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Halliburton
HAL

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
726
Petrus Trust Company
Texas
$223K -$70.8K -1,808 -25%
ET
727
Equitable Trust
Tennessee
$221K +$214K +5,463 New
BTWM
728
Baker Tilly Wealth Management
Wisconsin
$218K -$104K -2,667 -33%
CT
729
Clearstead Trust
Maine
$218K +$15.4K +394 +8%
MIP
730
Marietta Investment Partners
Wisconsin
$217K +$210K +5,360 New
CFFP
731
Center for Financial Planning
Michigan
$217K +$940 +24 +0.5%
CC
732
Corton Capital
Ontario, Canada
$216K +$209K +5,323 New
WDC
733
Woodward Diversified Capital
California
$215K +$208K +5,315 New
CA
734
CoreCap Advisors
Michigan
$215K +$208K +5,301 New
AWM
735
Angeles Wealth Management
California
$214K +$207K +5,285 New
SCP
736
Shorepoint Capital Partners
Massachusetts
$214K -$62.7K -1,600 -23%
SG
737
StoneX Group
New York
$214K +$207K +5,276 New
EFG
738
Everhart Financial Group
Ohio
$213K +$206K +5,253 New
KP
739
Keel Point
Alabama
$212K +$205K +5,246 New
ILI
740
Invesco LLC (Illinois)
Illinois
$211K +$204K +5,215 New
PCP
741
Proficio Capital Partners
Massachusetts
$210K +$203K +5,193 New
WT
742
Whittier Trust
California
$209K +$7.91K +202 +4%
SIM
743
Sentry Investment Management
Wisconsin
$209K -$33.3K -849 -14%
HW
744
Hancock Whitney
Mississippi
$209K +$202K +5,154 New
AWA
745
Aaron Wealth Advisors
Illinois
$208K +$201K +5,137 New
NP
746
NorthRock Partners
Minnesota
$208K +$201K +5,129 New
RMC
747
Resources Management Corp
Connecticut
$207K – – –
GHA
748
GW Henssler & Associates
Georgia
$204K -$253K -6,470 -56%
CCFCSB
749
Cape Cod Five Cents Savings Bank
Massachusetts
$204K +$197K +5,032 New
WA
750
Wealth Alliance
New York
$203K -$128K -3,278 -40%
28 29
30
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