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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
1226
Concentric Capital Strategies
Connecticut
$379K +$361K +5,211 New
CP
1227
Castleview Partners
Texas
$379K +$27.8K +402 +8%
PCM
1228
Polymer Capital Management
New York
$378K -$203K -2,925 -36%
FSA
1229
Fort Sheridan Advisors
Illinois
$377K – – –
RZH
1230
Relyea Zuckerberg Hanson
Connecticut
$377K +$358K +5,175 New
KIG
1231
Kessler Investment Group
Indiana
$376K -$1.73K -25 -0.5%
PFBT
1232
Parkside Financial Bank & Trust
Missouri
$375K -$17.8K -257 -5%
DSC
1233
Duncker Streett & Co
Missouri
$374K – – –
OW
1234
Olistico Wealth
Oklahoma
$372K +$141K +2,030 +66%
PWA
1235
Pitcairn Wealth Advisors
Pennsylvania
$371K – – –
CWM
1236
Cornerstone Wealth Management
Missouri
$370K +$68.2K +985 +24%
CF
1237
Claris Financial
Virginia
$370K +$19.4K +280 +6%
SFC
1238
Sprinkle Financial Consultants
Colorado
$370K -$1.18K -17 -0.3%
MWA
1239
Meridian Wealth Advisors
Texas
$370K +$5.33K +77 +2%
SFO
1240
Stokes Family Office
Louisiana
$369K -$24.3K -351 -6%
LFA
1241
Legacy Financial Advisors
Kentucky
$369K +$16.5K +239 +5%
EAM
1242
Empirical Asset Management
Massachusetts
$369K +$351K +5,065 New
SLC
1243
Second Line Capital
Louisiana
$369K +$28.8K +416 +9%
CL
1244
COWA LLC
Oklahoma
$365K +$22.2K +320 +7%
AFG
1245
American Financial Group
Ohio
$364K – – –
MCM
1246
Mengis Capital Management
Oregon
$363K – – –
AHL
1247
Abel Hall LLC
Louisiana
$361K +$18K +260 +6%
GIA
1248
Gladstone Institutional Advisory
Florida
$361K +$7.48K +108 +2%
VF
1249
Virtu Financial
New York
$360K +$343K +4,948 New
OIMU
1250
Osmosis Investment Management UK
United Kingdom
$358K +$341K +4,922 New
48 49
50
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