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Halliburton
HAL

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
826
Welch & Forbes
Massachusetts
$258K – – –
DA
827
Dover Advisors
Virginia
$257K +$355K +9,089 New
DC
828
Davenport & Co
Virginia
$256K +$295K +7,554 New
GM
829
GeoWealth Management
Illinois
$255K +$12.1K +310 +4%
EWM
830
Empirical Wealth Management
Washington
$255K +$294K +7,515 New
CIM
831
CIM Investment Management
Pennsylvania
$254K -$29.7K -759 -9%
TCBWMS
832
Texas Capital Bank Wealth Management Services
Texas
$253K +$3.91K +100 +1%
ANBOT
833
American National Bank of Texas
Texas
$253K – – –
AWM
834
Accurate Wealth Management
Florida
$250K +$51.3K +1,314 +22%
BB
835
Burford Brothers
Texas
$247K +$703 +18 +0.2%
AIA
836
Affinity Investment Advisors
California
$247K +$284K +7,279 New
RPCONE
837
Retirement Planning Company of New England
Rhode Island
$245K -$22.7K -580 -7%
FI
838
Fractal Investments
Connecticut
$244K – – –
AIP
839
Ameritas Investment Partners
Nebraska
$244K -$12.2K -313 -4%
KWA
840
Kingswood Wealth Advisors
California
$244K +$28.6K +733 +11%
SWP
841
Stratos Wealth Partners
Ohio
$243K +$23.7K +607 +9%
OAM
842
Ostrum Asset Management
France
$242K -$118K -3,028 -30%
ET
843
Equitable Trust
Tennessee
$242K -$6.64K -170 -2%
GS
844
GTS Securities
Florida
$241K +$278K +7,112 New
MMPW
845
Mitchell McLeod Pugh & Williams
Alabama
$241K +$313 +8 +0.1%
S
846
Sunpointe
Missouri
$239K -$462K -11,811 -63%
SFG
847
SageGuard Financial Group
Tennessee
$239K +$28.9K +739 +12%
PAI
848
Pittenger & Anderson Inc
Nebraska
$238K – – –
WE
849
Wealth Effects
Massachusetts
$238K – – –
JWM
850
Jupiter Wealth Management
Colorado
$238K +$156K +4,000 +133%
32 33
34
35 36