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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
3401
Rice Hall James & Associates
California
$467K +$57.1K +516 +15%
IPW
3402
IronBridge Private Wealth
Texas
$467K -$6.7M -60,605 -94%
MAM
3403
Mullooly Asset Management
New Jersey
$466K +$434K +3,922 New
TF
3404
Tandem Financial
Colorado
$466K -$221 -2 -0.1%
CYG
3405
Clean Yield Group
Vermont
$466K – – –
MI
3406
Moneywise Inc
Virginia
$466K +$2.32K +21 +0.5%
AWM
3407
Affinity Wealth Management
Delaware
$466K – – –
LIM
3408
Loudon Investment Management
New Hampshire
$465K – – –
TW
3409
Towerpoint Wealth
California
$465K – – –
GPA
3410
Garrison Point Advisors
California
$464K +$10.2K +92 +2%
6F
3411
626 Financial
Michigan
$464K +$14.4K +130 +3%
WMA
3412
West Michigan Advisors
Michigan
$463K -$40.7K -368 -9%
RFM
3413
Royal Fund Management
Florida
$463K -$19.7K -178 -4%
PWMG
3414
Private Wealth Management Group
New Jersey
$463K +$18.8K +170 +5%
BWMG
3415
Barnes Wealth Management Group
California
$462K +$45.3K +410 +12%
FAM
3416
Fenimore Asset Management
New York
$461K – – –
LAM
3417
Lewis Asset Management
California
$461K +$17.8K +161 +4%
FWM
3418
Fingerlakes Wealth Management
New York
$460K -$22.6K -204 -5%
GCA
3419
Gradient Capital Advisors
California
$460K -$14.9K -135 -3%
NEWAS
3420
N.E.W. Advisory Services
Wisconsin
$459K +$13.4K +121 +3%
IDBONY
3421
Israel Discount Bank of New York
New York
$458K -$42.8K -387 -9%
SL
3422
Summitry LLC
California
$457K +$10.5K +95 +3%
SOAG
3423
Silver Oak Advisory Group
Oregon
$457K – – –
CKAIS
3424
Christensen King & Associates Investment Services
Washington
$457K -$7.41K -67 -2%
EWA
3425
Encompass Wealth Advisors
Oregon
$456K +$20.8K +188 +5%
135 136
137
138 139