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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIM
3001
Catherine Avery Investment Management
Florida
$711K -$64.2K -429 -8%
AC
3002
Attessa Capital
Arizona
$710K +$239K +1,594 +44%
EPW
3003
Elevated Private Wealth
Wisconsin
$708K +$775K +5,181 New
JPLA
3004
Joseph P. Lucia & Associates
New York
$708K -$15.3K -102 -2%
PCM
3005
Permanent Capital Management
Illinois
$708K -$1.5K -10 -0.2%
FOFP
3006
Fee-Only Financial Planning
South Carolina
$707K -$13.6K -91 -2%
BW
3007
BXM Wealth
Colorado
$706K +$143K +958 +23%
FFG
3008
Forum Finance Group
$706K +$203K +1,354 +27%
LFG
3009
Lazard Frères Gestion
France
$704K -$57.6K -385 -7%
AWP
3010
Abacus Wealth Partners
California
$703K +$308K +2,057 +67%
CNAM
3011
Campbell Newman Asset Management
Wisconsin
$702K – – –
MIM
3012
Martin Investment Management
Florida
$702K -$3.74K -25 -0.5%
FZCM
3013
Flynn Zito Capital Management
New York
$701K -$62.6K -418 -8%
IAG
3014
Investmark Advisory Group
Connecticut
$701K -$21.1K -141 -3%
SSA
3015
Sierra Summit Advisors
Nevada
$699K -$93.2K -623 -11%
SDJVC
3016
St. Denis J. Villere & Co
Louisiana
$699K -$125K -834 -14%
SCM
3017
Saxony Capital Management
Missouri
$698K +$76.3K +510 +11%
SDWIA
3018
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$697K +$4.49K +30 +0.6%
FFWM
3019
Future Financial Wealth Management
Ohio
$697K +$150 +1 +0%
PFA
3020
Presper Financial Architects
Ohio
$696K -$1.35K -9 -0.2%
SIC
3021
Samalin Investment Counsel
New York
$696K -$12K -80 -2%
CWM
3022
Concentrum Wealth Management
California
$696K -$44K -294 -5%
ACM
3023
Arcataur Capital Management
Wisconsin
$695K – – –
MC
3024
Mathes Company
New York
$694K -$44.9K -300 -6%
DWAM
3025
Duncan Williams Asset Management
Tennessee
$693K +$1.8K +12 +0.2%
119 120
121
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