealth Management
Florida
$557K +$3.16K +43 +0.6%
IAS
1074
Insigneo Advisory Services
Florida
$557K -$51.4K -699 -9%
CAS
1075
Coppell Advisory Solutions
Texas
$555K +$939K +12,765 New
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