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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1751
Destiny Wealth Partners
Florida
$816K +$57.6K +964 +8%
CWS
1752
Cypress Wealth Services
California
$815K -$155K -2,603 -17%
OCPWS
1753
One Charles Private Wealth Services
Massachusetts
$814K +$771K +12,909 New
EOCM
1754
Energy Opportunities Capital Management
Texas
$812K +$218K +3,645 +40%
CT
1755
Clearstead Trust
Maine
$811K -$104K -1,748 -12%
AW
1756
Avion Wealth
Texas
$811K +$93.8K +1,571 +14%
COCM
1757
Charter Oak Capital Management
New Hampshire
$810K -$21K -351 -3%
LA
1758
Latitude Advisors
Florida
$810K – – –
PWMAG
1759
Pinnacle Wealth Management Advisory Group
New Jersey
$810K +$767K +12,845 New
DI
1760
Disciplined Investments
Oklahoma
$809K -$5.01K -84 -0.7%
BP
1761
Ballentine Partners
Massachusetts
$808K -$4.9K -82 -0.6%
CAM
1762
Close Asset Management
United Kingdom
$808K – – –
UMC
1763
United Maritime Capital
New York
$807K +$101K +1,700 +15%
WI
1764
WrapManager Inc
California
$805K +$6.27K +105 +0.8%
CCM
1765
Chiron Capital Management
Florida
$803K -$1.02M -17,079 -57%
CWM
1766
Connecticut Wealth Management
Connecticut
$803K -$445K -7,460 -37%
EA
1767
Eclectic Associates
California
$801K +$42.5K +711 +6%
WOSD
1768
WFA of San Diego
California
$798K -$625K -10,470 -45%
ACM
1769
Armbruster Capital Management
New York
$797K -$4.78K -80 -0.6%
NCM
1770
Novare Capital Management
North Carolina
$794K +$130K +2,173 +21%
NFG
1771
Nadler Financial Group
Illinois
$792K -$74.3K -1,245 -9%
DDC
1772
DF Dent & Co
Maryland
$789K -$131K -2,200 -15%
OCM
1773
Osterweis Capital Management
California
$789K -$6.57K -110 -0.9%
WC
1774
Whitney & Co
New York
$788K +$4.48K +75 +0.6%
SFG
1775
StrategIQ Financial Group
Indiana
$787K -$5.43K -91 -0.7%
69 70
71
72 73