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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
3126
Ceera Investments
Texas
$332K – – –
MSFP
3127
Mark Sheptoff Financial Planning
Connecticut
$332K +$21.8K +200 +7%
DAM
3128
Derbend Asset Management
Georgia
$331K +$50.4K +462 +18%
PWM
3129
Purus Wealth Management
California
$330K +$2.62K +24 +0.8%
SSA
3130
Schonfeld Strategic Advisors
New York
$330K +$336K +3,078 New
IEFM
3131
IQ EQ Fund Management
Ireland
$329K – – –
SC
3132
Stephens Consulting
Michigan
$328K -$112K -1,026 -25%
OCFG
3133
O'Connor Financial Group
Illinois
$328K +$655 +6 +0.2%
SLA
3134
Silver Lake Advisory
Utah
$328K +$655 +6 +0.2%
MCG
3135
McCollum Christoferson Group
New York
$327K – – –
CIA
3136
Cape Investment Advisory
Georgia
$327K +$13.3K +122 +4%
SFA
3137
Source Financial Advisors
New York
$327K -$30.7K -281 -8%
RP
3138
Riverwater Partners
Wisconsin
$326K -$655 -6 -0.2%
GBWM
3139
Granite Bay Wealth Management
New Hampshire
$325K – – –
R
3140
Rebalance
California
$325K – – –
TNAM
3141
Terra Nova Asset Management
New York
$325K – – –
GCM
3142
Gallacher Capital Management
Colorado
$324K +$73.8K +676 +29%
MCC
3143
Money Concepts Capital
Florida
$324K -$66.8K -612 -17%
GFL
3144
Granite FO LLC
New Hampshire
$324K -$469K -4,300 -59%
LWM
3145
Liberty Wealth Management
California
$323K -$46.2K -423 -12%
SL
3146
Summitry LLC
California
$323K +$22.5K +206 +7%
HWM
3147
HighMark Wealth Management
Minnesota
$323K +$2.4K +22 +0.7%
SIA
3148
Sage Investment Advisers
New York
$322K +$328K +3,004 New
RWM
3149
Ruedi Wealth Management
Illinois
$322K – – –
WA
3150
Waterford Advisors
New York
$322K -$26.1K -239 -7%
124 125
126
127 128