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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Modera Wealth Management
New Jersey
$382K +$20.1K +341 +6%
SCM
1127
Sage Capital Management
New Jersey
$381K -$219K -3,711 -38%
AWA
1128
Aaron Wealth Advisors
Illinois
$381K +$10K +170 +3%
WWMSC
1129
Wagner Wealth Management (South Carolina)
South Carolina
$379K +$356K +6,033 New
TWM
1130
Trueblood Wealth Management
Ohio
$379K +$75.7K +1,283 +27%
CCG
1131
Cypress Capital Group
Florida
$377K – – –
TFS
1132
Thoroughbred Financial Services
Tennessee
$375K -$704K -11,924 -67%
JCM
1133
Jacobsen Capital Management
Utah
$373K +$3.72K +63 +1%
BRWA
1134
B. Riley Wealth Advisors
Florida
$373K +$350K +5,936 New
BW
1135
BXM Wealth
Colorado
$373K – – –
ICP
1136
Interchange Capital Partners
Pennsylvania
$371K +$15.9K +269 +5%
IA
1137
Integrity Alliance
Iowa
$369K -$216K -3,664 -38%
RFS
1138
Richardson Financial Services
Massachusetts
$369K +$649 +11 +0.2%
MCCA
1139
Mill Creek Capital Advisors
Pennsylvania
$368K -$2.66K -45 -0.8%
BWG
1140
Berry Wealth Group
Texas
$367K +$36.5K +618 +12%
DIP
1141
Davis Investment Partners
North Carolina
$364K – – –
XF
1142
XML Financial
Maryland
$364K – – –
PCH
1143
PGIM Custom Harvest
New Jersey
$364K -$5.67K -96 -2%
KA
1144
Kovack Advisors
Florida
$361K -$12.9K -219 -4%
MFWP
1145
Mosaic Family Wealth Partners
Missouri
$359K -$8.74K -148 -3%
AFT
1146
Alpha Family Trust
California
$359K – – –
BONH
1147
Bank of New Hampshire
New Hampshire
$359K -$1.48K -25 -0.4%
HI
1148
Harbour Investments
Wisconsin
$359K +$39.4K +667 +13%
CAM
1149
Cidel Asset Management
Ontario, Canada
$357K -$27.5K -466 -8%
PCS
1150
Personal CFO Solutions
New Jersey
$354K +$29.8K +505 +10%
44 45
46
47 48