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Halliburton

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
Waddell & Associates
Tennessee
$606K +$229K +5,853 +49%
SOS
627
Silver Oak Securities
Tennessee
$604K +$169K +4,316 +32%
MK
628
MASTERINVEST Kapitalanlage
$600K – – –
TE
629
Tema ETFs
New York
$598K +$62.3K +1,595 +10%
UFF
630
USA Financial Formulas
Michigan
$597K -$114K -2,913 -14%
TA
631
TKG Advisors
Indiana
$594K +$321K +8,211 +88%
GCM
632
Graham Capital Management
Connecticut
$592K -$800K -20,474 -54%
PFS
633
Prospera Financial Services
Texas
$591K -$24.5K -626 -3%
EWM
634
EPG Wealth Management
Georgia
$590K -$357K -9,134 -34%
GT
635
Greenleaf Trust
Michigan
$589K +$13.4K +342 +2%
GSC
636
G&S Capital
Colorado
$588K +$270K +6,898 +66%
HIC
637
Holderness Investments Company
North Carolina
$585K +$69.5K +1,779 +12%
VFM
638
Vision Financial Markets
Connecticut
$581K +$664K +17,001 +13,601%
BWL
639
Bogart Wealth LLC
Virginia
$572K -$3.13K -80 -0.5%
CCC
640
Chesapeake Capital Corp
Florida
$570K +$24.1K +618 +4%
FCH
641
Freestone Capital Holdings
Washington
$570K -$50.2K -1,286 -7%
V
642
VeraBank
Texas
$565K -$76.7K -1,962 -11%
MWM
643
Modern Wealth Management
Kansas
$561K +$645K +16,519 New
FTWA
644
Fifth Third Wealth Advisors
Ohio
$553K +$251K +6,425 +65%
NCM
645
Narwhal Capital Management
Georgia
$551K – – –
Bank Julius Baer & Co
646
Bank Julius Baer & Co
Switzerland
$547K -$876K -22,429 -58%
MMA
647
Miracle Mile Advisors
California
$547K +$22.9K +585 +4%
EAM
648
Empirical Asset Management
Massachusetts
$546K +$629K +16,092 New
CAM
649
Cresset Asset Management
Illinois
$546K +$245K +6,281 +64%
MWM
650
Meridian Wealth Management
Kentucky
$543K -$55.3K -1,415 -8%