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Halliburton
HAL

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
801
Anchor Investment Management
South Carolina
$237K -$5.03K -114 -2%
RCM
802
RB Capital Management
Nevada
$237K – – –
TAM
803
Trillium Asset Management
Massachusetts
$237K – – –
CG
804
Colony Group
Massachusetts
$236K -$72.8K -1,652 -25%
AIM
805
Aspen Investment Management
Michigan
$236K – – –
PCA
806
Personal Capital Advisors
California
$236K +$213K +4,822 New
IA
807
IFG Advisory
Georgia
$236K +$214K +4,849 New
WAS
808
Winch Advisory Services
Wisconsin
$235K -$9.61K -218 -4%
MMPW
809
Mitchell McLeod Pugh & Williams
Alabama
$235K – – –
CA
810
Cullinan Associates
Kentucky
$235K +$212K +4,800 New
SRAM
811
Stone Ridge Asset Management
New York
$235K +$212K +4,800 New
FAM
812
Foresters Asset Management
Ontario, Canada
$231K -$397K -9,000 -71%
GBT
813
Grove Bank & Trust
Florida
$231K -$18.8K -426 -8%
AZA
814
Arthur Zaske & Associates
Michigan
$231K – – –
BMC
815
Beaton Management Company
Massachusetts
$230K -$13.2K -300 -6%
AWM
816
Aries Wealth Management
Maine
$230K +$191K +4,337 New
BP
817
Ballentine Partners
Massachusetts
$229K -$232K -5,269 -53%
PBT
818
Pictet Bank & Trust
Bahamas
$229K -$123K -2,800 -37%
BAC
819
Boys Arnold & Co
North Carolina
$226K – – –
PWAG
820
Polaris Wealth Advisory Group
California
$226K +$204K +4,620 New
ZB
821
Zions Bancorporation
Utah
$220K -$14.4K -327 -7%
BCM
822
Bourgeon Capital Management
Connecticut
$220K +$198K +4,502 New
CWS
823
Cypress Wealth Services
California
$217K +$196K +4,441 New
PCG
824
Private Capital Group
Connecticut
$216K +$195K +4,423 New
CIP
825
Cornerstone Investment Partners
Georgia
$216K +$195K +4,426 New
31 32
33
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