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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2876
Cooper/Haims Advisors
New York
$262K +$247K +3,178 New
SFWC
2877
Strategic Family Wealth Counselors
New Jersey
$261K +$245K +3,156 New
BBPWM
2878
Blue Bell Private Wealth Management
Pennsylvania
$260K -$39.6K -510 -14%
EAM
2879
Eukles Asset Management
Ohio
$260K +$8.55K +110 +4%
WAG
2880
Winthrop Advisory Group
Massachusetts
$260K +$244K +3,145 New
PRC
2881
Pearl River Capital
Michigan
$259K -$417K -5,365 -63%
PWM
2882
PRW Wealth Management
Massachusetts
$259K +$243K +3,131 New
EWA
2883
ERTS Wealth Advisors
Michigan
$259K +$244K +3,141 New
FWM
2884
Fortress Wealth Management
California
$259K +$244K +3,142 New
EAM
2885
Empirical Asset Management
Massachusetts
$258K -$40.7K -523 -14%
VAM
2886
Verity Asset Management
North Carolina
$258K +$243K +3,120 New
AIA
2887
Alera Investment Advisors
Illinois
$258K +$243K +3,124 New
GSEP
2888
Golden State Equity Partners
California
$257K -$16.6K -214 -6%
CWM
2889
Circle Wealth Management
New Jersey
$257K +$241K +3,106 New
LCM
2890
Liberty Capital Management
Michigan
$257K +$242K +3,115 New
AIM
2891
Axiom Investment Management
New York
$256K -$227K -2,919 -48%
CCM
2892
Carderock Capital Management
Maryland
$256K -$36.1K -465 -13%
TC
2893
Truvestments Capital
Florida
$256K -$35.1K -452 -13%
ACM
2894
Avalon Capital Management
California
$256K +$233K +3,000 New
MC
2895
Miramar Capital
Illinois
$256K +$241K +3,100 New
MMA
2896
Mizuho Markets Americas
New York
$256K +$241K +3,100 New
MSFP
2897
Mark Sheptoff Financial Planning
Connecticut
$255K – – –
SHA
2898
Seneca House Advisors
Virginia
$255K +$240K +3,085 New
BP
2899
BCK Partners
New York
$255K +$240K +3,089 New
SWP
2900
Summit Wealth Partners
Florida
$255K +$240K +3,087 New
114 115
116
117 118