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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2676
Ellevest Inc
New York
$67K – – –
SCA
2677
Stuart Chaussee & Associates
California
$66K – – –
RAM
2678
Riggs Asset Management
Pennsylvania
$60K – – –
IWP
2679
IAG Wealth Partners
Wisconsin
$60K +$59.1K +854 New
BCM
2680
Bourgeon Capital Management
Connecticut
$59K -$8.99K -130 -13%
JPLA
2681
Joseph P. Lucia & Associates
New York
$59K -$3.46K -50 -6%
IFA
2682
Interactive Financial Advisors
Illinois
$56K – – –
HI
2683
Human Investing
Oregon
$53K -$17.8K -258 -25%
KAM
2684
Karani Asset Management
New York
$50K +$49.4K +715 New
FWM
2685
Filbrandt Wealth Management
Wisconsin
$49K +$49.2K +711 New
QCMC
2686
Quantum Capital Management (California)
California
$48K – – –
DTIM
2687
Danda Trouve Investment Management
Kansas
$47K +$46.8K +677 New
LGWM
2688
Litman Gregory Wealth Management
California
$46K +$9.75K +141 +27%
AP
2689
Arlington Partners
Alabama
$45K – – –
ICOM
2690
Investment Counselors of Maryland
Maryland
$44K – – –
CIM
2691
Contravisory Investment Management
Massachusetts
$42K – – –
CIAS
2692
CBIZ Investment Advisory Services
Ohio
$40K – – –
EWA
2693
Evolution Wealth Advisors
Florida
$40K +$29.8K +431 +299%
CAM
2694
Columbia Asset Management
Michigan
$38.2K -$66.5K -962 -2%
CRM
2695
Cramer Rosenthal McGlynn
Connecticut
$38K -$360K -5,200 -90%
CFG
2696
Capstone Financial Group
Oklahoma
$38K +$37.4K +541 New
IRAG
2697
Investment Research & Advisory Group
Georgia
$37K +$37.1K +536 New
GI
2698
GS Investments
Minnesota
$36.7K +$25.9K +375 +543%
CIR
2699
Clear Investment Research
Georgia
$35K -$3.04K -44 -8%
JSC
2700
Jackson Square Capital
California
$33K +$32.5K +470 New
106 107
108
109 110