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Imperial Oil
IMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
351
Pinnacle Wealth Planning Services
Ohio
$16.7K -$501 -4 -3%
CA
352
Continuum Advisory
Idaho
$13.9K +$15.5K +124 New
MAFA
353
MJT & Associates Financial Advisory
Minnesota
$13K – – –
HFM
354
Harvest Fund Management
China
$12K – – –
UB
355
UMB Bank
Missouri
$11.2K – – –
FC
356
Financial Consulate
Maryland
$10.9K -$752 -6 -6%
ADL
357
Asset Dedication LLC
California
$9.97K +$11.2K +89 New
APFP
358
Action Point Financial Planning
Michigan
$9.86K +$11.4K +91 New
JWA
359
JFS Wealth Advisors
Pennsylvania
$9.75K – – –
GWM
360
Geneos Wealth Management
Colorado
$9.63K – – –
MA
361
Montag & Associates
Georgia
$9.35K +$10.4K +83 New
GWP
362
Gen-Wealth Partners
Michigan
$8.06K – – –
ACA
363
Atlas Capital Advisors
Wyoming
$7.17K – – –
MFT
364
Moisand Fitzgerald Tamayo
Florida
$6.72K +$7.52K +60 New
MG
365
Mather Group
Illinois
$6.28K – – –
BIA
366
Bell Investment Advisors
California
$6.27K – – –
RIL
367
Rothschild Investment LLC
Illinois
$5.74K +$4.64K +37 +264%
LFG
368
Larson Financial Group
Missouri
$5.6K – – –
OCM
369
Osbon Capital Management
Massachusetts
$5.04K – – –
FIA
370
FNY Investment Advisers
New York
$5K – – –
BWL
371
Bogart Wealth LLC
Virginia
$4.59K -$1.63K -13 -24%
PTC
372
Private Trust Company
Ohio
$4.48K – – –
NSIM
373
North Star Investment Management
Illinois
$4.37K – – –
BFS
374
Bare Financial Services
Pennsylvania
$3.81K – – –
CFM
375
Cornerstone Financial Management
Massachusetts
$3.47K +$501 +4 +15%
13 14
15
16 17