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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1176
Cypress Capital Group
Florida
$437K – – –
SP
1177
SmartHarvest Portfolios
Washington
$435K -$136K -1,964 -25%
SW
1178
SVB Wealth
Massachusetts
$434K -$4.29K -62 -1%
CWP
1179
Curated Wealth Partners
California
$432K +$22.6K +327 +6%
SIC
1180
Sterling Investment Counsel
New York
$432K -$143K -2,063 -26%
SIS
1181
Sound Income Strategies
Florida
$431K +$89.6K +1,294 +27%
ET
1182
Equitable Trust
Tennessee
$431K -$73K -1,054 -15%
OCG
1183
Opus Capital Group
Ohio
$430K +$1.8K +26 +0.4%
JCM
1184
Jacobsen Capital Management
Utah
$430K -$969 -14 -0.2%
JBA
1185
Johnson Bixby & Associates
Washington
$429K +$21.9K +316 +6%
DSCM
1186
Del-Sette Capital Management
New York
$429K -$31.4K -454 -7%
T
1187
Tableaux
Massachusetts
$429K +$408K +5,888 New
OFS
1188
OneAscent Financial Services
Alabama
$428K +$44.9K +648 +12%
SC
1189
Scotia Capital
Ontario, Canada
$423K +$13.2K +191 +3%
BPWM
1190
BCS Private Wealth Management
New Jersey
$419K +$6.92K +100 +2%
TWP
1191
Tower Wealth Partners
Pennsylvania
$419K +$27.5K +397 +7%
AC
1192
Apella Capital
Connecticut
$417K +$66.1K +954 +19%
AFT
1193
Alpha Family Trust
California
$416K – – –
OIS
1194
OneAscent Investment Solutions
Alabama
$414K -$206K -2,973 -34%
FMP
1195
Financial Management Professionals
Texas
$414K +$12.6K +182 +3%
TFS
1196
Thoroughbred Financial Services
Tennessee
$413K +$25.3K +365 +7%
NRC
1197
New Republic Capital
North Carolina
$413K -$33.4K -483 -8%
APWM
1198
Argonautica Private Wealth Management
Massachusetts
$412K +$392K +5,657 New
JIC
1199
Joel Isaacson & Co
New York
$411K – – –
PCH
1200
PGIM Custom Harvest
New Jersey
$410K -$12.5K -180 -3%
46 47
48
49 50