We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2701
IAG Wealth Partners
Wisconsin
$38K – – –
MWC
2702
MBM Wealth Consultants
Missouri
$35K – – –
PWP
2703
Personal Wealth Partners
Minnesota
$35K +$32.7K +548 New
ACA
2704
Atlas Capital Advisors
Wyoming
$33.7K +$2.51K +42 +9%
FPW
2705
Flagship Private Wealth
Massachusetts
$33.3K +$418 +7 +1%
BHWM
2706
Bay Harbor Wealth Management
Maryland
$33K -$48.5K -812 -60%
WFA
2707
West Financial Advisors
Iowa
$33K -$2.27K -38 -7%
RCC
2708
Red Cedar Capital
Nebraska
$32K – – –
SPWG
2709
Sage Private Wealth Group
Illinois
$31K +$358 +6 +1%
CIR
2710
Clear Investment Research
Georgia
$30K – – –
DWMG
2711
DB Wealth Management Group
California
$30K – – –
PWA
2712
Phoenix Wealth Advisors
North Carolina
$29K – – –
TLFA
2713
True Link Financial Advisors
California
$28K -$239K -4,000 -90%
MAM
2714
Marquette Asset Management
Minnesota
$27K -$18.1K -303 -41%
CFG
2715
CKW Financial Group
Hawaii
$25K – – –
AJ
2716
Ashburton (Jersey)
Jersey
$24K -$6.15K -103 -21%
NOI
2717
Newton One Investments
Delaware
$21K +$19.7K +330 New
SCA
2718
Stuart Chaussee & Associates
California
$20K – – –
IF
2719
Ironwood Financial
Arizona
$20K +$4.12K +69 +29%
PSIWM
2720
Paradigm Strategies in Wealth Management
Minnesota
$20K +$17.4K +291 +1,455%
NL
2721
NVWM LLC
Pennsylvania
$19K – – –
KFAA
2722
Klaas Financial Asset Advisors
Illinois
$19K +$179 +3 +1%
SL
2723
Savior LLC
Massachusetts
$18K – – –
DWA
2724
Delos Wealth Advisors
Texas
$18K +$16.6K +278 New
CPWM
2725
Cypress Point Wealth Management
Texas
$17K – – –
107 108
109
110 111