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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
3001
Peachtree Investment Partners
Florida
$617K +$336K +2,883 +117%
MAM
3002
MMA Asset Management
Pennsylvania
$615K -$10.5K -90 -2%
BWP
3003
Bernardo Wealth Planning
Pennsylvania
$615K -$22.7K -195 -4%
WA
3004
Wealthstream Advisors
New York
$614K +$33.5K +288 +6%
RFP
3005
Roth Financial Partners
Texas
$614K +$54.9K +471 +10%
SC
3006
Steph & Co
Wisconsin
$612K -$80.2K -689 -11%
PCMF
3007
Private Capital Management (Florida)
Florida
$609K +$4.54K +39 +0.7%
MIA
3008
MeadowBrook Investment Advisors
Michigan
$607K -$14.6K -125 -2%
RFN
3009
Redwood Financial Network
Ohio
$606K +$16.1K +138 +3%
NJIM
3010
Nabity-Jensen Investment Management
Nebraska
$605K +$116 +1 +0%
FP
3011
Financial Perspectives
Minnesota
$605K +$116 +1 +0%
KFSC
3012
Keystone Financial Services (Colorado)
Colorado
$605K +$52.3K +449 +9%
SDWIA
3013
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$604K – – –
AIM
3014
Alhambra Investment Management
Florida
$604K -$109K -940 -15%
PIN
3015
Prudent Investors Network
California
$604K – – –
DJYG
3016
David J. Yvars Group
Florida
$602K +$26.4K +227 +5%
TWM
3017
Tanager Wealth Management
United Kingdom
$602K -$95.7K -822 -14%
WBWA
3018
William B. Walkup & Associates
South Carolina
$602K +$609K +5,227 New
ME
3019
McIlrath & Eck
Washington
$600K +$67.2K +577 +12%
NCM
3020
New Capital Management
Texas
$599K +$93.2K +800 +18%
ATFA
3021
All Terrain Financial Advisors
Minnesota
$596K +$4.54K +39 +0.8%
LRIC
3022
Long Road Investment Counsel
Michigan
$596K – – –
OCBCO
3023
Oversea-Chinese Banking Corp (OCBC)
Singapore
$596K -$390K -3,351 -39%
RBC
3024
Roble Belko & Company
Pennsylvania
$593K -$2.1K -18 -0.3%
JWM
3025
Jupiter Wealth Management
Colorado
$593K -$233K -2,000 -29%
119 120
121
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