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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
2676
Sumitomo Mitsui Financial Group
Japan
$16K +$10.5K +200 +230%
CPWM
2677
Cypress Point Wealth Management
Texas
$15K – – –
IF
2678
Ironwood Financial
Arizona
$14K – – –
AIA
2679
Arcadia Investment Advisors
Idaho
$11.2K – – –
SMG
2680
Spectrum Management Group
Indiana
$11K -$10.3K -196 -49%
BCMIO
2681
Beacon Capital Management Inc (Ohio)
Ohio
$11K – – –
IAS
2682
IMA Advisory Services
Colorado
$9K -$4.46K -85 -34%
MGI
2683
MayTech Global Investments
New York
$7K – – –
PLU
2684
Performa Ltd (US)
South Carolina
$6K -$5.24K -100 -50%
CWAF
2685
Core Wealth Advisors (Florida)
Florida
$6K – – –
ZC
2686
Zeit Capital
Colorado
$6K – – –
BMD
2687
Better Money Decisions
New Mexico
$6K +$5.29K +101 New
SWP
2688
ShoreHaven Wealth Partners
New Jersey
$6K +$5.29K +101 New
BSG
2689
Black Swift Group
Colorado
$6K +$5.4K +103 New
TVWM
2690
Tower View Wealth Management
Wisconsin
$5K -$786 -15 -15%
GI
2691
GS Investments
Minnesota
$4K – – –
RTC
2692
Riverview Trust Company
Washington
$4K – – –
TC
2693
Tacita Capital
Ontario, Canada
$4K – – –
HI
2694
Hoey Investments
Pennsylvania
$4K +$3.98K +76 New
CIA
2695
CSat Investment Advisory
Michigan
$3K -$1.31K -25 -33%
NC
2696
NewSquare Capital
Pennsylvania
$3K – – –
AWC
2697
Abundance Wealth Counselors
Pennsylvania
$3K +$3.04K +58 New
CAM
2698
ClariVest Asset Management
California
$3K +$3.51K +67 New
CWA
2699
Carolina Wealth Advisors
South Carolina
$2K +$1.63K +31 New
TFA
2700
Transamerica Financial Advisors
Florida
$1K +$524 +10 New
106 107
108
109 110