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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3001
CSS LLC
Illinois
$619K -$2.38M -20,417 -79%
CFS
3002
Cannon Financial Strategists
Georgia
$618K – – –
TVAMP
3003
Tennessee Valley Asset Management Partners
Tennessee
$618K -$6.64K -57 -1%
PIP
3004
Peachtree Investment Partners
Florida
$617K +$336K +2,883 +117%
MAM
3005
MMA Asset Management
Pennsylvania
$615K -$10.5K -90 -2%
BWP
3006
Bernardo Wealth Planning
Pennsylvania
$615K -$22.7K -195 -4%
WA
3007
Wealthstream Advisors
New York
$614K +$33.5K +288 +6%
RFP
3008
Roth Financial Partners
Texas
$614K +$54.9K +471 +10%
SC
3009
Steph & Co
Wisconsin
$612K -$80.2K -689 -11%
PCMF
3010
Private Capital Management (Florida)
Florida
$609K +$4.54K +39 +0.7%
MIA
3011
MeadowBrook Investment Advisors
Michigan
$607K -$14.6K -125 -2%
RFN
3012
Redwood Financial Network
Ohio
$606K +$16.1K +138 +3%
NJIM
3013
Nabity-Jensen Investment Management
Nebraska
$605K +$116 +1 +0%
FP
3014
Financial Perspectives
Minnesota
$605K +$116 +1 +0%
KFSC
3015
Keystone Financial Services (Colorado)
Colorado
$605K +$52.3K +449 +9%
SDWIA
3016
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$604K – – –
AIM
3017
Alhambra Investment Management
Florida
$604K -$109K -940 -15%
PIN
3018
Prudent Investors Network
California
$604K – – –
DJYG
3019
David J. Yvars Group
Florida
$602K +$26.4K +227 +5%
TWM
3020
Tanager Wealth Management
United Kingdom
$602K -$95.7K -822 -14%
WBWA
3021
William B. Walkup & Associates
South Carolina
$602K +$609K +5,227 New
ME
3022
McIlrath & Eck
Washington
$600K +$67.2K +577 +12%
NCM
3023
New Capital Management
Texas
$599K +$93.2K +800 +18%
ATFA
3024
All Terrain Financial Advisors
Minnesota
$596K +$4.54K +39 +0.8%
LRIC
3025
Long Road Investment Counsel
Michigan
$596K – – –
119 120
121
122 123