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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1101
Jacobi Capital Management
Pennsylvania
$525K -$12.4K -168 -2%
TC
1102
TownSquare Capital
Utah
$525K -$48.1K -654 -8%
HNWAG
1103
High Net Worth Advisory Group
Florida
$524K +$4.86K +66 +0.9%
GHAM
1104
Gilman Hill Asset Management
Connecticut
$523K -$9.2K -125 -2%
BFPW
1105
BOK Financial Private Wealth
Colorado
$522K +$17.4K +236 +3%
MFIM
1106
Mesirow Financial Investment Management
Illinois
$522K -$81K -1,101 -14%
SF
1107
Symphony Financial
Texas
$519K +$238K +3,235 +87%
CCMG
1108
Connecticut Capital Management Group
Connecticut
$518K +$74 +1 +0%
TCBWMS
1109
Texas Capital Bank Wealth Management Services
Texas
$517K -$175K -2,378 -25%
LAM
1110
L2 Asset Management
Massachusetts
$517K -$119K -1,615 -19%
PFA
1111
Pinnacle Family Advisors
Missouri
$517K +$1.1K +15 +0.2%
VFM
1112
Vision Financial Markets
Connecticut
$517K – – –
GPW
1113
Gentry Private Wealth
Kansas
$516K -$43.3K -588 -8%
IAIM
1114
International Assets Investment Management
Florida
$515K +$736 +10 +0%
CWM
1115
Challenger Wealth Management
California
$514K +$1.47K +20 +0.3%
CCA
1116
Cottonwood Capital Advisors
Utah
$513K – – –
FMWA
1117
Forvis Mazars Wealth Advisors
Missouri
$513K -$5.67K -77 -1%
B
1118
Bailard
California
$510K -$28.5K -387 -5%
MA
1119
Montag & Associates
Georgia
$508K – – –
OCG
1120
Opus Capital Group
Ohio
$508K +$68.4K +930 +16%
IPAM
1121
Investment Partners Asset Management
New Jersey
$503K +$442 +6 +0.1%
AAM
1122
Alphadyne Asset Management
New York
$500K +$429K +5,828 +646%
HPC
1123
HM Payson & Co
Maine
$499K – – –
FHA
1124
Flagship Harbor Advisors
Massachusetts
$496K -$26.4K -359 -5%
BRWA
1125
B. Riley Wealth Advisors
Florida
$495K +$23.6K +321 +5%
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