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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1201
Waldron Private Wealth
Pennsylvania
$314K +$1.27K +21 +0.4%
OFS
1202
OneAscent Financial Services
Alabama
$314K +$45.7K +756 +17%
TAM
1203
Tocqueville Asset Management
New York
$313K – – –
TAFW
1204
Tred Avon Family Wealth
Maryland
$313K +$20.7K +342 +7%
KIG
1205
Kessler Investment Group
Indiana
$312K -$8.71K -144 -3%
FSA
1206
Fort Sheridan Advisors
Illinois
$312K – – –
GH
1207
GAM Holding
Switzerland
$310K +$22.3K +369 +8%
DSC
1208
Duncker Streett & Co
Missouri
$309K – – –
SFC
1209
Sprinkle Financial Consultants
Colorado
$306K +$60 +1 +0%
SG
1210
StoneX Group
New York
$304K +$73.5K +1,215 +32%
LIP
1211
Lighthouse Investment Partners
Florida
$302K +$304K +5,029 New
MAG
1212
Meadowbrook Advisors Group
New Jersey
$302K +$304K +5,023 New
GVAG
1213
Great Valley Advisor Group
Delaware
$301K +$61.6K +1,019 +26%
CMF
1214
Counterpoint Mutual Funds
California
$301K +$303K +5,006 New
MWA
1215
Meridian Wealth Advisors
Texas
$301K -$45.3K -750 -13%
AFG
1216
American Financial Group
Ohio
$301K +$302K +5,000 New
ESB
1217
Essex Savings Bank
Connecticut
$300K -$12.3K -203 -4%
MCM
1218
Mengis Capital Management
Oregon
$299K -$15.2K -251 -5%
TBA
1219
Tower Bridge Advisors
Pennsylvania
$299K +$301K +4,979 New
GAAM
1220
Guinness Atkinson Asset Management
California
$299K +$303K +5,004 New
RIA
1221
Retirement Investment Advisors
Oklahoma
$298K – – –
GAMC
1222
Garner Asset Management Corp
Texas
$298K -$242K -4,000 -45%
OAM
1223
Occidental Asset Management
California
$296K +$18.7K +310 +7%
AC
1224
Apella Capital
Connecticut
$295K +$1.94K +32 +0.7%
BHBT
1225
Burke & Herbert Bank & Trust
Virginia
$292K – – –
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