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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
1701
United Bank (Virginia)
Virginia
$621K +$155K +2,018 +32%
AFIA
1702
America First Investment Advisors
Nebraska
$618K – – –
AIP
1703
ARS Investment Partners
New York
$617K +$97.6K +1,267 +18%
LIA
1704
LBMC Investment Advisors
Tennessee
$612K +$34.6K +449 +6%
LFA
1705
Landmark Financial Advisors
Kentucky
$611K +$2.77K +36 +0.1%
KPCM
1706
Kings Point Capital Management
New York
$606K -$19.3K -250 -3%
BBPWM
1707
Blue Bell Private Wealth Management
Pennsylvania
$604K – – –
LMAM
1708
Legg Mason Asset Management
Japan
$603K -$30.8K -400 -5%
FPCP
1709
Fort Point Capital Partners
California
$602K +$422K +5,483 +210%
DAS
1710
Dynamic Advisor Solutions
Arizona
$601K +$23.8K +309 +4%
CCM
1711
Copeland Capital Management
Pennsylvania
$601K +$80.1K +1,040 +15%
TCM
1712
Tributary Capital Management
Nebraska
$595K +$616K +8,000 New
SRC
1713
Stone Run Capital
New York
$594K -$7.71K -100 -1%
TAM
1714
Troy Asset Management
United Kingdom
$594K – – –
IC
1715
Intersect Capital
California
$593K – – –
WCBA
1716
Weaver C. Barksdale & Associates
Tennessee
$586K – – –
HHGA
1717
Halbert Hargrove Global Advisors
California
$585K -$828K -10,749 -58%
AWM
1718
Affinity Wealth Management
Delaware
$583K – – –
LK
1719
Lumbard & Kellner
New Hampshire
$580K -$52.2K -678 -8%
AWM
1720
AllSquare Wealth Management
New York
$577K -$15.9K -206 -3%
CP
1721
Cinque Partners
California
$573K +$594K +7,706 New
GCC
1722
Guardian Capital (Canada)
Ontario, Canada
$572K -$6.15M -79,854 -91%
TWI
1723
Thomas White International
Illinois
$567K -$65.1K -845 -10%
WA
1724
Waverly Advisors
Alabama
$565K -$86K -1,116 -13%
EWM
1725
Empirical Wealth Management
Washington
$562K +$107K +1,392 +23%
67 68
69
70 71