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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
726
Cohen Klingenstein
New York
$16.9M – – –
M
727
MOTCO
Texas
$16.9M -$287K -1,966 -2%
DSC
728
Duncker Streett & Co
Missouri
$16.8M +$734K +5,027 +5%
APP
729
Avantax Planning Partners
Iowa
$16.7M +$1.32M +9,040 +10%
CFO
730
Callan Family Office
Pennsylvania
$16.7M -$402K -2,752 -3%
ANTB
731
AMG National Trust Bank
Colorado
$16.6M +$2.12M +14,529 +17%
KFC
732
Klingenstein Fields & Co
New York
$16.6M -$178K -1,220 -1%
VT
733
Vise Technologies
New York
$16.5M – – –
BTI
734
Blue Trust Inc
Georgia
$16.5M +$155K +1,063 +1%
KB
735
Kimelman & Baird
New York
$16.5M – – –
BCWM
736
Bartlett & Co Wealth Management
Ohio
$16.5M +$93K +637 +0.6%
EWM
737
Empirical Wealth Management
Washington
$16.5M +$710K +4,863 +5%
PWP
738
Principle Wealth Partners
Connecticut
$16.4M -$259K -1,772 -2%
GAA
739
Global Assets Advisory
Florida
$16.4M -$1.4M -9,577 -9%
FCP
740
Fidelis Capital Partners
Florida
$16.4M +$657K +4,499 +5%
IFG
741
Independent Financial Group
California
$16.3M +$3.64M +24,936 +35%
MO
742
McMillan Office
Michigan
$16.3M -$193K -1,321 -1%
EPIM
743
Evelyn Partners Investment Management
$16.2M +$3.86M +26,428 +38%
DIA
744
Dana Investment Advisors
Wisconsin
$16.2M -$286K -1,963 -2%
BB
745
Bell Bank
North Dakota
$16.1M -$196K -1,346 -1%
DAS
746
Dynamic Advisor Solutions
Arizona
$16.1M -$148K -1,011 -1%
PIMJS
747
PKO Investment Management Joint-Stock
Poland
$16M +$1.15M +7,884 +9%
TCWA
748
Turtle Creek Wealth Advisors
Texas
$16M +$927K +6,355 +7%
CANC
749
Culbertson A N & Co
Virginia
$15.9M +$2.97M +20,335 +28%
SAI
750
Savvy Advisors Inc
New York
$15.9M +$949K +6,501 +7%
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