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Williams Companies
WMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1626
SHP Wealth Management
Massachusetts
$49.9K +$2.58K +35 +6%
DIP
1627
DT Investment Partners
Pennsylvania
$49.8K – – –
MAM
1628
Morse Asset Management
Connecticut
$48.5K +$36.8K +500 +329%
CA
1629
Crewe Advisors
Utah
$48K +$13.8K +187 +41%
AFC
1630
Ares Financial Consulting
California
$46.8K +$1.77K +24 +4%
GC
1631
Gould Capital
Washington
$44.6K – – –
MFP
1632
Meramec Financial Planners
Missouri
$43.3K +$45K +611 New
FLP
1633
Financial Life Planners
Arizona
$43K +$294 +4 +0.7%
HFS
1634
Hughes Financial Services
Virginia
$42.8K +$3.09K +42 +8%
CT
1635
Clearstead Trust
Maine
$42.8K +$6.7K +91 +19%
EIM
1636
Essex Investment Management
Massachusetts
$42.6K – – –
C
1637
Covestor
United Kingdom
$42K +$442 +6 +1%
FWA
1638
Flagship Wealth Advisors
Massachusetts
$40.9K +$40.5K +550 New
SL
1639
Salomon & Ludwin
Virginia
$40.8K – – –
AF
1640
Abound Financial
California
$40.3K – – –
EFMH
1641
E Fund Management (HK)
Hong Kong
$39.8K +$32.3K +439 +453%
MWA
1642
Medallion Wealth Advisors
Connecticut
$39.7K -$58.6K -796 -60%
OP
1643
Oslo Pensjonsforsikring
$39.3K – – –
MSFP
1644
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
MCM
1645
Manchester Capital Management
Vermont
$38.4K – – –
KAS
1646
Kemnay Advisory Services
New York
$38.2K +$1.77K +24 +5%
CPG
1647
Cornerstone Planning Group
New Jersey
$37.8K +$2.06K +28 +6%
WT
1648
WHI Trust
Illinois
$37.2K – – –
CRI
1649
Commonwealth Retirement Investments
Virginia
$37.2K +$36.8K +500 New
CWP
1650
Concord Wealth Partners
Virginia
$37.2K +$36.8K +500 New
64 65
66
67 68