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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
2501
Bishop & Co Investment Management
Pennsylvania
$240K – – –
TC
2502
TAP Consulting
Missouri
$240K +$227K +3,801 New
SAS
2503
Stelac Advisory Services
New York
$239K -$4.42K -74 -2%
ACM
2504
Argent Capital Management
Missouri
$237K – – –
HP
2505
HT Partners
Connecticut
$237K – – –
WPA
2506
West Paces Advisors
Georgia
$236K +$9.61K +161 +4%
BHC
2507
Bowen Hanes & Co
Florida
$236K -$32.7K -548 -13%
LSPW
2508
Lake Street Private Wealth
Illinois
$236K +$223K +3,729 New
IA
2509
IndexIQ Advisors
New York
$235K +$50.6K +847 +30%
MFW
2510
Mosaic Family Wealth
Missouri
$234K -$4.72K -79 -2%
RWRC
2511
R.W. Roge & Company
New York
$234K +$1.49K +25 +0.7%
AWM
2512
Accel Wealth Management
Iowa
$233K -$301K -5,046 -58%
RCP
2513
Rothschild Capital Partners
New York
$233K – – –
HWM
2514
HighMark Wealth Management
Minnesota
$233K +$2.69K +45 +1%
JF
2515
JSF Financial
California
$233K +$220K +3,687 New
ARG
2516
Advisory Resource Group
Oklahoma
$232K -$80.5K -1,348 -27%
CDIA
2517
Capital Directions Investment Advisors
Georgia
$232K +$219K +3,673 New
TI
2518
Truepoint Inc
Ohio
$232K +$220K +3,686 New
BLAM
2519
Bourne Lent Asset Management
New York
$231K – – –
ADBIC
2520
A.D. Beadell Investment Counsel
Wisconsin
$230K – – –
PAI
2521
Pittenger & Anderson Inc
Nebraska
$230K – – –
MCP
2522
Mirador Capital Partners
California
$230K +$218K +3,643 New
FCFC
2523
First Citizens Financial Corp
Iowa
$230K +$218K +3,644 New
LB
2524
Legacy Bridge
Iowa
$229K +$50.7K +850 +31%
STA
2525
Summit Trail Advisors
New York
$229K +$216K +3,625 New
99 100
101
102 103