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Halliburton
HAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
651
CX Institutional
Indiana
$35K +$6.78K +261 +20%
NFG
652
Next Financial Group
Texas
$35K +$7.66K +295 +24%
CFG
653
CKW Financial Group
Hawaii
$34K – – –
PWMG
654
Prestige Wealth Management Group
New Jersey
$34K – – –
CIAS
655
Capital Investment Advisory Services
North Carolina
$33K -$1.22K -47 -3%
FPFS
656
First Personal Financial Services
North Carolina
$33K – – –
ECM
657
Estabrook Capital Management
New York
$32.4K – – –
MWM
658
Meridian Wealth Management
Kentucky
$31.7K +$36.2K +1,393 New
PFBT
659
Parkside Financial Bank & Trust
Missouri
$30K -$3.35K -129 -9%
FQ
660
First Quadrant
California
$30K – – –
APSP
661
Asset Planning Services (Pennsylvania)
Pennsylvania
$29K +$260 +10 +0.8%
EIP
662
Ellis Investment Partners
Pennsylvania
$28K +$32.1K +1,235 New
LC
663
Lindbrook Capital
California
$27K -$14.8K -572 -32%
CHC
664
City Holding Co
West Virginia
$27K – – –
TL
665
TrueWealth LLC
Georgia
$27K – – –
FANJ
666
Financial Architects (New Jersey)
New Jersey
$25K -$20.8K -803 -42%
MRCM
667
M&R Capital Management
New Jersey
$25K – – –
SIA
668
SeaBridge Investment Advisors
New Jersey
$25K – – –
AIM
669
Advantage Investment Management
Iowa
$24K – – –
CWM
670
Cranbrook Wealth Management
Michigan
$24K +$208 +8 +0.8%
IBOK
671
Independence Bank of Kentucky
Kentucky
$23K -$14K -540 -35%
BCA
672
Berman Capital Advisors
Georgia
$23K -$5.63K -217 -17%
BC
673
Barnett & Company
Tennessee
$23K – – –
MWM
674
Mascoma Wealth Management
New Hampshire
$23K – – –
PCMK
675
Paragon Capital Management (Kansas)
Kansas
$23K – – –
25 26
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