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Halliburton
HAL

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
926
Caldwell Trust
Florida
$112K – – –
CSPIA
927
Cary Street Partners Investment Advisory
Virginia
$112K +$2.94K +85 +3%
CH
928
Cromwell Holdings
Wyoming
$112K +$727 +21 +0.7%
CFO
929
CVA Family Office
Colorado
$112K +$33.8K +978 +52%
PFBT
930
Parkside Financial Bank & Trust
Missouri
$110K +$6.19K +179 +7%
AGWCA
931
Annis Gardner Whiting Capital Advisors
Florida
$109K +$8.93K +258 +10%
TWD
932
True Wealth Design
Ohio
$106K +$9.9K +286 +12%
SIS
933
Strategic Investment Solutions
Illinois
$105K +$93.4K +2,700 New
WAG
934
Wilkerson Advisory Group
Missouri
$104K +$49.4K +1,429 +114%
ISWM
935
Intesa Sanpaolo Wealth Management
$101K +$89.6K +2,589 New
HPC
936
HM Payson & Co
Maine
$100K -$183K -5,300 -67%
S
937
Sachetta
Massachusetts
$100K +$6.02K +174 +7%
ESC
938
Eurizon SLJ Capital
$97.9K +$86.9K +2,510 New
GSWM
939
Golden State Wealth Management
California
$97.7K – – –
TPCW
940
TD Private Client Wealth
New York
$97K +$5.99K +173 +7%
GSEP
941
Golden State Equity Partners
California
$97K +$86K +2,486 New
MCA
942
McGuire Capital Advisors
Oklahoma
$95.9K -$1.59K -46 -2%
BCWM
943
Bartlett & Co Wealth Management
Ohio
$95.5K +$2.08K +60 +3%
WSFG
944
Wall Street Financial Group
Illinois
$92.1K +$81.7K +2,362 New
RFS
945
Richardson Financial Services
Massachusetts
$90.8K +$67.9K +1,963 +538%
HNB
946
Hilltop National Bank
Wyoming
$90.1K – – –
NSIM
947
North Star Investment Management
Illinois
$89.8K – – –
OL
948
OneFund LLC
Florida
$87.9K -$7.96K -230 -9%
DIP
949
DT Investment Partners
Pennsylvania
$86.6K – – –
SS
950
SBI Securities
Japan
$86.6K +$7.37K +213 +11%
36 37
38
39 40