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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
3551
Dimension Capital Management
Florida
$678K -$18.1K -124 -3%
ZIG
3552
Zuckerman Investment Group
Illinois
$678K – – –
EWA
3553
Encompass Wealth Advisors
Oregon
$677K – – –
OE
3554
OFS Enterprise
Nebraska
$677K +$582K +3,989 New
CC
3555
Capital Counsel
New York
$676K -$6.67M -45,700 -92%
IPWA
3556
International Private Wealth Advisors
California
$676K +$125K +859 +28%
BWA
3557
BlueChip Wealth Advisors
Georgia
$674K +$31.4K +215 +6%
MHB
3558
Midwest Heritage Bank
Iowa
$673K -$14.6K -100 -2%
GPA
3559
Garrison Point Advisors
California
$670K -$6.71K -46 -1%
SFM
3560
Signet Financial Management
New Jersey
$669K +$35.9K +246 +7%
MAG
3561
M3 Advisory Group
Massachusetts
$669K +$44.5K +305 +8%
S4W
3562
Solutions 4 Wealth
Texas
$667K -$311K -2,128 -35%
WAM
3563
Weiss Asset Management
Massachusetts
$665K -$4.54M -31,120 -89%
CWM
3564
Cherrydale Wealth Management
New Jersey
$665K -$11.1K -76 -2%
HIGP
3565
Hill Investment Group Partners
Missouri
$664K – – –
OCWP
3566
Owl Creek Wealth Partners
Colorado
$663K +$570K +3,906 New
PS
3567
Planned Solutions
California
$663K -$55.7K -382 -9%
PF
3568
PlanVest Financial
Maryland
$663K +$570K +3,904 New
PEWA
3569
Pacific Excel Wealth Advisors
California
$662K +$269K +1,840 +89%
SEP
3570
Signature Equity Partners
Ohio
$662K -$123K -845 -18%
FFWM
3571
Future Financial Wealth Management
Ohio
$662K +$146 +1 +0%
AF
3572
Align Financial
Minnesota
$661K -$145K -991 -20%
NEWAS
3573
N.E.W. Advisory Services
Wisconsin
$661K +$1.75K +12 +0.3%
DIM
3574
DLK Investment Management
California
$660K – – –
CGF
3575
Constant Guidance Financial
Massachusetts
$659K – – –
141 142
143
144 145