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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1176
SmartHarvest Portfolios
Washington
$435K -$136K -1,964 -25%
SW
1177
SVB Wealth
Massachusetts
$434K -$4.29K -62 -1%
CWP
1178
Curated Wealth Partners
California
$432K +$22.6K +327 +6%
SIC
1179
Sterling Investment Counsel
New York
$432K -$143K -2,063 -26%
SIS
1180
Sound Income Strategies
Florida
$431K +$89.6K +1,294 +27%
ET
1181
Equitable Trust
Tennessee
$431K -$73K -1,054 -15%
OCG
1182
Opus Capital Group
Ohio
$430K +$1.8K +26 +0.4%
JCM
1183
Jacobsen Capital Management
Utah
$430K -$969 -14 -0.2%
JBA
1184
Johnson Bixby & Associates
Washington
$429K +$21.9K +316 +6%
DSCM
1185
Del-Sette Capital Management
New York
$429K -$31.4K -454 -7%
T
1186
Tableaux
Massachusetts
$429K +$408K +5,888 New
OFS
1187
OneAscent Financial Services
Alabama
$428K +$44.9K +648 +12%
SC
1188
Scotia Capital
Ontario, Canada
$423K +$13.2K +191 +3%
BPWM
1189
BCS Private Wealth Management
New Jersey
$419K +$6.92K +100 +2%
TWP
1190
Tower Wealth Partners
Pennsylvania
$419K +$27.5K +397 +7%
AC
1191
Apella Capital
Connecticut
$417K +$66.1K +954 +19%
AFT
1192
Alpha Family Trust
California
$416K – – –
OIS
1193
OneAscent Investment Solutions
Alabama
$414K -$206K -2,973 -34%
FMP
1194
Financial Management Professionals
Texas
$414K +$12.6K +182 +3%
TFS
1195
Thoroughbred Financial Services
Tennessee
$413K +$25.3K +365 +7%
NRC
1196
New Republic Capital
North Carolina
$413K -$33.4K -483 -8%
APWM
1197
Argonautica Private Wealth Management
Massachusetts
$412K +$392K +5,657 New
JIC
1198
Joel Isaacson & Co
New York
$411K – – –
PCH
1199
PGIM Custom Harvest
New Jersey
$410K -$12.5K -180 -3%
CT
1200
Chicago Trust
Illinois
$409K -$83.4K -1,205 -18%
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