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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1401
Crowley Wealth Management
Delaware
$47.1K – – –
DJSG
1402
D.J. St. Germain
Massachusetts
$47K +$14.8K +258 +49%
TCPG
1403
Trivant Custom Portfolio Group
California
$46.3K – – –
ANBT
1404
American National Bank & Trust
Texas
$45.5K +$572 +10 +1%
WF
1405
Wayfinding Financial
Washington
$45K +$43.1K +753 New
OAJ
1406
Ogorek Anthony Joseph
New York
$45K +$43.2K +755 New
JFGIW
1407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.8K +$42.9K +749 New
RA
1408
Rise Advisors
New York
$43.7K +$458 +8 +1%
DI
1409
DAGCO Inc
Ohio
$43.3K +$41.4K +724 New
GKIM
1410
GW&K Investment Management
Massachusetts
$43K +$687 +12 +2%
TFA
1411
Toth Financial Advisory
Virginia
$41.8K -$30.7K -536 -43%
CCM
1412
Campbell Capital Management
Florida
$41.8K – – –
GCM
1413
Gables Capital Management
Florida
$41.2K – – –
QC
1414
Quent Capital
New York
$41K +$12.7K +222 +48%
EIM
1415
Essex Investment Management
Massachusetts
$40.6K – – –
MEG
1416
Millstone Evans Group
Colorado
$39.4K – – –
PB
1417
Pinnacle Bancorp
Nebraska
$38.8K – – –
ABWM
1418
Alpine Bank Wealth Management
Colorado
$38.8K +$37.1K +649 New
MCM
1419
Manchester Capital Management
Vermont
$38.3K +$25.2K +441 +221%
JWA
1420
JFS Wealth Advisors
Pennsylvania
$37.9K – – –
AWM
1421
Abound Wealth Management
Tennessee
$37.9K +$19.7K +345 +119%
AW
1422
Avion Wealth
Texas
$37K – – –
VWA
1423
Valued Wealth Advisors
Utah
$36.9K +$3.78K +66 +12%
SAM
1424
S.A. Mason
Michigan
$36.8K – – –
PGAM
1425
Princeton Global Asset Management
New Jersey
$35.9K +$286 +5 +0.8%
55 56
57
58 59