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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2701
PRW Wealth Management
Massachusetts
$360K +$97.5K +1,081 +35%
BBPWM
2702
Blue Bell Private Wealth Management
Pennsylvania
$359K +$93.8K +1,040 +33%
BDF
2703
Black Diamond Financial
Maryland
$358K -$37.3K -413 -9%
CCA
2704
Catalyst Capital Advisors
New York
$358K
TW
2705
Towerpoint Wealth
California
$358K
SIM
2706
Sadoff Investment Management
Wisconsin
$358K +$119K +1,320 +46%
WBG
2707
Wharton Business Group
Pennsylvania
$357K
TFCP
2708
Twin Focus Capital Partners
Massachusetts
$357K +$43.4K +481 +13%
RPCA
2709
Running Point Capital Advisors
California
$356K +$541 +6 +0.1%
SMFG
2710
Sumitomo Mitsui Financial Group
Japan
$356K +$364K +4,037 New
RCA
2711
Riverview Capital Advisers
Massachusetts
$356K +$6.22K +69 +2%
Vanguard Capital Wealth Advisors
2712
Vanguard Capital Wealth Advisors
Colorado
$355K -$162K -1,797 -30%
FBC
2713
Fairfield, Bush & Co
Connecticut
$355K -$158K -1,751 -30%
PCMC
2714
Paragon Capital Management (Colorado)
Colorado
$355K +$374K +4,141 New
OIM
2715
Orca Investment Management
Oregon
$350K +$7.67K +85 +2%
KM
2716
Kalos Management
Georgia
$349K -$516K -5,724 -59%
RWA
2717
Redmont Wealth Advisors
Illinois
$349K
SCM
2718
Spreng Capital Management
Ohio
$349K
CIC
2719
Chase Investment Counsel
Virginia
$348K -$1.98K -22 -0.5%
NQWM
2720
Northwest Quadrant Wealth Management
Oregon
$348K +$22.5K +250 +6%
SC
2721
Stephens Consulting
Michigan
$346K
AAM
2722
Autus Asset Management
Arizona
$346K +$5.77K +64 +2%
MPW
2723
MA Private Wealth
California
$345K -$42.5K -471 -10%
KWS
2724
Keystone Wealth Services
California
$343K -$45.4K -503 -11%
BAM
2725
Bosun Asset Management
Illinois
$343K