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Halliburton

Name Holding Trade Value Shares
Change
Change in
Stake
CW
701
Connectus Wealth
Ohio
$252K -$1.23M -31,511 -84%
SIC
702
Samalin Investment Counsel
New York
$251K +$235 +6 +0.1%
SW
703
SVB Wealth
Massachusetts
$250K -$114K -2,901 -32%
OIA
704
OneDigital Investment Advisors
Kansas
$249K -$9.95K -254 -4%
AFT
705
Alpha Family Trust
California
$244K +$236K +6,030 New
FT
706
Fiduciary Trust
Massachusetts
$243K +$235K +5,999 New
EFS
707
Essex Financial Services
Connecticut
$240K +$233K +5,938 New
GW
708
GW & Wade
Massachusetts
$239K +$232K +5,913 New
FSA
709
Financial Sense Advisors
California
$238K +$230K +5,883 New
PA
710
Parallel Advisors
California
$238K +$7.48K +191 +3%
JSL
711
JT Stratford LLC
Georgia
$235K +$228K +5,814 New
PFPT
712
Pinnacle Financial Partners (Tennessee)
Tennessee
$231K -$96.8K -2,472 -30%
PMFA
713
Plante Moran Financial Advisors
Michigan
$231K -$11.2K -285 -5%
IGGA
714
Iron Gate Global Advisors
Utah
$230K +$216K +5,511 New
EH
715
Equitable Holdings
New York
$230K +$223K +5,684 New
PA
716
Pinnacle Associates
New York
$229K +$222K +5,659 New
ANBT
717
American National Bank & Trust
Texas
$228K +$134K +3,428 +155%
CBT
718
CoreFirst Bank & Trust
Kansas
$228K – – –
PCM
719
Parsons Capital Management
Rhode Island
$226K +$218K +5,570 New
ACM
720
Advance Capital Management
Michigan
$225K +$218K +5,558 New
ACA
721
Aptus Capital Advisors
Alabama
$225K +$217K +5,551 New
HIS
722
Harvest Investment Services
Illinois
$225K +$217K +5,550 New
GWM
723
Geneos Wealth Management
Colorado
$224K +$43.2K +1,102 +25%
QT
724
Quantamental Technologies
New York
$223K -$772K -19,696 -78%
PTC
725
Petrus Trust Company
Texas
$223K -$70.8K -1,808 -25%