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Halliburton
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Manske Wealth Management
Texas
$384K – – –
GIA
727
Guyasuta Investment Advisors
Pennsylvania
$383K +$69 +2 +0%
FPL
728
Fortress Private Ledger
North Carolina
$383K +$52.5K +1,516 +18%
CAM
729
Cresset Asset Management
Illinois
$382K +$12K +346 +4%
CRC
730
Curi RMB Capital
Illinois
$379K +$5.74K +166 +2%
RC
731
Rexford Capital
Texas
$379K +$16.2K +468 +5%
CBT
732
CoreFirst Bank & Trust
Kansas
$378K -$5.19K -150 -2%
BWP
733
BSW Wealth Partners
Colorado
$370K -$11.1K -320 -3%
BMCM
734
Bryn Mawr Capital Management
Pennsylvania
$369K +$1.31K +38 +0.4%
VCA
735
Verdence Capital Advisors
Maryland
$365K +$62.4K +1,802 +24%
AOWM
736
Asset One Wealth Management
Washington
$364K +$331K +9,554 New
CIA
737
Caerus Investment Advisors
Texas
$363K +$1.21K +35 +0.4%
TA
738
TKG Advisors
Indiana
$362K +$322K +9,295 New
ACL
739
Applied Capital LLC
Florida
$359K -$13.8K -400 -4%
SFS
740
Sowell Financial Services
Arkansas
$359K +$42.2K +1,220 +15%
DW30
741
Drucker Wealth 3.0
New Jersey
$359K +$18.6K +537 +6%
SI
742
Saxon Interests
Texas
$357K -$332K -9,600 -51%
GVAG
743
Great Valley Advisor Group
Delaware
$355K +$26K +751 +9%
ANBT
744
American National Bank & Trust
Texas
$351K – – –
DWP
745
Daymark Wealth Partners
Ohio
$349K +$310K +8,952 New
UB
746
UMB Bank
Missouri
$348K +$2.53K +73 +0.8%
WWC
747
Waypoint Wealth Counsel
Georgia
$346K -$18.3K -529 -6%
RA
748
Riversedge Advisors
Delaware
$343K +$28.1K +813 +10%
FIM
749
Fruth Investment Management
Texas
$341K – – –
QFW
750
QTR Family Wealth
Florida
$341K – – –
28 29
30
31 32