We are live on ! Find out more
WMB icon

Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1051
VestGen Advisors
Illinois
$425K +$191K +3,256 +94%
QL
1052
Quarry LP
New York
$425K +$377K +6,419 +2,206%
HR
1053
Hardy Reed
Mississippi
$425K +$22.1K +376 +6%
AC
1054
Avestar Capital
New York
$425K +$110K +1,876 +39%
AG
1055
AlTi Global
New York
$425K +$27.4K +467 +7%
IPAM
1056
Investment Partners Asset Management
New Jersey
$424K – – –
SW
1057
SVB Wealth
Massachusetts
$424K -$74.7K -1,273 -16%
JCM
1058
Jacobi Capital Management
Pennsylvania
$423K +$2.29K +39 +0.6%
IFG
1059
Independent Financial Group
California
$422K +$15.1K +257 +4%
GSWM
1060
Golden State Wealth Management
California
$421K +$90.7K +1,546 +30%
TCBWMS
1061
Texas Capital Bank Wealth Management Services
Texas
$420K -$17.1K -292 -4%
WF
1062
Welch & Forbes
Massachusetts
$417K -$54.8K -934 -12%
VA
1063
Valmark Advisers
Ohio
$416K +$7.51K +128 +2%
WIC
1064
Woodmont Investment Counsel
Tennessee
$415K +$102K +1,746 +36%
FFA
1065
Fi3 Financial Advisors
Indiana
$412K -$46.7K -796 -11%
FNBT
1066
FineMark National Bank & Trust
Florida
$412K -$170K -2,894 -31%
SFI
1067
Susquehanna Fundamental Investments
Pennsylvania
$412K – – –
RFS
1068
Richardson Financial Services
Massachusetts
$411K +$12.4K +211 +3%
JEST
1069
JTC Employer Solutions Trustee
Jersey
$410K – – –
XF
1070
XML Financial
Maryland
$407K +$36.7K +625 +11%
DSCM
1071
Del-Sette Capital Management
New York
$402K -$2.87M -48,865 -89%
FMWA
1072
Forvis Mazars Wealth Advisors
Missouri
$399K +$76.4K +1,302 +26%
BW
1073
BXM Wealth
Colorado
$396K +$18.7K +318 +5%
DIP
1074
Davis Investment Partners
North Carolina
$395K – – –
PIA
1075
Powell Investment Advisors
Florida
$393K – – –
41 42
43
44 45