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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1601
D.J. St. Germain
Massachusetts
$66.1K -$3.68K -50 -5%
ADL
1602
Asset Dedication LLC
California
$64.9K -$258K -3,500 -80%
PB
1603
Prosperity Bancshares
Texas
$64.7K -$9.2K -125 -13%
AIC
1604
Archer Investment Corporation
Indiana
$64.2K – – –
BHWM
1605
Beaird Harris Wealth Management
Texas
$63.8K +$29.7K +403 +89%
MEG
1606
Millstone Evans Group
Colorado
$63.3K +$5.15K +70 +9%
VWM
1607
Vermillion Wealth Management
Minnesota
$63.2K -$6.25K -85 -9%
WWM
1608
Wolff Wiese Magana
California
$62.7K – – –
CFM
1609
Compass Financial Management
Florida
$60.9K +$62.6K +851 New
AAG
1610
Accordant Advisory Group
Maryland
$60K – – –
JWA
1611
JFS Wealth Advisors
Pennsylvania
$59.1K -$75K -1,019 -56%
AWM
1612
Abound Wealth Management
Tennessee
$58.9K -$13.8K -188 -19%
APFP
1613
Action Point Financial Planning
Michigan
$57.5K +$57.2K +777 New
SGK
1614
Steigerwald Gordon & Koch
Virginia
$56.9K – – –
SEP
1615
Signature Equity Partners
Ohio
$56.9K +$1.32K +18 +2%
AW
1616
Avion Wealth
Texas
$56K +$1.47K +20 +3%
BWS
1617
Buck Wealth Strategies
Colorado
$55.5K +$54.9K +746 New
BW
1618
Basepoint Wealth
Iowa
$54.4K +$221 +3 +0.4%
DWA
1619
Delos Wealth Advisors
Texas
$53.7K +$53.1K +722 New
WG
1620
Wellington Group
Indiana
$52.5K – – –
VWA
1621
Valued Wealth Advisors
Utah
$52K -$16.9K -229 -25%
STB
1622
S&T Bank
Pennsylvania
$51.8K +$6.25K +85 +14%
PIS
1623
POM Investment Strategies
North Carolina
$51.4K – – –
GCM
1624
Gables Capital Management
Florida
$51.3K – – –
IAS
1625
IMA Advisory Services
Colorado
$50.9K +$49.6K +674 +6,127%
63 64
65
66 67