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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
1151
New Age Alpha Advisors
New York
$316K +$113K +1,920 +63%
RIA
1152
Retirement Investment Advisors
Oklahoma
$314K – – –
LOAMU
1153
Lombard Odier Asset Management (USA)
New York
$314K +$83.4K +1,421 +40%
C
1154
Certuity
Florida
$313K +$75.1K +1,280 +35%
PA
1155
PFG Advisors
Arizona
$309K +$30.9K +527 +12%
AGWCA
1156
Annis Gardner Whiting Capital Advisors
Florida
$308K +$15.7K +268 +6%
FWTB
1157
First Western Trust Bank
Colorado
$308K -$165K -2,808 -37%
TAFW
1158
Tred Avon Family Wealth
Maryland
$308K +$285K +4,857 New
BHBT
1159
Burke & Herbert Bank & Trust
Virginia
$308K – – –
IRP
1160
Investment Research Partners
Pennsylvania
$307K +$316K +5,387 New
SW
1161
Simplicity Wealth
New Jersey
$306K -$165K -2,814 -37%
MA
1162
Mutual Advisors
Nebraska
$305K +$33.2K +565 +12%
GM
1163
GeoWealth Management
Illinois
$305K +$6.46K +110 +2%
UPS
1164
UHLMANN PRICE SECURITIES
Illinois
$305K +$54K +921 +24%
AC
1165
Apella Capital
Connecticut
$304K +$27.2K +463 +11%
GH
1166
GAM Holding
Switzerland
$304K +$281K +4,796 New
AIM
1167
Anchor Investment Management
South Carolina
$300K – – –
LFA
1168
Legacy Financial Advisors
Kentucky
$299K -$2.17K -37 -0.8%
YLHM
1169
Yelin Lapidot Holdings Management
Israel
$298K -$42.8K -730 -13%
SWM
1170
Spire Wealth Management
Virginia
$298K -$11.1K -189 -4%
ADL
1171
Asset Dedication LLC
California
$298K +$14.6K +248 +6%
SIA
1172
Strategic Investment Advisors
Michigan
$295K +$273K +4,656 New
EBA
1173
Eagle Bay Advisors
New York
$295K +$293 +5 +0.1%
RW
1174
Rede Wealth
Virginia
$295K +$273K +4,654 New
CSF
1175
Capital Squared Financial
Maryland
$294K +$273K +4,647 New
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