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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
PH
3051
Pinnacle Holdings
Oklahoma
$577K -$100K -869 -15%
LWM
3052
Liberty Wealth Management
California
$576K +$117K +1,014 +26%
LWA
3053
Lowe Wealth Advisors
Maryland
$576K – – –
SL
3054
Salomon & Ludwin
Virginia
$575K -$264K -2,290 -32%
PFWA
3055
Paces Ferry Wealth Advisors
Georgia
$573K +$577 +5 +0.1%
PD
3056
Planning Directions
Pennsylvania
$573K -$68.5K -593 -11%
MWA
3057
Merkkuri Wealth Advisors
New York
$573K +$13.5K +117 +2%
GWP
3058
Gateway Wealth Partners
Wisconsin
$573K -$83.7K -725 -13%
RFS
3059
Richardson Financial Services
Massachusetts
$571K – – –
LWA
3060
Lantern Wealth Advisors
New York
$571K -$11.2K -97 -2%
CPL
3061
CAP Partners LLC
Tennessee
$568K -$11.8K -102 -2%
EA
3062
Evolution Advisers
Virginia
$567K +$1.16K +10 +0.2%
WP
3063
Wealthspan Partners
Iowa
$567K – – –
DWM
3064
Denver Wealth Management
Colorado
$566K -$6.81K -59 -1%
TRIA
3065
Trail Ridge Investment Advisors
Colorado
$565K – – –
SSA
3066
Sierra Summit Advisors
Nevada
$565K +$21.9K +190 +4%
KA
3067
Kooman & Associates
Pennsylvania
$564K +$346 +3 +0.1%
CAM
3068
Chesapeake Asset Management
New York
$563K +$175K +1,518 +46%
SNS Financial Group
3069
SNS Financial Group
Minnesota
$562K -$16.9K -146 -3%
AGA
3070
Accuvest Global Advisors
Utah
$561K +$375K +3,249 New
1WM
3071
1858 Wealth Management
Ohio
$561K -$5.54K -48 -1%
RIM
3072
Rockbridge Investment Management
New York
$560K +$16.7K +145 +3%
LIA
3073
LifePlan Investment Advisors
North Carolina
$558K -$2.54K -22 -0.5%
MFWP
3074
Mosaic Family Wealth Partners
Missouri
$558K -$2.77K -24 -0.5%
HIM
3075
Harbour Investment Management
Washington
$557K – – –