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Halliburton

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
826
Cape Investment Advisory
Georgia
$60.6K +$1.35K +35 +2%
BC
827
Bartlett & Co
Ohio
$60K +$3.85K +100 +6%
BCWM
828
Bartlett & Co Wealth Management
Ohio
$59.7K +$3.85K +100 +6%
VWM
829
Venturi Wealth Management
Texas
$58.2K +$5.5K +143 +10%
CFO
830
CVA Family Office
Colorado
$57.6K +$61.2K +1,593 New
BBHC
831
Brown Brothers Harriman & Co
New York
$57.4K -$692 -18 -1%
LF
832
Lee Financial
Texas
$56.3K – – –
MA
833
Montag & Associates
Georgia
$55.2K – – –
KLWA
834
Kelly Lawrence W & Associates
California
$54.4K – – –
ATC
835
Advantage Trust Company
Kansas
$54.2K +$57.7K +1,500 New
FMII
836
Farmers & Merchants Investments Inc
Nebraska
$50.1K +$11.4K +296 +27%
HDIM
837
Hanson & Doremus Investment Management
Vermont
$49K – – –
FWM
838
Focused Wealth Management
New York
$48.5K -$30.8K -800 -37%
CFB
839
Cullen/Frost Bankers
Texas
$47.6K -$117K -3,034 -70%
ITIM
840
Indiana Trust & Investment Management
Indiana
$47K – – –
SPWM
841
Spartan Planning & Wealth Management
North Carolina
$46.2K -$258K -6,700 -84%
BFPW
842
BOK Financial Private Wealth
Colorado
$45.8K – – –
C
843
Covestor
United Kingdom
$45K -$5.38K -140 -10%
BWL
844
Bogart Wealth LLC
Virginia
$43.5K – – –
BCMLT
845
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.4K +$308 +8 +0.8%
AssetMark Inc
846
AssetMark Inc
California
$43.4K +$34.2K +890 +286%
HI
847
Harbour Investments
Wisconsin
$42.9K +$5.11K +133 +13%
CWM
848
Cranbrook Wealth Management
Michigan
$41.6K +$192 +5 +0.4%
AA
849
Addison Advisors
Vermont
$40.7K – – –
GWS
850
Glassman Wealth Services
Virginia
$39.9K +$1K +26 +2%