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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
1751
Roof Eidam Maycock Peralta (REMP)
California
$819K – – –
DWP
1752
Destiny Wealth Partners
Florida
$816K +$57.6K +964 +8%
CWS
1753
Cypress Wealth Services
California
$815K -$155K -2,603 -17%
OCPWS
1754
One Charles Private Wealth Services
Massachusetts
$814K +$771K +12,909 New
EOCM
1755
Energy Opportunities Capital Management
Texas
$812K +$218K +3,645 +40%
CT
1756
Clearstead Trust
Maine
$811K -$104K -1,748 -12%
AW
1757
Avion Wealth
Texas
$811K +$93.8K +1,571 +14%
COCM
1758
Charter Oak Capital Management
New Hampshire
$810K -$21K -351 -3%
LA
1759
Latitude Advisors
Florida
$810K – – –
PWMAG
1760
Pinnacle Wealth Management Advisory Group
New Jersey
$810K +$767K +12,845 New
DI
1761
Disciplined Investments
Oklahoma
$809K -$5.01K -84 -0.7%
BP
1762
Ballentine Partners
Massachusetts
$808K -$4.9K -82 -0.6%
CAM
1763
Close Asset Management
United Kingdom
$808K – – –
UMC
1764
United Maritime Capital
New York
$807K +$101K +1,700 +15%
WI
1765
WrapManager Inc
California
$805K +$6.27K +105 +0.8%
CCM
1766
Chiron Capital Management
Florida
$803K -$1.02M -17,079 -57%
CWM
1767
Connecticut Wealth Management
Connecticut
$803K -$445K -7,460 -37%
EA
1768
Eclectic Associates
California
$801K +$42.5K +711 +6%
WOSD
1769
WFA of San Diego
California
$798K -$625K -10,470 -45%
ACM
1770
Armbruster Capital Management
New York
$797K -$4.78K -80 -0.6%
NCM
1771
Novare Capital Management
North Carolina
$794K +$130K +2,173 +21%
NFG
1772
Nadler Financial Group
Illinois
$792K -$74.3K -1,245 -9%
DDC
1773
DF Dent & Co
Maryland
$789K -$131K -2,200 -15%
OCM
1774
Osterweis Capital Management
California
$789K -$6.57K -110 -0.9%
WC
1775
Whitney & Co
New York
$788K +$4.48K +75 +0.6%
69 70
71
72 73