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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
3426
Root Financial Partners
California
$218K +$203K +1,855 New
FIS
3427
Fischer Investment Strategies
California
$218K +$203K +1,853 New
AMG
3428
Asset Management Group
Connecticut
$218K +$203K +1,850 New
PFG
3429
Prosperity Financial Group
California
$218K -$17.8K -162 -8%
SG
3430
Strid Group
Pennsylvania
$217K +$202K +1,843 New
RIP
3431
RAM Investment Partners
Washington
$216K -$16.3K -149 -7%
EP
3432
Essential Planning
New Hampshire
$216K -$146K -1,330 -42%
IPW
3433
Intergy Private Wealth
Colorado
$216K +$201K +1,836 New
SWA
3434
Safir Wealth Advisors
New Hampshire
$215K +$201K +1,832 New
WMR
3435
Wealth Management Resources
Rhode Island
$215K +$200K +1,824 New
RF
3436
Robbins Farley
New Hampshire
$214K – – –
GJCM
3437
Grand Jean Capital Management
California
$214K – – –
DA
3438
Drake & Associates
Wisconsin
$214K -$5.7K -52 -3%
CSA
3439
Cottage Street Advisors
Massachusetts
$212K +$198K +1,804 New
PPWM
3440
PFG Private Wealth Management
Florida
$212K -$48.8K -445 -20%
RWM
3441
Reston Wealth Management
Virginia
$212K -$13.8K -126 -7%
LFG
3442
Leverty Financial Group
Wisconsin
$212K +$198K +1,801 New
OC
3443
Oppenheimer & Close
New York
$212K +$197K +1,800 New
MPM
3444
MBB Public Markets
Illinois
$211K +$197K +1,795 New
EWM
3445
Edge Wealth Management
New York
$210K +$196K +1,789 New
GWM
3446
Greenhouse Wealth Management
Connecticut
$210K +$196K +1,788 New
FAFN
3447
First Affirmative Financial Network
Colorado
$209K -$38.1K -347 -16%
SFG
3448
Steward Financial Group
Texas
$209K -$19.1K -174 -9%
CWA
3449
Clearview Wealth Advisors
Oregon
$208K -$14.1K -129 -7%
VSQM
3450
V-Square Quantitative Management
Illinois
$208K +$194K +1,768 New
136 137
138
139 140