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Halliburton

Name Holding Trade Value Shares
Change
Change in
Stake
MC
751
Montag & Caldwell
Georgia
$788K +$711K +11,100 New
WF
752
Welch & Forbes
Massachusetts
$786K – – –
MA
753
Montag & Associates
Georgia
$785K – – –
LIM
754
Leavell Investment Management
Alabama
$780K +$402K +6,267 +133%
BFO
755
Boston Family Office
Massachusetts
$763K +$47.7K +744 +7%
TF
756
Tompkins Financial
New York
$762K -$641 -10 -0.1%
EWM
757
Evercore Wealth Management
New York
$762K +$1.92K +30 +0.3%
BOTW
758
Bank of the West
California
$753K +$114K +1,771 +20%
AP
759
Advisor Partners
California
$744K +$5.96K +93 +0.9%
AssetMark Inc
760
AssetMark Inc
California
$743K +$210K +3,269 +45%
AF
761
Allworth Financial
California
$743K +$671K +10,468 New
SWP
762
Stratos Wealth Partners
Ohio
$734K +$663K +10,339 New
ACM
763
Argentus Capital Management
Texas
$727K -$5.26K -82 -0.8%
VIMU
764
Veritas Investment Management (UK)
United Kingdom
$718K – – –
QSS
765
Quantitative Systematic Strategies
Florida
$699K -$4.36K -68 -0.7%
CAN
766
Cetera Advisor Networks
California
$696K +$66.8K +1,042 +12%
RCAG
767
Rehmann Capital Advisory Group
Michigan
$695K +$40.6K +634 +7%
RG
768
Rathbones Group
United Kingdom
$692K +$61.9K +966 +11%
LNWWM
769
Laird Norton Wetherby Wealth Management
California
$682K -$30.3K -473 -5%
CCM
770
Cupps Capital Management
Illinois
$682K +$616K +9,615 New
IIA
771
IPG Investment Advisors
California
$678K +$612K +9,541 New
FFA
772
First Foundation Advisors
California
$675K -$10.3K -161 -2%
CC
773
Curian Capital
Colorado
$675K -$2.18K -34 -0.4%
BC
774
Banced Corp
Illinois
$671K +$138K +2,155 +30%
MRCM
775
M&R Capital Management
New Jersey
$659K – – –