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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
1326
Mount Vernon Associates
Maryland
$225K – – –
FOA
1327
Five Oceans Advisors
California
$224K +$1K +17 +0.5%
CW
1328
Channel Wealth
California
$224K +$2.72K +46 +1%
PWM
1329
Pines Wealth Management
North Carolina
$224K -$5.2K -88 -2%
MIM
1330
Marco Investment Management
Georgia
$223K – – –
DI
1331
Disciplined Investments
Oklahoma
$223K +$472 +8 +0.2%
AA
1332
Advisory Alpha
Michigan
$223K +$209K +3,543 New
SIM
1333
Sentry Investment Management
Wisconsin
$222K – – –
LOAMU
1334
Lombard Odier Asset Management (USA)
New York
$222K +$208K +3,528 New
WA
1335
Waddell & Associates
Tennessee
$222K +$208K +3,527 New
PJWM
1336
Philip James Wealth Mangement
Georgia
$221K -$26.4K -448 -11%
ANBT
1337
American National Bank & Trust
Texas
$219K +$161K +2,729 +359%
KA
1338
Klingman & Associates
New York
$219K +$206K +3,484 New
AL
1339
Arnhold LLC
New York
$218K – – –
PIM
1340
Penobscot Investment Management
Massachusetts
$218K – – –
AWM
1341
Angeles Wealth Management
California
$217K +$204K +3,458 New
VA
1342
VestGen Advisors
Illinois
$217K +$204K +3,456 New
OBWG
1343
Onyx Bridge Wealth Group
New York
$217K -$11K -186 -5%
FFN
1344
Focus Financial Network
Minnesota
$215K +$202K +3,419 New
SI
1345
Seeds Investor
New York
$214K -$27.9K -472 -12%
CAIM
1346
Catherine Avery Investment Management
Florida
$214K – – –
SI
1347
Saxon Interests
Texas
$213K – – –
BSSFA
1348
Baron Silver Stevens Financial Advisors
Florida
$212K -$57.9K -980 -22%
CWM
1349
Cornerstone Wealth Management
Missouri
$211K -$590 -10 -0.3%
EGA
1350
E&G Advisors
Texas
$210K +$198K +3,346 New
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