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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1226
MGB Wealth Management
Texas
$257K +$59 +1 +0%
PWM
1227
Pines Wealth Management
North Carolina
$257K +$14K +238 +6%
FFG
1228
Fortem Financial Group
California
$257K +$238K +4,051 New
DE
1229
Diversified Enterprises
Delaware
$257K -$2K -34 -0.8%
PIFP
1230
Partners in Financial Planning
Virginia
$256K – – –
RT
1231
Rockland Trust
Massachusetts
$254K – – –
BB
1232
Busey Bank
Illinois
$254K -$587 -10 -0.2%
CI
1233
Corient IA
Florida
$253K – – –
PWP
1234
Pursue Wealth Partners
California
$253K – – –
BPC
1235
Bearing Point Capital
Minnesota
$253K – – –
GVAG
1236
Great Valley Advisor Group
Delaware
$252K -$36.8K -627 -14%
RC
1237
Roundview Capital
New Jersey
$252K – – –
PA
1238
PharVision Advisers
Florida
$252K +$233K +3,977 New
SFG
1239
Sovereign Financial Group
Connecticut
$252K +$233K +3,973 New
FHC
1240
First Horizon Corporation
Tennessee
$251K +$233K +3,969 New
PCM
1241
Prelude Capital Management
New York
$251K -$81K -1,380 -26%
KFSC
1242
Keystone Financial Services (Colorado)
Colorado
$251K -$1.35K -23 -0.6%
JE
1243
JMAC Enterprises
Pennsylvania
$250K +$293 +5 +0.1%
QFA
1244
Quantum Financial Advisors
California
$249K +$59 +1 +0%
KA
1245
Kozak & Associates
Colorado
$249K +$1.94K +33 +0.8%
EFSCE
1246
Enterprise Financial Services Corp (EFSC)
Missouri
$248K +$235 +4 +0.1%
WTC
1247
WhitTier Trust Company
Nevada
$248K +$352 +6 +0.2%
NRC
1248
New Republic Capital
North Carolina
$248K +$3.46K +59 +2%
MWM
1249
Manske Wealth Management
Texas
$247K – – –
AA
1250
Argent Advisors
Louisiana
$246K -$185K -3,160 -45%
48 49
50
51 52