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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1326
Facet Wealth Inc
Maryland
$298K -$415 -6 -0.1%
SFG
1327
Sovereign Financial Group
Connecticut
$297K +$4.78K +69 +2%
RT
1328
Rockland Trust
Massachusetts
$297K -$19K -274 -6%
TCM
1329
Tuttle Capital Management
Connecticut
$296K +$281K +4,064 New
PIFP
1330
Partners in Financial Planning
Virginia
$294K – – –
BB
1331
Busey Bank
Illinois
$294K -$1.31K -19 -0.5%
DE
1332
Defiance ETFs
New York
$294K +$280K +4,038 New
WAG
1333
Wallace Advisory Group
California
$294K -$34.5K -499 -11%
SMBT
1334
Southern Michigan Bank & Trust
Michigan
$294K +$279K +4,035 New
LSIA
1335
LaSalle St. Investment Advisors
Illinois
$293K +$12.4K +179 +5%
AWM
1336
Avior Wealth Management
Nebraska
$291K -$50.5K -729 -15%
RDWM
1337
Red Door Wealth Management
Tennessee
$291K +$277K +3,998 New
DWM
1338
Drive Wealth Management
Utah
$291K +$6.72K +97 +2%
RC
1339
Roundview Capital
New Jersey
$290K – – –
AOWM
1340
Asset One Wealth Management
Washington
$289K -$58K -837 -17%
KA
1341
Kozak & Associates
Colorado
$287K -$12.2K -176 -4%
QFA
1342
Quantum Financial Advisors
California
$287K +$138 +2 +0.1%
FFA
1343
Florida Financial Advisors
Florida
$287K +$273K +3,938 New
OWM
1344
OneAscent Wealth Management
Alabama
$287K -$12.6K -182 -4%
TA
1345
Townsend & Associates
Colorado
$286K -$106K -1,531 -28%
CWP
1346
Core Wealth Partners
California
$286K +$272K +3,925 New
WWC
1347
Waypoint Wealth Counsel
Georgia
$284K -$157K -2,266 -37%
AWMT
1348
AAFMAA Wealth Management & Trust
North Carolina
$283K +$269K +3,883 New
SHFG
1349
S Harris Financial Group
Texas
$283K -$19.8K -286 -7%
GI
1350
GLOBALT Investments
Georgia
$282K +$485 +7 +0.2%
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