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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1101
LMR Partners
United Kingdom
$335K – – –
DWP
1102
Daymark Wealth Partners
Ohio
$332K +$318K +5,553 New
TL
1103
Tradewinds LLC
North Carolina
$331K – – –
YLHM
1104
Yelin Lapidot Holdings Management
Israel
$330K +$34.7K +607 +12%
E3F
1105
Eight 31 Financial
Texas
$330K -$84.5K -1,477 -21%
BWP
1106
Balboa Wealth Partners
Arizona
$329K -$269K -4,706 -46%
SPA
1107
Sherbrooke Park Advisers
New York
$329K +$22.9K +400 +8%
JBA
1108
Johnson Bixby & Associates
Washington
$329K – – –
PCM
1109
Prelude Capital Management
New York
$329K +$315K +5,497 New
KIG
1110
Kessler Investment Group
Indiana
$327K +$313K +5,467 New
MCM
1111
Mengis Capital Management
Oregon
$325K -$8.59K -150 -3%
HFP
1112
Holistic Financial Partners
Indiana
$324K -$81.3K -1,420 -21%
WI
1113
WBI Investments
New Jersey
$323K +$309K +5,403 New
BBA
1114
Baader Bank Aktiengesellschaft
Germany
$323K -$9.39K -164 -3%
CM
1115
Capital Management
Virginia
$323K – – –
WAM
1116
Walker Asset Management
Missouri
$322K +$2.58K +45 +0.8%
PCA
1117
Pallas Capital Advisors
Massachusetts
$322K +$79.5K +1,388 +35%
GIA
1118
Gladstone Institutional Advisory
Florida
$322K +$79.8K +1,394 +35%
WGAM
1119
Wilkinson Global Asset Management
New York
$320K – – –
MPM
1120
MBB Public Markets
Illinois
$319K +$305K +5,335 New
LSIA
1121
LaSalle St. Investment Advisors
Illinois
$316K +$6.07K +106 +2%
TA
1122
Townsend & Associates
Colorado
$314K – – –
BWG
1123
Berry Wealth Group
Texas
$312K -$31.3K -547 -9%
AG
1124
AlTi Global
New York
$312K +$299K +5,227 New
WPW
1125
Waldron Private Wealth
Pennsylvania
$311K -$270K -4,715 -48%
43 44
45
46 47