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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIM
1076
Hayek Kallen Investment Management
Alabama
$1.64M -$522K -13,925 -26%
BAM
1077
Berkshire Asset Management
Pennsylvania
$1.64M +$209K +5,586 +16%
WP
1078
WealthPLAN Partners
Nebraska
$1.63M -$72.8K -1,942 -5%
CWM
1079
Concentric Wealth Management
California
$1.63M -$53.9K -1,438 -4%
TA
1080
TruWealth Advisors
Louisiana
$1.63M +$1.48M +39,596 New
NGA
1081
Naples Global Advisors
Florida
$1.63M -$112K -2,984 -7%
WIM
1082
Waverton Investment Management
United Kingdom
$1.63M +$144K +3,843 +11%
VNA
1083
Valley National Advisers
Pennsylvania
$1.63M -$19.8K -529 -1%
VAS
1084
Vestmark Advisory Solutions
Massachusetts
$1.62M -$70K -1,867 -5%
OWA
1085
Outlook Wealth Advisors
Texas
$1.62M +$479K +12,776 +48%
KMWM
1086
Keudell/Morrison Wealth Management
Oregon
$1.62M -$247K -6,586 -14%
CCM
1087
Coldstream Capital Management
Washington
$1.61M +$238K +6,341 +19%
NWS
1088
Newport Wealth Strategies
California
$1.61M – – –
PPP
1089
Private Portfolio Partners
New Jersey
$1.6M -$121K -3,218 -8%
ISWM
1090
Independent Solutions Wealth Management
New York
$1.6M -$11.7K -311 -0.8%
MA
1091
Mutual Advisors
Nebraska
$1.6M +$17.9K +477 +1%
KS
1092
Karpas Strategies
Connecticut
$1.59M – – –
E
1093
Ergoteles
New York
$1.59M -$885K -23,608 -38%
BG
1094
Berry Group
Massachusetts
$1.59M -$49K -1,306 -3%
ECM
1095
Exchange Capital Management
Michigan
$1.59M +$89.3K +2,381 +7%
OLA
1096
Oliver Luxxe Assets
New Jersey
$1.59M +$112 +3 +0%
KNW
1097
Kesler Norman & Wride
Utah
$1.59M +$1.44M +38,481 New
FBT
1098
First Bank & Trust
South Dakota
$1.58M +$223K +5,953 +18%
FMWA
1099
Forvis Mazars Wealth Advisors
Missouri
$1.58M +$163K +4,355 +13%
MWM
1100
Mission Wealth Management
California
$1.58M +$119K +3,161 +9%
42 43
44
45 46