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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1301
Cambiar Investors
Colorado
$314K -$190K -2,739 -39%
BCM
1302
Bayesian Capital Management
New York
$313K +$298K +4,300 New
GM
1303
GeoWealth Management
Illinois
$312K +$8.59K +124 +3%
PWP
1304
Principle Wealth Partners
Connecticut
$312K -$214K -3,089 -42%
GPI
1305
General Partner Inc
Pennsylvania
$310K – – –
RFP
1306
Root Financial Partners
California
$309K +$35.7K +516 +14%
PCA
1307
Pallas Capital Advisors
Massachusetts
$309K -$12.6K -182 -4%
RFA
1308
Resurgent Financial Advisors
Georgia
$308K +$22.1K +319 +8%
FHC
1309
First Horizon Corporation
Tennessee
$307K +$10.4K +150 +4%
AI
1310
ArchPoint Investors
Florida
$306K – – –
KWA
1311
Kellett Wealth Advisors
Ohio
$306K – – –
WWMSC
1312
Wagner Wealth Management (South Carolina)
South Carolina
$304K -$31.3K -452 -10%
CPWA
1313
Cerro Pacific Wealth Advisors
California
$304K +$289K +4,173 New
GFG
1314
Genesis Financial Group
New Jersey
$303K +$289K +4,170 New
SWP
1315
Summit Wealth Partners
Florida
$303K +$289K +4,167 New
KFAS
1316
Keating Financial Advisory Services
Kansas
$303K +$30.7K +443 +12%
PCM
1317
Prelude Capital Management
New York
$303K +$288K +4,160 New
IPW
1318
IronBridge Private Wealth
Texas
$303K – – –
HIM
1319
Hanlon Investment Management
New Jersey
$301K +$287K +4,142 New
WGAM
1320
Wilkinson Global Asset Management
New York
$301K – – –
BA
1321
Bridgewater Advisors
New York
$300K +$32.4K +468 +10%
CC
1322
Cornerstone Capital
California
$300K – – –
CCA
1323
Corps Capital Advisors
Texas
$300K +$285K +4,120 New
UAM
1324
Unifi Asset Management
New York
$298K -$2.54M -36,624 -90%
RIA
1325
Retirement Investment Advisors
Oklahoma
$298K – – –
51 52
53
54 55