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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAA
2976
Klaas Financial Asset Advisors
Illinois
$19K +$187 +3 +1%
WPWM
2977
Western Pacific Wealth Management
Illinois
$18K +$18.8K +300 New
AWMS
2978
Advocacy Wealth Management Services
Georgia
$17K – – –
DWA
2979
Dougherty Wealth Advisers
Minnesota
$17K – – –
UIA
2980
Ulland Investment Advisors
Minnesota
$16K +$16K +256 New
DWA
2981
Delos Wealth Advisors
Texas
$13K +$11.7K +187 +645%
WIM
2982
Westside Investment Management
California
$12.5K -$32.4K -518 -12%
AIA
2983
Arcadia Investment Advisors
Idaho
$12.2K – – –
BCMIO
2984
Beacon Capital Management Inc (Ohio)
Ohio
$12K – – –
T2I
2985
Turim 21 Investimentos
Brazil
$11K – – –
NOI
2986
Newton One Investments
Delaware
$10K -$10.3K -165 -50%
IAS
2987
IMA Advisory Services
Colorado
$10K – – –
MIFH
2988
Migdal Insurance & Financial Holdings
Israel
$10K +$10.7K +171 New
FQ
2989
First Quadrant
California
$9K -$1.63K -26 -14%
WIM
2990
Wilen Investment Management
Florida
$9K – – –
MGI
2991
MayTech Global Investments
New York
$8K – – –
IA
2992
IFS Advisors
Kansas
$8K +$8.81K +141 New
MP
2993
McDonald Partners
Ohio
$6.3K -$2.68M -42,830 -100%
ACM
2994
Absolute Capital Management
Pennsylvania
$6.3K +$6.44K +103 New
CPFP
2995
Clear Perspectives Financial Planning
Ohio
$6K – – –
ZC
2996
Zeit Capital
Colorado
$6K – – –
CAM
2997
ClariVest Asset Management
California
$5K – – –
PLU
2998
Performa Ltd (US)
South Carolina
$5K – – –
OA
2999
Operose Advisors
Wisconsin
$5K +$4.69K +75 New
SPA
3000
Shore Point Advisors
New Jersey
$5K +$4.94K +79 New
118 119
120
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