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Halliburton

Name Holding Trade Value Shares
Change
Change in
Stake
QC
426
Quaero Capital
Switzerland
$810K
AWE
427
Avidian Wealth Enterprises
Texas
$801K +$146K +4,515 +27%
VI
428
Vestcor Inc
New Brunswick, Canada
$799K +$118K +3,636 +21%
SC
429
Skylands Capital
Wisconsin
$799K +$683K +21,100 New
RC
430
RegentAtlantic Capital
New Jersey
$798K -$22.9K -707 -3%
RFC
431
Regions Financial Corp
Alabama
$798K -$647 -20 -0.1%
V
432
VeraBank
Texas
$791K -$9.71K -300 -1%
HIC
433
Holderness Investments Company
North Carolina
$775K -$518 -16 -0.1%
USGIU
434
U.S. Global Investors (USGI)
Texas
$757K
LFA
435
Lauterbach Financial Advisors
Texas
$744K
SP
436
Symmetry Partners
Connecticut
$736K
IA
437
Insight Advisors
Pennsylvania
$736K +$629K +19,445 New
CLOS
438
Compagnie Lombard Odier SCmA
Switzerland
$720K -$3.03M -93,581 -83%
BCM
439
Brookstone Capital Management
Illinois
$718K +$595K +18,390 New
Brown Advisory
440
Brown Advisory
Maryland
$711K +$7.21K +223 +1%
BP
441
Ballentine Partners
Massachusetts
$709K +$76.8K +2,374 +15%
JIC
442
Joel Isaacson & Co
New York
$708K +$550K +17,000 New
IAA
443
Independent Advisor Alliance
North Carolina
$705K +$602K +18,603 New
MIM
444
Montgomery Investment Management
Maryland
$704K
CG
445
Caprock Group
Idaho
$699K +$171K +5,301 +40%
NCA
446
New Century Advisors
Maryland
$697K -$1.63M -50,400 -73%
PP
447
Prudential plc
United Kingdom
$696K +$595K +18,379 New
Baird Financial Group
448
Baird Financial Group
Wisconsin
$695K -$13.1K -404 -2%
FPS
449
Fieldpoint Private Securities
Connecticut
$682K
GC
450
Gruss & Co
Florida
$682K +$582K +18,000 New