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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1201
Triad Wealth Partners
Kansas
$23.4K +$22.1K +551 New
WWP
1202
WR Wealth Planners
Missouri
$23K -$6.5K -162 -23%
MSFP
1203
Mark Sheptoff Financial Planning
Connecticut
$22.3K – – –
OPTFSNA
1204
Old Point Trust & Financial Services N A
Virginia
$22.1K – – –
LFA
1205
LGT Financial Advisors
Texas
$21.7K +$15.6K +390 +325%
AS
1206
Altshuler Shaham
Israel
$21.4K +$20.2K +503 New
CWP
1207
Concord Wealth Partners
Virginia
$21.3K – – –
MHR
1208
Matthew Hamilton Rosenberg
$21.2K -$10.1K -252 -34%
RWPA
1209
Richard W. Paul & Associates
Michigan
$21K -$4.53K -113 -19%
FA
1210
Financial Avengers
California
$20.6K +$19.5K +485 New
EAM
1211
Empirical Asset Management
Massachusetts
$20.5K +$439K +10,956 New
HWA
1212
HHM Wealth Advisors
Tennessee
$20K +$8.02K +200 +74%
MWA
1213
MFA Wealth Advisors
Pennsylvania
$19.2K +$18.1K +452 New
FFO
1214
Fortitude Family Office
Arizona
$19.2K +$2.45K +61 +16%
HH
1215
HWG Holdings
Texas
$18.5K +$17.5K +436 New
SP
1216
SWS Partners
Ohio
$17.6K +$16.6K +413 New
GWMI
1217
Guardian Wealth Management (Illinois)
Illinois
$17.1K -$1.56K -39 -9%
B
1218
Birchbrook
Maine
$17K – – –
RS
1219
Rakuten Securities
Japan
$16.6K – – –
CAL
1220
Capital Advisors Ltd
Ohio
$16K +$401 +10 +3%
OSNBOA
1221
Old Second National Bank of Aurora
Illinois
$15.6K – – –
BLC
1222
Brown, Lisle/Cummings
Rhode Island
$15.5K – – –
VWA
1223
Valued Wealth Advisors
Utah
$15.3K +$4.61K +115 +47%
AP
1224
Aspect Partners
Virginia
$14K – – –
TCA
1225
Trifecta Capital Advisors
Illinois
$13.6K +$11.7K +291 +1,039%
47 48
49
50 51