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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1076
Institute for Wealth Management
Colorado
$333K +$2.69K +50 +0.8%
HCM
1077
Hilton Capital Management
New York
$333K -$54 -1 -0%
SW
1078
StrongBox Wealth
Missouri
$333K +$331K +6,145 New
CLOS
1079
Compagnie Lombard Odier SCmA
Switzerland
$332K -$9.75K -181 -3%
FFA
1080
Fi3 Financial Advisors
Indiana
$331K -$17.6K -327 -5%
PCP
1081
Proficio Capital Partners
Massachusetts
$327K +$325K +6,035 New
CCG
1082
Cypress Capital Group
Florida
$325K -$19K -353 -6%
BONH
1083
Bank of New Hampshire
New Hampshire
$323K -$63.9K -1,185 -17%
BW
1084
BXM Wealth
Colorado
$321K +$320K +5,935 New
HW
1085
Hancock Whitney
Mississippi
$321K -$27.9K -517 -8%
PWP
1086
Principle Wealth Partners
Connecticut
$320K -$72.4K -1,344 -18%
SOW
1087
State of Wyoming
Wyoming
$320K +$95.9K +1,779 +43%
RA
1088
RFG Advisory
Alabama
$319K +$317K +5,887 New
JCM
1089
Jacobsen Capital Management
Utah
$317K -$3.18K -59 -1%
GM
1090
GeoWealth Management
Illinois
$315K -$65.8K -1,221 -17%
BWG
1091
Berry Wealth Group
Texas
$313K +$4.15K +77 +1%
PCH
1092
PGIM Custom Harvest
New Jersey
$312K +$73.3K +1,360 +31%
CCA
1093
Childress Capital Advisors
Texas
$311K +$2.59K +48 +0.8%
AFT
1094
Alpha Family Trust
California
$309K – – –
AIA
1095
Affinity Investment Advisors
California
$308K +$307K +5,694 New
PCS
1096
Personal CFO Solutions
New Jersey
$308K -$162 -3 -0.1%
TL
1097
Tradewinds LLC
North Carolina
$306K +$298K +5,536 New
XT
1098
XTX Topco
Cayman Islands
$305K +$304K +5,639 New
AWM
1099
Avior Wealth Management
Nebraska
$305K +$14.9K +277 +5%
CWP
1100
Curated Wealth Partners
California
$304K +$302K +5,612 New
42 43
44
45 46