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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
1101
Susquehanna Fundamental Investments
Pennsylvania
$408K – – –
JEST
1102
JTC Employer Solutions Trustee
Jersey
$406K – – –
WAP
1103
Wealthcare Advisory Partners
Pennsylvania
$404K +$25.3K +428 +7%
VA
1104
Valmark Advisers
Ohio
$404K +$14.1K +238 +4%
PCP
1105
Proficio Capital Partners
Massachusetts
$404K +$18.5K +314 +5%
IFG
1106
Independent Financial Group
California
$402K +$133K +2,260 +55%
FC
1107
FORA Capital
Florida
$401K -$505K -8,548 -57%
HR
1108
Hardy Reed
Mississippi
$398K +$5.31K +90 +1%
FHA
1109
Flagship Harbor Advisors
Massachusetts
$394K +$59 +1 +0%
MFA
1110
Mayflower Financial Advisors
Massachusetts
$394K +$89.7K +1,519 +32%
CAU
1111
Caxton Associates (UK)
$392K +$369K +6,245 New
AG
1112
AlTi Global
New York
$391K +$59.5K +1,008 +19%
NWM
1113
Napa Wealth Management
California
$390K -$50.1K -849 -12%
PIA
1114
Powell Investment Advisors
Florida
$390K – – –
TAM
1115
Tocqueville Asset Management
New York
$389K – – –
IFWM
1116
Institute for Wealth Management
Colorado
$388K +$4.84K +82 +1%
AG
1117
Algert Global
California
$388K +$364K +6,170 New
HBW
1118
Hazlett, Burt & Watson
West Virginia
$387K – – –
HFP
1119
Holistic Financial Partners
Indiana
$387K +$42.9K +727 +13%
AA
1120
Alta Advisers
United Kingdom
$386K – – –
LA
1121
LVW Advisors
New York
$386K +$363K +6,144 New
SA
1122
Sovran Advisors
California
$385K -$36.5K -618 -8%
AGM
1123
Alpine Global Management
New York
$384K +$361K +6,121 New
ASG
1124
Ariston Services Group
California
$382K -$112K -1,904 -24%
MWM
1125
Modera Wealth Management
New Jersey
$382K +$20.1K +341 +6%
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