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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
4201
Intelligent Financial Strategies
Minnesota
$82K – – –
GJIA
4202
Glass Jacobson Investment Advisors
Maryland
$80.5K -$183K -1,221 -67%
VR
4203
Vision Retirement
New Jersey
$80.3K +$18.9K +126 +27%
ICCON
4204
Investment Counsel Company of Nevada
Nevada
$79.8K +$2.84K +19 +3%
CIAS
4205
CBIZ Investment Advisory Services
Ohio
$78.8K – – –
WA
4206
Walsh & Associates
Florida
$78.5K -$748 -5 -0.9%
RS
4207
Rakuten Securities
Japan
$75.6K -$257K -1,718 -76%
CIS
4208
Custom Index Systems
New York
$74.5K +$81.6K +545 New
HFS
4209
Horizon Financial Services
North Carolina
$72.6K +$24.5K +164 +45%
BC
4210
Burnham & Co
Michigan
$72.6K +$79.5K +531 New
SFAM
4211
Sawyer Falduto Asset Management
Illinois
$71.1K – – –
BHWM
4212
Bay Harbor Wealth Management
Maryland
$70.7K +$11.1K +74 +17%
PAG
4213
Paladin Advisory Group
Iowa
$68.9K – – –
BCPWM
4214
Bradley & Co Private Wealth Management
Florida
$67.1K +$64.4K +430 +705%
BDPWM
4215
Barnes Dennig Private Wealth Management
Ohio
$65.9K +$11.7K +78 +19%
LC
4216
Luminist Capital
Michigan
$63.8K +$69.6K +465 New
BAM
4217
Bellevue Asset Management
Washington
$62.9K +$299 +2 +0.4%
PMAM
4218
Picton Mahoney Asset Management
Ontario, Canada
$60.2K +$64.4K +430 +4,300%
IRAG
4219
Investment Research & Advisory Group
Georgia
$59.5K – – –
SG
4220
Sankala Group
Colorado
$58.8K – – –
1M
4221
1248 Management
Missouri
$57.8K – – –
RWS
4222
Retirement Wealth Solutions
Wisconsin
$56.8K – – –
MUMSS
4223
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56.5K -$108K -720 -64%
DFA
4224
DHJJ Financial Advisors
Illinois
$55K – – –
ORAM
4225
One River Asset Management
Connecticut
$54.7K +$59.9K +400 New
167 168
169
170 171