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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1176
Castleview Partners
Texas
$241K -$6.58K -122 -3%
SWM
1177
Spire Wealth Management
Virginia
$238K +$5.71K +106 +2%
GSWM
1178
Golden State Wealth Management
California
$237K +$236K +4,378 New
ATS
1179
Ashton Thomas Securities
New York
$237K -$9.48K -176 -4%
AAIS
1180
ABN AMRO Investment Solutions
$236K -$26.6K -494 -10%
BSSFA
1181
Baron Silver Stevens Financial Advisors
Florida
$236K +$235K +4,359 New
LCM
1182
LCM Capital Management
Illinois
$235K +$234K +4,342 New
MAG
1183
Mayfair Advisory Group
Alabama
$233K – – –
RIM
1184
RW Investment Management
Idaho
$233K +$232K +4,314 New
PJWM
1185
Philip James Wealth Mangement
Georgia
$233K -$17.4K -323 -7%
DC
1186
Diametric Capital
Massachusetts
$233K -$26.8K -497 -10%
SI
1187
Seeds Investor
New York
$233K -$27.6K -512 -11%
NB
1188
NBT Bank
New York
$232K -$539 -10 -0.2%
OBWG
1189
Onyx Bridge Wealth Group
New York
$232K -$38.9K -722 -14%
MFA
1190
Mayflower Financial Advisors
Massachusetts
$231K +$230K +4,272 New
RF
1191
Rossby Financial
Florida
$231K +$230K +4,267 New
GPI
1192
General Partner Inc
Pennsylvania
$231K – – –
BF
1193
bLong Financial
Tennessee
$231K +$230K +4,261 New
KA
1194
Kozak & Associates
Colorado
$230K +$66.2K +1,229 +43%
CPRC
1195
Consolidated Portfolio Review Corp
New York
$230K +$229K +4,241 New
LFG
1196
Lockerman Financial Group
California
$229K +$228K +4,232 New
OFO
1197
OneAscent Family Office
Alabama
$229K +$228K +4,235 New
MM
1198
Meridian Management
Arkansas
$228K +$227K +4,205 New
AI
1199
ArchPoint Investors
Florida
$227K +$226K +4,200 New
PWPS
1200
Pinnacle Wealth Planning Services
Ohio
$227K -$128K -2,378 -36%
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