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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2551
Isthmus Partners
Wisconsin
$898K -$141K -1,352 -15%
APC
2552
Asset Planning Corporation
Tennessee
$896K – – –
HT
2553
Headlands Technologies
Illinois
$895K +$806K +7,703 New
WAM
2554
Winslow Asset Management
Ohio
$893K – – –
GCP
2555
GSA Capital Partners
United Kingdom
$891K +$802K +7,669 New
SIAG
2556
Safeguard Investment Advisory Group
California
$891K -$110K -1,047 -12%
GAM
2557
Gould Asset Management
California
$889K – – –
SFFS
2558
Stonehage Fleming Financial Services
Jersey
$887K -$152K -1,453 -15%
F4L
2559
Fortune 45 LLC
Louisiana
$886K +$6.91K +66 +0.9%
WPA
2560
Winning Points Advisors
Florida
$886K – – –
YDMI
2561
Y.D. More Investments
Israel
$883K +$188K +1,800 +31%
KPWG
2562
KFA Private Wealth Group
Virginia
$883K +$50K +478 +7%
LAM
2563
Lakewood Asset Management
Illinois
$882K +$96.7K +924 +14%
MHR
2564
Matthew Hamilton Rosenberg
$881K -$4.81K -46 -0.6%
FWM
2565
FSA Wealth Management
Massachusetts
$881K +$2.09K +20 +0.3%
WFG
2566
Wills Financial Group
Virginia
$880K +$419 +4 +0.1%
IWN
2567
Independent Wealth Network
Iowa
$878K -$21.1K -202 -3%
CRA
2568
Clear Rock Advisors
Texas
$878K +$314K +3,000 +66%
AR
2569
Advisory Research
Illinois
$877K -$2.67M -25,476 -77%
PFT
2570
Providence First Trust
Arizona
$877K -$152K -1,450 -16%
MCI
2571
MRP Capital Investments
Georgia
$877K +$128K +1,221 +19%
GSIS
2572
Global Strategic Investment Solutions
Arizona
$875K +$49.9K +477 +7%
PCM
2573
Pointe Capital Management
Michigan
$875K +$105 +1 +0%
MFG
2574
Mosaic Financial Group
Illinois
$874K +$787K +7,521 New
TCFP
2575
Treasure Coast Financial Planning
Florida
$873K +$5.02K +48 +0.6%
101 102
103
104 105