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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
QL
1051
Quarry LP
New York
$425K +$377K +6,419 +2,206%
HR
1052
Hardy Reed
Mississippi
$425K +$22.1K +376 +6%
AC
1053
Avestar Capital
New York
$425K +$110K +1,876 +39%
AG
1054
AlTi Global
New York
$425K +$27.4K +467 +7%
IPAM
1055
Investment Partners Asset Management
New Jersey
$424K – – –
SW
1056
SVB Wealth
Massachusetts
$424K -$74.7K -1,273 -16%
JCM
1057
Jacobi Capital Management
Pennsylvania
$423K +$2.29K +39 +0.6%
IFG
1058
Independent Financial Group
California
$422K +$15.1K +257 +4%
GSWM
1059
Golden State Wealth Management
California
$421K +$90.7K +1,546 +30%
TCBWMS
1060
Texas Capital Bank Wealth Management Services
Texas
$420K -$17.1K -292 -4%
WF
1061
Welch & Forbes
Massachusetts
$417K -$54.8K -934 -12%
VA
1062
Valmark Advisers
Ohio
$416K +$7.51K +128 +2%
WIC
1063
Woodmont Investment Counsel
Tennessee
$415K +$102K +1,746 +36%
FFA
1064
Fi3 Financial Advisors
Indiana
$412K -$46.7K -796 -11%
FNBT
1065
FineMark National Bank & Trust
Florida
$412K -$170K -2,894 -31%
SFI
1066
Susquehanna Fundamental Investments
Pennsylvania
$412K – – –
RFS
1067
Richardson Financial Services
Massachusetts
$411K +$12.4K +211 +3%
JEST
1068
JTC Employer Solutions Trustee
Jersey
$410K – – –
XF
1069
XML Financial
Maryland
$407K +$36.7K +625 +11%
DSCM
1070
Del-Sette Capital Management
New York
$402K -$2.87M -48,865 -89%
FMWA
1071
Forvis Mazars Wealth Advisors
Missouri
$399K +$76.4K +1,302 +26%
BW
1072
BXM Wealth
Colorado
$396K +$18.7K +318 +5%
DIP
1073
Davis Investment Partners
North Carolina
$395K – – –
PIA
1074
Powell Investment Advisors
Florida
$393K – – –
PL
1075
Perpetual Ltd
Australia
$393K +$364K +6,202 New
41 42
43
44 45