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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
1751
East Coast Asset Management
Massachusetts
$779K -$11.3K -127 -1%
AFIA
1752
America First Investment Advisors
Nebraska
$778K – – –
GS
1753
Gagnon Securities
New York
$777K +$47.3K +533 +6%
LK
1754
Lumbard & Kellner
New Hampshire
$773K – – –
CEI
1755
Clark Estates Inc
New York
$764K -$577K -6,500 -43%
WA
1756
Waverly Advisors
Alabama
$764K +$444 +5 +0.1%
WCM
1757
Wealthcare Capital Management
Virginia
$763K -$16.5K -186 -2%
WCBA
1758
Weaver C. Barksdale & Associates
Tennessee
$760K +$77.7K +876 +11%
NIM
1759
Nexus Investment Management
Ontario, Canada
$759K +$26.6K +300 +4%
HCM
1760
Hilton Capital Management
New York
$758K +$163K +1,837 +27%
PAS
1761
Park Avenue Securities
New York
$757K +$150K +1,687 +24%
JWM
1762
Jacobus Wealth Management
Wisconsin
$752K -$45.7K -515 -6%
SIM
1763
SSI Investment Management
California
$752K -$9.67K -109 -1%
FA
1764
Financial Advantage
Maryland
$748K -$70.7K -797 -9%
HCM
1765
Hutner Capital Management
Vermont
$747K +$759K +8,558 New
AWM
1766
AllSquare Wealth Management
New York
$744K -$44.4K -500 -6%
QIM
1767
Quest Investment Management
Oregon
$742K – – –
PCMM
1768
Private Capital Management (Minnesota)
Minnesota
$742K +$124K +1,400 +20%
SCM
1769
Stonehearth Capital Management
Massachusetts
$740K -$43.3K -488 -5%
HHGA
1770
Halbert Hargrove Global Advisors
California
$739K -$108K -1,214 -13%
PFM
1771
Peak Financial Management
Massachusetts
$738K – – –
MPM
1772
Meritage Portfolio Management
Kansas
$735K – – –
PFA
1773
Pure Financial Advisors
California
$733K +$442K +4,979 +145%
NED
1774
Nancy E. Dempze
$732K – – –
TFA
1775
Toth Financial Advisory
Virginia
$729K +$48.6K +548 +7%
69 70
71
72 73