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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1701
SageView Advisory Group
California
$2.03M +$1.97M +18,419 New
CRC
1702
Curi RMB Capital
Illinois
$2.03M -$722K -6,735 -27%
NFG
1703
Norris Financial Group
South Carolina
$2.03M -$20.1K -188 -1%
ADIM
1704
Alpha DNA Investment Management
Maryland
$2.03M -$2.05M -19,176 -51%
CWM
1705
C2C Wealth Management
Arizona
$2.03M – – –
NAG
1706
Northstar Advisory Group
New Jersey
$2.02M -$18.2K -170 -0.9%
GC
1707
Gilbert & Cook
Iowa
$2.02M -$42K -392 -2%
FCM
1708
Firestone Capital Management
Florida
$2.02M -$16.8K -157 -0.9%
PIM
1709
Provident Investment Management
Michigan
$2.02M +$165K +1,544 +9%
FC
1710
Forte Capital
New York
$2.01M -$251K -2,343 -11%
F
1711
F3Logic
Minnesota
$2.01M -$255K -2,382 -12%
GBS
1712
Gallagher Benefit Services
Illinois
$2.01M +$1.96M +18,258 New
ACP
1713
Aveo Capital Partners
Colorado
$2.01M +$93.4K +872 +5%
WPA
1714
Winning Points Advisors
Florida
$2.01M -$222K -2,069 -10%
MSR
1715
Main Street Research
Connecticut
$2.01M +$2.36K +22 +0.1%
SIP
1716
Scott Investment Partners
United Kingdom
$2.01M – – –
HC
1717
Hendley & Co
Ohio
$2M – – –
AWC
1718
Adamsbrown Wealth Consultants
Kansas
$2M +$251K +2,346 +15%
FSG
1719
Financial Strategies Group
Michigan
$2M -$79.9K -746 -4%
CPWA
1720
Cerro Pacific Wealth Advisors
California
$2M +$13.1K +122 +0.7%
LSA
1721
L & S Advisors
California
$1.99M +$13.6K +127 +0.7%
MAWA
1722
Moss Adams Wealth Advisors
Washington
$1.99M +$1.94M +18,065 New
LIA
1723
LBMC Investment Advisors
Tennessee
$1.99M -$5.89K -55 -0.3%
AP
1724
Atwood & Palmer
Missouri
$1.98M – – –
PJSIMP
1725
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.98M -$86.3K -805 -4%
67 68
69
70 71