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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1176
Asset Dedication LLC
California
$241K +$8.68K +161 +4%
CP
1177
Castleview Partners
Texas
$241K -$6.58K -122 -3%
SWM
1178
Spire Wealth Management
Virginia
$238K +$5.71K +106 +2%
GSWM
1179
Golden State Wealth Management
California
$237K +$236K +4,378 New
ATS
1180
Ashton Thomas Securities
New York
$237K -$9.48K -176 -4%
AAIS
1181
ABN AMRO Investment Solutions
$236K -$26.6K -494 -10%
BSSFA
1182
Baron Silver Stevens Financial Advisors
Florida
$236K +$235K +4,359 New
LCM
1183
LCM Capital Management
Illinois
$235K +$234K +4,342 New
MAG
1184
Mayfair Advisory Group
Alabama
$233K – – –
RIM
1185
RW Investment Management
Idaho
$233K +$232K +4,314 New
PJWM
1186
Philip James Wealth Mangement
Georgia
$233K -$17.4K -323 -7%
DC
1187
Diametric Capital
Massachusetts
$233K -$26.8K -497 -10%
SI
1188
Seeds Investor
New York
$233K -$27.6K -512 -11%
NB
1189
NBT Bank
New York
$232K -$539 -10 -0.2%
OBWG
1190
Onyx Bridge Wealth Group
New York
$232K -$38.9K -722 -14%
MFA
1191
Mayflower Financial Advisors
Massachusetts
$231K +$230K +4,272 New
RF
1192
Rossby Financial
Florida
$231K +$230K +4,267 New
GPI
1193
General Partner Inc
Pennsylvania
$231K – – –
BF
1194
bLong Financial
Tennessee
$231K +$230K +4,261 New
KA
1195
Kozak & Associates
Colorado
$230K +$66.2K +1,229 +43%
CPRC
1196
Consolidated Portfolio Review Corp
New York
$230K +$229K +4,241 New
LFG
1197
Lockerman Financial Group
California
$229K +$228K +4,232 New
OFO
1198
OneAscent Family Office
Alabama
$229K +$228K +4,235 New
MM
1199
Meridian Management
Arkansas
$228K +$227K +4,205 New
AI
1200
ArchPoint Investors
Florida
$227K +$226K +4,200 New
46 47
48
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