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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1051
First Western Trust Bank
Colorado
$482K -$7.14K -121 -2%
SW
1052
Simplicity Wealth
New Jersey
$480K +$231K +3,917 +105%
BPWM
1053
Badgley Phelps Wealth Managers
Washington
$479K +$40.8K +691 +10%
CGL
1054
Clarius Group LLC
Washington
$478K -$38.3K -648 -8%
PCM
1055
Parsons Capital Management
Rhode Island
$475K – – –
LFS
1056
Legacy Financial Strategies
Kansas
$475K +$40.1K +680 +10%
CFA
1057
Cahill Financial Advisors
Minnesota
$474K -$129K -2,190 -22%
HW
1058
Hancock Whitney
Mississippi
$472K +$65.1K +1,102 +17%
WF
1059
Welch & Forbes
Massachusetts
$472K +$17.7K +300 +4%
CCC
1060
Chelsea Counsel Company
California
$471K – – –
CG
1061
Clarus Group
Texas
$464K +$531 +9 +0.1%
OWM
1062
OneAscent Wealth Management
Alabama
$463K +$36.6K +620 +9%
MWA
1063
Mills Wealth Advisors
Texas
$460K – – –
PWP
1064
Principle Wealth Partners
Connecticut
$459K +$88.9K +1,505 +26%
RCA
1065
Resonant Capital Advisors
Wisconsin
$459K +$92.5K +1,566 +27%
CCA
1066
Childress Capital Advisors
Texas
$459K +$57.3K +970 +15%
CFG
1067
Cooper Financial Group
California
$459K -$2.72K -46 -0.6%
FFA
1068
Fi3 Financial Advisors
Indiana
$459K +$43.9K +744 +11%
SIC
1069
Sterling Investment Counsel
New York
$457K -$42.9K -727 -9%
APP
1070
Avantax Planning Partners
Iowa
$454K -$18.9K -320 -4%
GAM
1071
Groupama Asset Management
France
$453K – – –
CWS
1072
Confluence Wealth Services
Pennsylvania
$452K +$649 +11 +0.2%
DCBT
1073
Dakota Community Bank & Trust
North Dakota
$451K -$70.1K -1,188 -14%
MWM
1074
Modern Wealth Management
Kansas
$451K +$226K +3,827 +114%
IAS
1075
Insigneo Advisory Services
Florida
$451K -$60.4K -1,023 -12%
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