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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4176
FFT Wealth Management
Pennsylvania
$346K +$297K +2,037 New
BAM
4177
Burkett Asset Management
$345K -$56.2K -385 -16%
PFG
4178
Prosperity Financial Group
California
$345K -$5.84K -40 -2%
SWTS
4179
Stonehaven Wealth & Tax Solutions
Wisconsin
$344K -$52.1K -357 -15%
BWL
4180
Beacon Wealthcare LLC
North Carolina
$343K – – –
MIH
4181
Meitav Investment House
Israel
$343K – – –
CIS
4182
Continental Investors Services
Washington
$343K +$334K +2,291 New
CWMG
4183
Compass Wealth Management (Georgia)
Georgia
$342K +$294K +2,017 New
MCFP
4184
Mallini Complete Financial Planning
Florida
$342K – – –
AWA
4185
AmeriServ Wealth Advisors
Pennsylvania
$342K +$294K +2,015 New
JA
4186
JVL Associates
Michigan
$341K +$28.3K +194 +11%
HP
4187
Highlander Partners
Texas
$339K – – –
OFC
4188
Oakland Financial Corp
$339K – – –
PWSG
4189
Pacific Wealth Strategies Group
California
$339K – – –
ADBIC
4190
A.D. Beadell Investment Counsel
Wisconsin
$339K -$29.2K -200 -9%
SC
4191
Saybrook Capital
North Carolina
$338K – – –
BAWM
4192
Bennett Associates Wealth Management
Pennsylvania
$338K -$730 -5 -0.3%
CW
4193
CrossGen Wealth
North Carolina
$337K – – –
MWA
4194
Monograph Wealth Advisors
California
$337K – – –
AIFAIM
4195
American Institute for Advanced Investment Management
Arizona
$337K – – –
FFG
4196
Fortem Financial Group
California
$336K +$35.2K +241 +14%
LD
4197
Lipe & Dalton
New York
$336K – – –
CIA
4198
CCM Investment Advisers
South Carolina
$336K -$17.5K -120 -6%
RCA
4199
Ranch Capital Advisors
Florida
$335K +$292 +2 +0.1%
OA
4200
Oak Associates
Ohio
$335K – – –
166 167
168
169 170