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Halliburton
HAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
801
Colony Group
Massachusetts
$236K -$72.8K -1,652 -25%
AIM
802
Aspen Investment Management
Michigan
$236K – – –
PCA
803
Personal Capital Advisors
California
$236K +$213K +4,822 New
IA
804
IFG Advisory
Georgia
$236K +$214K +4,849 New
WAS
805
Winch Advisory Services
Wisconsin
$235K -$9.61K -218 -4%
MMPW
806
Mitchell McLeod Pugh & Williams
Alabama
$235K – – –
CA
807
Cullinan Associates
Kentucky
$235K +$212K +4,800 New
SRAM
808
Stone Ridge Asset Management
New York
$235K +$212K +4,800 New
FAM
809
Foresters Asset Management
Ontario, Canada
$231K -$397K -9,000 -71%
GBT
810
Grove Bank & Trust
Florida
$231K -$18.8K -426 -8%
AZA
811
Arthur Zaske & Associates
Michigan
$231K – – –
BMC
812
Beaton Management Company
Massachusetts
$230K -$13.2K -300 -6%
AWM
813
Aries Wealth Management
Maine
$230K +$191K +4,337 New
BP
814
Ballentine Partners
Massachusetts
$229K -$232K -5,269 -53%
PBT
815
Pictet Bank & Trust
Bahamas
$229K -$123K -2,800 -37%
BAC
816
Boys Arnold & Co
North Carolina
$226K – – –
PWAG
817
Polaris Wealth Advisory Group
California
$226K +$204K +4,620 New
ZB
818
Zions Bancorporation
Utah
$220K -$14.4K -327 -7%
BCM
819
Bourgeon Capital Management
Connecticut
$220K +$198K +4,502 New
CWS
820
Cypress Wealth Services
California
$217K +$196K +4,441 New
CIP
821
Cornerstone Investment Partners
Georgia
$216K +$195K +4,426 New
NRS
822
Neville Rodie & Shaw
New York
$215K – – –
EGA
823
Eagle Global Advisors
Texas
$213K – – –
ESBC
824
E.S. Barr & Co
Kentucky
$212K +$191K +4,337 New
BC
825
Banced Corp
Illinois
$211K +$190K +4,316 New
31 32
33
34 35