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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1126
Perpetual Ltd
Australia
$373K – – –
PIA
1127
Powell Investment Advisors
Florida
$373K – – –
PWA
1128
Pitcairn Wealth Advisors
Pennsylvania
$371K +$373K +6,171 New
WWC
1129
Waypoint Wealth Counsel
Georgia
$371K -$36.2K -598 -9%
NRC
1130
New Republic Capital
North Carolina
$370K +$136K +2,243 +57%
CC
1131
Centiva Capital
New York
$370K +$372K +6,150 New
BW
1132
BXM Wealth
Colorado
$369K -$6.47K -107 -2%
SCM
1133
Sage Capital Management
New Jersey
$369K +$1.57K +26 +0.4%
TWM
1134
Trueblood Wealth Management
Ohio
$369K +$3.08K +51 +0.8%
LAM
1135
L2 Asset Management
Massachusetts
$368K -$35.8K -592 -9%
LIM
1136
Leavell Investment Management
Alabama
$368K +$54.1K +894 +17%
ASG
1137
Ariston Services Group
California
$365K – – –
SW
1138
Simplicity Wealth
New Jersey
$364K +$73.7K +1,219 +25%
AA
1139
Advisory Alpha
Michigan
$363K +$55.3K +915 +18%
SW
1140
SVB Wealth
Massachusetts
$362K -$40.4K -668 -10%
CCG
1141
Cypress Capital Group
Florida
$361K – – –
MCCA
1142
Mill Creek Capital Advisors
Pennsylvania
$361K +$8.53K +141 +2%
HBW
1143
Hazlett, Burt & Watson
West Virginia
$360K -$7.86K -130 -2%
FFA
1144
Fi3 Financial Advisors
Indiana
$358K -$33.9K -560 -9%
BWP
1145
Balboa Wealth Partners
Arizona
$357K +$12.3K +204 +4%
JCM
1146
Jacobsen Capital Management
Utah
$356K -$1.63K -27 -0.5%
OCG
1147
Opus Capital Group
Ohio
$354K -$207K -3,417 -37%
VFA
1148
Valeo Financial Advisors
Indiana
$354K +$23K +381 +7%
AU
1149
AlphaGrep UK
$353K +$355K +5,878 New
IFG
1150
Independent Financial Group
California
$351K -$49.2K -813 -12%
44 45
46
47 48