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Halliburton
HAL

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
726
Equitable Trust
Tennessee
$221K +$214K +5,463 New
BTWM
727
Baker Tilly Wealth Management
Wisconsin
$218K -$104K -2,667 -33%
CT
728
Clearstead Trust
Maine
$218K +$15.4K +394 +8%
MIP
729
Marietta Investment Partners
Wisconsin
$217K +$210K +5,360 New
CFFP
730
Center for Financial Planning
Michigan
$217K +$940 +24 +0.5%
CC
731
Corton Capital
Ontario, Canada
$216K +$209K +5,323 New
WDC
732
Woodward Diversified Capital
California
$215K +$208K +5,315 New
CA
733
CoreCap Advisors
Michigan
$215K +$208K +5,301 New
AWM
734
Angeles Wealth Management
California
$214K +$207K +5,285 New
SCP
735
Shorepoint Capital Partners
Massachusetts
$214K -$62.7K -1,600 -23%
SG
736
StoneX Group
New York
$214K +$207K +5,276 New
EFG
737
Everhart Financial Group
Ohio
$213K +$206K +5,253 New
KP
738
Keel Point
Alabama
$212K +$205K +5,246 New
ILI
739
Invesco LLC (Illinois)
Illinois
$211K +$204K +5,215 New
PCP
740
Proficio Capital Partners
Massachusetts
$210K +$203K +5,193 New
WT
741
Whittier Trust
California
$209K +$7.91K +202 +4%
SIM
742
Sentry Investment Management
Wisconsin
$209K -$33.3K -849 -14%
HW
743
Hancock Whitney
Mississippi
$209K +$202K +5,154 New
AWA
744
Aaron Wealth Advisors
Illinois
$208K +$201K +5,137 New
NP
745
NorthRock Partners
Minnesota
$208K +$201K +5,129 New
RMC
746
Resources Management Corp
Connecticut
$207K – – –
GHA
747
GW Henssler & Associates
Georgia
$204K -$253K -6,470 -56%
CCFCSB
748
Cape Cod Five Cents Savings Bank
Massachusetts
$204K +$197K +5,032 New
WA
749
Wealth Alliance
New York
$203K -$128K -3,278 -40%
CIAS
750
Capital Investment Advisory Services
North Carolina
$203K +$196K +5,014 New
28 29
30
31 32