We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3126
Coign Capital Advisors
Utah
$596K +$648K +5,540 New
WF
3127
Wayfinding Financial
Washington
$594K +$646K +5,524 New
AGA
3128
Arkos Global Advisors
Texas
$593K +$160K +1,366 +33%
AAS
3129
AdviceOne Advisory Services
Connecticut
$593K +$645K +5,512 New
WA
3130
Wealthstream Advisors
New York
$592K -$1.75K -15 -0.3%
CWM
3131
Concentrum Wealth Management
California
$592K +$5.5K +47 +0.9%
1IA
3132
1620 Investment Advisors
Massachusetts
$592K -$60.6K -518 -9%
PCFFS
3133
Pacific Center for Financial Services
California
$591K +$234 +2 +0%
MFG
3134
Monte Financial Group
Connecticut
$591K – – –
FZCM
3135
Flynn Zito Capital Management
New York
$588K +$819 +7 +0.1%
PTC
3136
Petrus Trust Company
Texas
$588K +$639K +5,463 New
TAM
3137
Townsend Asset Management
North Carolina
$587K +$61.2K +523 +11%
SWM
3138
Scissortail Wealth Management
Oklahoma
$586K +$638K +5,457 +34,106%
KIC
3139
Kensington Investment Counsel
California
$585K -$33.6K -287 -5%
MWM
3140
MinichMacGregor Wealth Management
New York
$582K -$56.4K -482 -8%
SFSG
3141
Sound Financial Strategies Group
Mississippi
$582K -$83.3K -712 -12%
NQWM
3142
Northwest Quadrant Wealth Management
Oregon
$581K +$45.6K +390 +8%
AA
3143
Acorns Advisers
California
$580K +$194K +1,655 +44%
PRP
3144
Peak Retirement Planning
Ohio
$580K +$630K +5,390 New
CNAM
3145
Campbell Newman Asset Management
Wisconsin
$579K – – –
HPFG
3146
Hart & Patterson Financial Group
Massachusetts
$579K -$9.71K -83 -2%
JLBC
3147
J.L. Bainbridge & Co
Florida
$578K +$2.92K +25 +0.5%
CFS
3148
Cannon Financial Strategists
Georgia
$578K – – –
WAM
3149
Wernau Asset Management
Massachusetts
$576K +$627K +5,358 New
LF
3150
Lighthouse Financial
Florida
$576K +$627K +5,357 New
124 125
126
127 128