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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1601
NorthCoast Asset Management
Connecticut
$1.07M +$1.07M +10,654 New
AMG
1602
Asset Management Group
Connecticut
$1.07M +$53.2K +527 +5%
BWM
1603
Braver Wealth Management
Massachusetts
$1.06M +$662K +6,559 +163%
CCWA
1604
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M -$17.1K -170 -2%
RCS
1605
Retirement Capital Strategies
California
$1.05M – – –
WPIC
1606
White Pine Investment Company
Michigan
$1.05M +$3.03K +30 +0.3%
MCMT
1607
Moon Capital Management (Tennessee)
Tennessee
$1.04M -$50.1K -497 -5%
CPS
1608
Counsel Portfolio Services
Ontario, Canada
$1.04M -$20.2K -200 -2%
TIA
1609
Trust Investment Advisors
Indiana
$1.03M -$241K -2,386 -19%
KLWA
1610
Kelly Lawrence W & Associates
California
$1.01M -$7.57K -75 -0.7%
VWM
1611
Vector Wealth Management
Minnesota
$1.01M +$97.7K +969 +11%
GC
1612
Gruss & Co
Florida
$1.01M +$1.01M +10,000 New
TIM
1613
Tortoise Investment Management
New York
$1M +$6.15K +61 +0.6%
AI
1614
Accredited Investors
Minnesota
$1M +$121K +1,204 +14%
HCP
1615
Holt Capital Partners
Texas
$997K – – –
RAM
1616
Roanoke Asset Management
New Jersey
$994K -$30.3K -300 -3%
FAM
1617
Fiduciary Asset Management
Missouri
$994K – – –
BFPW
1618
BOK Financial Private Wealth
Colorado
$990K -$124K -1,225 -11%
AIC
1619
Atlantic Investment Company
Georgia
$987K +$10.1K +100 +1%
PCMK
1620
Paragon Capital Management (Kansas)
Kansas
$982K -$13K -129 -1%
GGPS
1621
Gary Goldberg Planning Services
New York
$979K +$65.3K +647 +7%
RAM
1622
Riggs Asset Management
Pennsylvania
$978K -$9.68K -96 -1%
AWA
1623
ARS Wealth Advisors
Florida
$974K +$272K +2,693 +39%
MCM
1624
Marathon Capital Management
Maryland
$968K -$29.9K -296 -3%
LYV
1625
Live Your Vision
Pennsylvania
$966K – – –
63 64
65
66 67