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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
3176
IMA Advisory Services
Colorado
$14K – – –
MIFH
3177
Migdal Insurance & Financial Holdings
Israel
$14K – – –
NOI
3178
Newton One Investments
Delaware
$14K – – –
PWP
3179
Pursue Wealth Partners
California
$13.9K +$12.7K +164 New
WIM
3180
Wilen Investment Management
Florida
$12K – – –
DWA
3181
Dougherty Wealth Advisers
Minnesota
$11K -$10.5K -135 -50%
IA
3182
IFS Advisors
Kansas
$11K – – –
MGI
3183
MayTech Global Investments
New York
$11K – – –
CPFP
3184
Clear Perspectives Financial Planning
Ohio
$9K – – –
ZC
3185
Zeit Capital
Colorado
$8K – – –
GI
3186
GS Investments
Minnesota
$8K +$2.25K +29 +42%
SC
3187
Siena Capital
Ohio
$8K +$7.77K +100 New
CAM
3188
ClariVest Asset Management
California
$6K – – –
GIA
3189
Goodwin Investment Advisory
Georgia
$6K – – –
OA
3190
Operose Advisors
Wisconsin
$6K – – –
PLU
3191
Performa Ltd (US)
South Carolina
$6K – – –
PPWM
3192
PFG Private Wealth Management
Florida
$6K +$155 +2 +3%
AS
3193
Altshuler Shaham
Israel
$5K +$5.05K +65 New
FIA
3194
FNY Investment Advisers
New York
$2K -$580K -7,465 -100%
AWMS
3195
Advocacy Wealth Management Services
Georgia
$2K -$20.2K -260 -92%
ACK
3196
Andrew C. Karlinski
$2K – – –
BC
3197
Belmont Capital
California
$2K – – –
WA
3198
WestEnd Advisors
North Carolina
$1.49K -$2.02K -26 Closed
APF
3199
Alaska Permanent Fund
Alaska
$1K +$777 +10 New
MFG
3200
Monumental Financial Group
Maryland
$1K +$1.17K +15 New