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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1076
Proficio Capital Partners
Massachusetts
$365K +$4.41K +77 +1%
HS
1077
Horan Securities
United States
$365K -$287K -5,012 -45%
IFWM
1078
Institute for Wealth Management
Colorado
$364K -$2.86K -50 -0.8%
CT
1079
Chicago Trust
Illinois
$363K +$38.6K +675 +13%
IPAM
1080
Investment Partners Asset Management
New Jersey
$360K -$86K -1,503 -20%
WAP
1081
Wealthcare Advisory Partners
Pennsylvania
$359K -$9.9K -173 -3%
CCG
1082
Cypress Capital Group
Florida
$359K – – –
MMA
1083
Miracle Mile Advisors
California
$357K +$342K +5,978 New
KA
1084
Kovack Advisors
Florida
$357K -$43.7K -763 -11%
DIP
1085
Davis Investment Partners
North Carolina
$356K +$51.1K +893 +17%
BW
1086
BXM Wealth
Colorado
$355K – – –
MCCA
1087
Mill Creek Capital Advisors
Pennsylvania
$353K -$63.3K -1,105 -16%
AWA
1088
Aaron Wealth Advisors
Illinois
$352K +$46.5K +813 +16%
PCH
1089
PGIM Custom Harvest
New Jersey
$352K +$6.98K +122 +2%
JCM
1090
Jacobsen Capital Management
Utah
$351K +$916 +16 +0.3%
MFWP
1091
Mosaic Family Wealth Partners
Missouri
$351K -$64.9K -1,134 -16%
PWP
1092
Principle Wealth Partners
Connecticut
$347K -$6.53K -114 -2%
TCBWMS
1093
Texas Capital Bank Wealth Management Services
Texas
$347K +$332K +5,801 New
XF
1094
XML Financial
Maryland
$347K -$89.5K -1,563 -21%
RCA
1095
Resonant Capital Advisors
Wisconsin
$343K +$21.9K +383 +7%
BONH
1096
Bank of New Hampshire
New Hampshire
$343K -$13.5K -235 -4%
MWM
1097
Modera Wealth Management
New Jersey
$343K +$51.2K +894 +18%
WMA
1098
West Michigan Advisors
Michigan
$342K -$171K -2,986 -34%
AFT
1099
Alpha Family Trust
California
$342K – – –
ICP
1100
Interchange Capital Partners
Pennsylvania
$337K +$5.32K +93 +2%
42 43
44
45 46