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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1226
Castleview Partners
Texas
$379K +$27.8K +402 +8%
PCM
1227
Polymer Capital Management
New York
$378K -$203K -2,925 -36%
FSA
1228
Fort Sheridan Advisors
Illinois
$377K – – –
RZH
1229
Relyea Zuckerberg Hanson
Connecticut
$377K +$358K +5,175 New
KIG
1230
Kessler Investment Group
Indiana
$376K -$1.73K -25 -0.5%
PFBT
1231
Parkside Financial Bank & Trust
Missouri
$375K -$17.8K -257 -5%
DSC
1232
Duncker Streett & Co
Missouri
$374K – – –
OW
1233
Olistico Wealth
Oklahoma
$372K +$141K +2,030 +66%
PWA
1234
Pitcairn Wealth Advisors
Pennsylvania
$371K – – –
CWM
1235
Cornerstone Wealth Management
Missouri
$370K +$68.2K +985 +24%
CF
1236
Claris Financial
Virginia
$370K +$19.4K +280 +6%
SFC
1237
Sprinkle Financial Consultants
Colorado
$370K -$1.18K -17 -0.3%
MWA
1238
Meridian Wealth Advisors
Texas
$370K +$5.33K +77 +2%
SFO
1239
Stokes Family Office
Louisiana
$369K -$24.3K -351 -6%
LFA
1240
Legacy Financial Advisors
Kentucky
$369K +$16.5K +239 +5%
EAM
1241
Empirical Asset Management
Massachusetts
$369K +$351K +5,065 New
SLC
1242
Second Line Capital
Louisiana
$369K +$28.8K +416 +9%
CL
1243
COWA LLC
Oklahoma
$365K +$22.2K +320 +7%
AFG
1244
American Financial Group
Ohio
$364K – – –
MCM
1245
Mengis Capital Management
Oregon
$363K – – –
AHL
1246
Abel Hall LLC
Louisiana
$361K +$18K +260 +6%
GIA
1247
Gladstone Institutional Advisory
Florida
$361K +$7.48K +108 +2%
VF
1248
Virtu Financial
New York
$360K +$343K +4,948 New
OIMU
1249
Osmosis Investment Management UK
United Kingdom
$358K +$341K +4,922 New
DE
1250
Diversified Enterprises
Delaware
$357K -$114K -1,652 -25%
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50
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