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Halliburton
HAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
701
Winslow Evans & Crocker
Massachusetts
$294K – – –
SW
702
SVB Wealth
Massachusetts
$294K -$54.4K -1,246 -16%
AF
703
Allworth Financial
California
$294K – – –
CIC
704
Carnegie Investment Counsel
Ohio
$290K +$43.7K +1,000 +19%
PVWM
705
Point View Wealth Management
New Jersey
$289K +$7.77K +178 +3%
JCP
706
Jabre Capital Partners
Switzerland
$289K +$282K +6,450 New
AIM
707
Anchor Investment Management
South Carolina
$288K – – –
HSA
708
HBK Sorce Advisory
Pennsylvania
$281K +$3.58K +82 +1%
JIC
709
Johnson Investment Counsel
Ohio
$280K -$1.92K -44 -0.7%
AP
710
Appleton Partners
Massachusetts
$277K +$5.11K +117 +2%
BSWMG
711
Barrington Strategic Wealth Management Group
Illinois
$274K +$33.8K +775 +15%
SAM
712
SignalPoint Asset Management
Missouri
$272K – – –
CL
713
CPWM LLC
Washington
$271K – – –
RHBC
714
R.H. Bluestein & Co
Michigan
$269K – – –
SAM
715
Security Asset Management
New York
$269K – – –
UFG
716
United Fire Group
Iowa
$269K – – –
BBA
717
BLB&B Advisors
Pennsylvania
$266K – – –
TC
718
Telemus Capital
Michigan
$264K +$7.2K +165 +3%
CWM
719
Concert Wealth Management
California
$263K -$100K -2,299 -28%
ARMT
720
Amica Retiree Medical Trust
Rhode Island
$263K – – –
ACM
721
Argentus Capital Management
Texas
$262K +$33K +757 +15%
IH
722
IFC Holdings
Florida
$254K -$9.52K -218 -4%
CCM
723
CrestPoint Capital Management
Missouri
$251K -$56.8K -1,300 -19%
SSWM
724
Sheets Smith Wealth Management
North Carolina
$249K +$26.2K +600 +12%
CCM
725
Colorado Capital Management
Colorado
$247K – – –
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