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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2751
Legacy Wealth Planning
Nevada
$317K -$461K -5,930 -61%
TFP
2752
Tilia Fiduciary Partners
North Carolina
$316K +$23.7K +305 +9%
JFG
2753
JMG Financial Group
Illinois
$315K -$31.1K -400 -9%
BCIM
2754
Bishop & Co Investment Management
Pennsylvania
$315K – – –
HWM
2755
HFR Wealth Management
New York
$315K +$155 +2 +0.1%
BFC
2756
Blue Fin Capital
Rhode Island
$315K +$4.43K +57 +2%
RWRC
2757
R.W. Roge & Company
New York
$314K – – –
LFG
2758
Lazard Frères Gestion
France
$313K -$38.9K -500 -12%
ACM
2759
Aljian Capital Management
Nevada
$313K -$7.77K -100 -3%
MCP
2760
Mirador Capital Partners
California
$313K +$33K +424 +13%
IPW
2761
IronBridge Private Wealth
Texas
$312K -$176K -2,260 -37%
PGIM
2762
Pacific Global Investment Management
California
$311K – – –
TWP
2763
Tempus Wealth Planning
California
$311K – – –
HAS
2764
HBW Advisory Services
California
$311K +$8.71K +112 +3%
AWM
2765
Atticus Wealth Management
Florida
$311K +$77.7K +1,000 +36%
LC
2766
Landaas & Company
Wisconsin
$310K – – –
SOW
2767
State of Wyoming
Wyoming
$310K +$21K +270 +8%
DWM
2768
Destination Wealth Management
California
$309K +$291K +3,747 New
SFG
2769
Sather Financial Group
Texas
$308K -$71.4K -919 -20%
CCM
2770
Copeland Capital Management
Pennsylvania
$308K – – –
GCA
2771
Gradient Capital Advisors
California
$307K +$289K +3,713 New
GSIS
2772
Global Strategic Investment Solutions
Arizona
$306K -$216K -2,783 -43%
CRCM
2773
Corbett Road Capital Management
Virginia
$306K +$288K +3,704 New
OSNBOA
2774
Old Second National Bank of Aurora
Illinois
$305K +$11.8K +152 +4%
CFCI
2775
Comprehensive Financial Consultants Institutional
Indiana
$305K +$13.7K +176 +6%
109 110
111
112 113