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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFIA
1151
Legacy Financial Independent Advisors
Kentucky
$460K +$437K +6,315 New
WCM
1152
Warburton Capital Management
Oklahoma
$457K -$286K -4,127 -40%
AIIMS
1153
Analyst IMS Investment Management Services
Israel
$457K +$435K +6,279 New
APP
1154
Avantax Planning Partners
Iowa
$456K -$64.7K -935 -13%
BRWA
1155
B. Riley Wealth Advisors
Florida
$455K -$84.1K -1,215 -16%
LWCFA
1156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$454K – – –
IFG
1157
Independent Financial Group
California
$454K +$27.1K +392 +7%
AIM
1158
Anchor Investment Management
South Carolina
$453K +$69.2K +1,000 +19%
DIP
1159
Davis Investment Partners
North Carolina
$452K – – –
PIA
1160
Powell Investment Advisors
Florida
$451K – – –
TWM
1161
Trueblood Wealth Management
Ohio
$449K +$2.98K +43 +0.7%
SCM
1162
Sage Capital Management
New Jersey
$449K +$1.45K +21 +0.3%
UPS
1163
UHLMANN PRICE SECURITIES
Illinois
$448K +$90.8K +1,312 +27%
JDLA
1164
J. Derek Lewis & Associates
California
$448K -$16.9K -244 -4%
MFWP
1165
Mosaic Family Wealth Partners
Missouri
$448K +$28.5K +412 +7%
BW
1166
BXM Wealth
Colorado
$447K – – –
SWM
1167
Sandro Wealth Management
New Jersey
$447K +$35.2K +509 +9%
LIM
1168
Leavell Investment Management
Alabama
$445K +$69 +1 +0%
SW
1169
Simplicity Wealth
New Jersey
$443K +$2.56K +37 +0.6%
ASG
1170
Ariston Services Group
California
$442K -$421K -6,078 Closed
VCM
1171
Versant Capital Management
Arizona
$441K +$92.8K +1,340 +28%
BWP
1172
Balboa Wealth Partners
Arizona
$441K +$7.96K +115 +2%
7WCP
1173
71 West Capital Partners
Massachusetts
$439K +$34.9K +504 +9%
MCCA
1174
Mill Creek Capital Advisors
Pennsylvania
$439K +$2.22K +32 +0.5%
HBW
1175
Hazlett, Burt & Watson
West Virginia
$438K – – –
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