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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2651
RKL Wealth Management
Pennsylvania
$265K +$6K +96 +2%
EHAM
2652
Eagle Harbor Asset Management
Washington
$263K +$269K +4,306 New
MI
2653
Moneywise Inc
Virginia
$263K -$10K -160 -4%
NewEdge Wealth
2654
NewEdge Wealth
Pennsylvania
$263K -$437 -7 -0.2%
PGWM
2655
Pitti Group Wealth Management
New York
$263K +$269K +4,303 New
TIA
2656
Traphagen Investment Advisors
New Jersey
$263K – – –
FDCC
2657
Foster Dykema Cabot & Co
Massachusetts
$262K -$68.6K -1,098 -20%
RPCA
2658
Running Point Capital Advisors
California
$262K -$38.4K -615 -13%
GB
2659
Goepper Burkhardt
South Carolina
$262K +$62 +1 +0%
RK
2660
Rather & Kittrell
Tennessee
$262K +$268K +4,282 New
CFN
2661
Cordasco Financial Network
Florida
$260K +$187 +3 +0.1%
WBG
2662
Wharton Business Group
Pennsylvania
$260K +$5.13K +82 +2%
Financial Engines Advisors
2663
Financial Engines Advisors
California
$259K -$235K -3,756 -47%
JMG Financial Group
2664
JMG Financial Group
Illinois
$258K -$91.6K -1,465 -26%
CCA
2665
Column Capital Advisors
Indiana
$258K – – –
LIM
2666
Loudon Investment Management
New Hampshire
$258K – – –
Truepoint Inc
2667
Truepoint Inc
Ohio
$258K +$22.2K +355 +9%
JFGLC
2668
Johnson Financial Group LLC (Colorado)
Colorado
$258K +$27.8K +445 +12%
CWM
2669
CarsonAllaria Wealth Management
Illinois
$258K +$263K +4,213 New
Lazard Frères Gestion
2670
Lazard Frères Gestion
France
$257K -$105K -1,675 -28%
PTC
2671
Petrus Trust Company
Texas
$257K -$23.4K -375 -8%
WLIM
2672
White Lighthouse Investment Management
Massachusetts
$257K +$263K +4,208 New
TW
2673
Towerpoint Wealth
California
$256K -$26.6K -425 -9%
BDF
2674
Black Diamond Financial
Maryland
$256K -$18.8K -300 -7%
BEW
2675
Burton Enright Welch
California
$256K +$261K +4,180 New