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WILLIAMS PARTNERS
WILLIAMS PARTNERS. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 20 Institutional holders with a total value of $64,345,753.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CHICKASAW CAPITAL MANAGEMENT LLC 786,292 41,713,000 64.83%
2 Advisors Capital Management, LLC 78,136 4,145,000 6.44%
3 Veritable, L.P. 77,888 4,132,000 6.42%
4 UNITED CAPITAL FINANCIAL ADVISORS, LLC 60,296 3,199,000 4.97%
5 J.P. Morgan Private Wealth Advisors LLC 35,927 1,906,000 2.96%
6 KEELEY ASSET MANAGEMENT CORP 29,300 1,554,000 2.42%
7 Pinnacle Holdings, LLC 22,050 1,169,753 1.82% SH
8 Adams Asset Advisors, LLC 18,474 980,000 1.52%
9 W.G. Shaheen & Associates DBA Whitney & Co 17,400 923,000 1.43%
10 BEACH INVESTMENT COUNSEL INC/PA 14,665 778,000 1.21%
11 Bollard Group LLC 14,409 764,000 1.19%
12 CYPRESS ASSET MANAGEMENT INC/TX 12,224 648,000 1.01%
13 BURNHAM ASSET MANAGEMENT CORP /NY/ 9,978 529,000 0.82%
14 LEAVELL INVESTMENT MANAGEMENT, INC. 9,708 515,000 0.80%
15 Grassi Investment Management 8,400 446,000 0.69%
16 Belmont Global Advisors, Inc. 8,402 446,000 0.69%
17 BECK MACK & OLIVER LLC 8,327 442,000 0.69%
18 CUMBERLAND ADVISORS INC 500 27,000 0.04%
19 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 350 19,000 0.03%
20 PATHSTONE FAMILY OFFICE, LLC 193 10,000 0.02%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.