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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1101
Ironwood Investment Counsel
Arizona
$405K – – –
DTL
1102
Dynamic Technology Lab
Singapore
$405K +$408K +6,752 New
JCM
1103
Jacobi Capital Management
Pennsylvania
$404K +$2.12K +35 +0.5%
HPC
1104
HM Payson & Co
Maine
$403K -$41.3K -683 -9%
HI
1105
Harbour Investments
Wisconsin
$401K -$38.9K -644 -9%
AI
1106
Amplify Investments
Illinois
$400K +$72.7K +1,203 +21%
FMI
1107
Frec Markets Inc
California
$399K +$401K +6,640 New
CFA
1108
Cahill Financial Advisors
Minnesota
$399K -$55K -909 -12%
WIC
1109
Woodmont Investment Counsel
Tennessee
$396K +$2.36K +39 +0.6%
VGDSS
1110
VUB Generali dochodkova spravcovska spolocnost
$395K +$397K +6,569 New
DE
1111
Diversified Enterprises
Delaware
$394K +$152K +2,510 +62%
KA
1112
Kovack Advisors
Florida
$394K +$119K +1,960 +43%
GI
1113
Gradient Investments
Minnesota
$392K -$27.3K -452 -6%
GSWM
1114
Golden State Wealth Management
California
$391K -$7.98K -132 -2%
JEST
1115
JTC Employer Solutions Trustee
Jersey
$389K – – –
HFP
1116
Holistic Financial Partners
Indiana
$389K +$21.6K +357 +6%
CAS
1117
Coppell Advisory Solutions
Texas
$387K +$38.1K +630 +11%
IFWM
1118
Institute for Wealth Management
Colorado
$385K +$16.9K +279 +5%
JDLA
1119
J. Derek Lewis & Associates
California
$385K +$387K +6,398 New
GC
1120
Granville Capital
North Carolina
$385K +$387K +6,397 New
DSCM
1121
Del-Sette Capital Management
New York
$381K – – –
DIP
1122
Davis Investment Partners
North Carolina
$378K – – –
FNBT
1123
FineMark National Bank & Trust
Florida
$375K -$15.6K -258 -4%
FMWA
1124
Forvis Mazars Wealth Advisors
Missouri
$375K -$3.81K -63 -1%
PL
1125
Perpetual Ltd
Australia
$373K – – –
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