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Williams Companies

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1501
Nova Wealth Management
Florida
$1.51K +$1.51K +28 New
JFG
1502
JDM Financial Group
Texas
$1.46K
ATC
1503
Advantage Trust Company
Kansas
$1.42K +$3.77K +70 New
NCM
1504
Northwest Capital Management
Oregon
$1.35K
WW
1505
Winnow Wealth
Texas
$1.34K +$1.35K +25 New
CAWM
1506
Capital A Wealth Management
Pennsylvania
$1.3K +$1.29K +24 New
CIA
1507
Cape Investment Advisory
Georgia
$1.19K -$251K -4,665 -100%
PWM
1508
Parkworth Wealth Management
California
$1.14K +$1.13K +21 New
MAS
1509
MPWM Advisory Solutions
Georgia
$758 +$754 +14 New
NS
1510
NBC Securities
Alabama
$715 -$882K -16,359 -100%
CTWM
1511
Cherry Tree Wealth Management
Minnesota
$623
IHWM
1512
Iron Horse Wealth Management
Iowa
$595
FCMT
1513
Founders Capital Management (Texas)
Texas
$491
AWM
1514
Activest Wealth Management
Florida
$487 +$485 +9 New
KBFS
1515
Kohmann Bosshard Financial Services
Ohio
$433 +$431 +8 New
SFA
1516
Semmax Financial Advisors
North Carolina
$346
RDIA
1517
RE Dickinson Investment Advisors
Iowa
$300 +$269 +5 New
SMAM
1518
Sugar Maple Asset Management
Wisconsin
$271 +$269 +5 New
WBC
1519
West Branch Capital
Massachusetts
$109
MIS
1520
Morningstar Investment Services
Illinois
-$31.7M -701,768 Closed
Twin Tree Management
1521
Twin Tree Management
Texas
-$31.4M -582,556 Closed
WPEP
1522
Walnut Private Equity Partners
Nebraska
-$22.4M -489,273 Closed
P
1523
Paradiem
Louisiana
-$11.9M -261,101 Closed
JGC
1524
J. Goldman & Co
New York
-$11M -240,823 Closed
AG
1525
AlTi Global
New York
-$8.86M -194,127 Closed