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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1226
Legacy Financial Advisors
Kentucky
$242K +$1.77K +31 +0.8%
AWM
1227
Accel Wealth Management
Iowa
$242K -$51.9K -906 -18%
DTL
1228
Dynamic Technology Lab
Singapore
$242K -$1.5M -26,170 -87%
PIFP
1229
Partners in Financial Planning
Virginia
$242K – – –
DE
1230
Diversified Enterprises
Delaware
$242K +$232K +4,045 New
AC
1231
Apella Capital
Connecticut
$242K +$13.6K +237 +6%
BA
1232
Bridgewater Advisors
New York
$241K +$231K +4,041 New
SCM
1233
Stevens Capital Management
Pennsylvania
$241K +$231K +4,035 New
RIG
1234
RiverFront Investment Group
Virginia
$241K +$231K +4,028 New
RT
1235
Rockland Trust
Massachusetts
$240K -$2.98K -52 -1%
PWP
1236
Pursue Wealth Partners
California
$239K – – –
CI
1237
Corient IA
Florida
$239K +$229K +4,000 New
BAM
1238
Belpointe Asset Management
Nevada
$239K -$54.5K -952 -19%
PSFG
1239
Park Square Financial Group
Georgia
$239K +$4.35K +76 +2%
JSAM
1240
J. Safra Asset Management
New York
$238K +$228K +3,990 New
LSA
1241
Leonteq Securities AG
Switzerland
$238K -$2.86K -50 -1%
PJWM
1242
Philip James Wealth Mangement
Georgia
$237K -$19.9K -347 -8%
CMS
1243
Capital Market Strategies
Florida
$236K +$226K +3,951 New
PCP
1244
Perbak Capital Partners
United Kingdom
$236K +$226K +3,942 New
KA
1245
Kozak & Associates
Colorado
$234K +$1.83K +32 +0.8%
OAM
1246
Ostrum Asset Management
France
$234K -$5.95K -104 -3%
BP
1247
BWM Planning
Texas
$234K +$2.06K +36 +0.9%
WFI
1248
West Family Investments
California
$233K -$292K -5,096 -57%
EAM
1249
Everstar Asset Management
North Carolina
$232K -$87.6K -1,530 -28%
EFSCE
1250
Enterprise Financial Services Corp (EFSC)
Missouri
$232K -$2.86K -50 -1%
48 49
50
51 52