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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
3201
IMA Advisory Services
Colorado
$14K – – –
WIM
3202
Wilen Investment Management
Florida
$13K – – –
DWA
3203
Dougherty Wealth Advisers
Minnesota
$12K – – –
IA
3204
IFS Advisors
Kansas
$12K – – –
APF
3205
Alaska Permanent Fund
Alaska
$11K +$365 +4 +3%
HWP
3206
Highline Wealth Partners
California
$10.7K +$11.2K +123 New
GI
3207
GS Investments
Minnesota
$9K – – –
CG
3208
Cutler Group
California
$8K -$8.39M -91,858 -100%
PPWM
3209
PFG Private Wealth Management
Florida
$8K – – –
CAM
3210
ClariVest Asset Management
California
$7K – – –
PLU
3211
Performa Ltd (US)
South Carolina
$7K – – –
BCPWM
3212
Bradley & Co Private Wealth Management
Florida
$5K – – –
WWP
3213
WR Wealth Planners
Missouri
$4.71K +$1.28K +14 +35%
AS
3214
Altshuler Shaham
Israel
$4K -$121K -1,328 -97%
BC
3215
Belmont Capital
California
$3K – – –
CQS
3216
Credential Qtrade Securities
$2.1K -$3.29K -36 -60%
FCG
3217
Financial Connections Group
California
$2K -$28.9K -317 -92%
AWMS
3218
Advocacy Wealth Management Services
Georgia
$2K – – –
KFP
3219
KB Financial Partners
New Jersey
$2K +$1.64K +18 New
ARS
3220
Adirondack Retirement Specialists
New York
$2K +$2.28K +25 New
ACM
3221
Absolute Capital Management
Pennsylvania
$1.42K +$1.46K +16 New
APS
3222
American Planning Services
Florida
$261 -$272K -2,976 -100%
CET
3223
Clean Energy Transition
United Kingdom
– -$43.6M -509,281 Closed
CA
3224
Capitolis Advisors
New York
– -$42.9M -500,968 Closed
SC
3225
Samlyn Capital
New York
– -$37.7M -440,663 Closed
127 128
129
130 131