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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1476
Alpine Bank Wealth Management
Colorado
$40.8K – – –
JWA
1477
JFS Wealth Advisors
Pennsylvania
$40.5K +$590 +10 +2%
MCM
1478
Manchester Capital Management
Vermont
$40.3K – – –
AWM
1479
Abound Wealth Management
Tennessee
$39.8K – – –
SAM
1480
S.A. Mason
Michigan
$38.6K – – –
BHWM
1481
Beaird Harris Wealth Management
Texas
$38.3K -$18.7K -317 -34%
SPF
1482
South Plains Financial
Texas
$38.2K +$26.7K +452 +290%
PGAM
1483
Princeton Global Asset Management
New Jersey
$38.1K +$295 +5 +0.8%
GC
1484
Gould Capital
Washington
$37.7K – – –
FFO
1485
Fortitude Family Office
Arizona
$37.5K +$118 +2 +0.3%
SS
1486
Sunbelt Securities
Texas
$37.2K -$199K -3,372 -83%
AP
1487
Aspect Partners
Virginia
$36.6K +$15.4K +261 +81%
MSFP
1488
Mark Sheptoff Financial Planning
Connecticut
$36.1K +$2.89K +49 +9%
LWMI
1489
Legacy Wealth Management (Idaho)
Idaho
$34.7K – – –
LIS
1490
Legacy Investment Solutions
Idaho
$34.7K +$32.6K +553 New
CPA
1491
Compass Planning Associates
Massachusetts
$34.3K – – –
AUB
1492
Atlantic Union Bankshares
Virginia
$31.8K +$29.9K +507 New
IHWM
1493
Iron Horse Wealth Management
Iowa
$31.7K – – –
CWP
1494
Concord Wealth Partners
Virginia
$31.4K – – –
MEG
1495
Millstone Evans Group
Colorado
$31.3K -$9.51K -161 -24%
FMP
1496
Financial Management Professionals
Texas
$31K +$6.55K +111 +29%
PWMG
1497
Private Wealth Management Group
New Jersey
$29.5K +$14.2K +240 +105%
HFS
1498
Hughes Financial Services
Virginia
$29.4K -$2.01K -34 -6%
CWM
1499
Copia Wealth Management
Oregon
$28.6K +$6.2K +105 +30%
PWAM
1500
Private Wealth Asset Management
Iowa
$28.3K -$2.07K -35 -7%
58 59
60
61 62