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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1276
Core Wealth Partners
California
$252K +$236K +4,004 New
CI
1277
Corient IA
Florida
$251K – – –
PWP
1278
Pursue Wealth Partners
California
$251K – – –
BPC
1279
Bearing Point Capital
Minnesota
$250K +$11K +186 +5%
EHWM
1280
Eads & Heald Wealth Management
Georgia
$250K -$60.2K -1,020 -20%
RC
1281
Roundview Capital
New Jersey
$250K +$235K +3,979 New
KFSC
1282
Keystone Financial Services (Colorado)
Colorado
$250K -$6.32K -107 -3%
HAIM
1283
Hunter Associates Investment Management
Pennsylvania
$248K +$13K +220 +6%
JE
1284
JMAC Enterprises
Pennsylvania
$248K +$233K +3,942 New
SMH
1285
Sanders Morris Harris
Texas
$247K +$233K +3,939 New
QFA
1286
Quantum Financial Advisors
California
$247K +$11.2K +190 +5%
EFSCE
1287
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$2.3K +39 +1%
MWM
1288
Manske Wealth Management
Texas
$245K +$10K +170 +5%
UPS
1289
UHLMANN PRICE SECURITIES
Illinois
$244K -$53.7K -910 -19%
MAG
1290
Mayfair Advisory Group
Alabama
$244K -$5.79K -98 -2%
KCM
1291
Kathmere Capital Management
Pennsylvania
$242K +$228K +3,854 New
SWA
1292
SOA Wealth Advisors
New York
$242K +$2.78M +47,090 +257%
NRC
1293
New Republic Capital
North Carolina
$242K +$16.1K +272 +8%
MWM
1294
Meridian Wealth Management
Kentucky
$241K -$43K -728 -16%
WTC
1295
WhitTier Trust Company
Nevada
$241K -$413 -7 -0.2%
SG
1296
StoneX Group
New York
$241K -$28K -475 -11%
CCG
1297
Catalina Capital Group
California
$241K -$17.9K -304 -7%
HIC
1298
Holderness Investments Company
North Carolina
$240K -$47.2K -800 -17%
OAM
1299
Ostrum Asset Management
France
$239K -$6.49K -110 -3%
DWM
1300
Drive Wealth Management
Utah
$239K +$4.55K +77 +2%
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