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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
KBG
1751
Kahn Brothers Group
New York
$952K – – –
BHWM
1752
Beaird Harris Wealth Management
Texas
$952K +$972K +15,554 New
RPWA
1753
Regent Peak Wealth Advisors
Georgia
$951K +$19.6K +313 +2%
MIH
1754
Meitav Investment House
Israel
$951K +$656K +10,500 +204%
AW
1755
Avion Wealth
Texas
$950K +$161K +2,574 +20%
HI
1756
Hoey Investments
Pennsylvania
$949K +$243K +3,892 +33%
CA
1757
Crewe Advisors
Utah
$948K +$76.6K +1,225 +9%
AG
1758
AIA Group
Hong Kong
$944K -$53.6K -857 -5%
BCM
1759
Bourgeon Capital Management
Connecticut
$942K +$312K +5,000 +48%
SF
1760
SBK Financial
Virginia
$942K +$962K +15,400 New
COCM
1761
Charter Oak Capital Management
New Hampshire
$941K +$46.3K +740 +5%
CG
1762
Corundum Group
Colorado
$936K +$30.8K +492 +3%
SW
1763
SteelPeak Wealth
California
$934K -$419K -6,708 -31%
AW
1764
ACG Wealth
Georgia
$933K -$172K -2,753 -15%
GSWM
1765
Golden State Wealth Management
California
$931K +$137K +2,189 +17%
GFPC
1766
Global Financial Private Client
Florida
$929K -$90.3K -1,445 -9%
VCM
1767
Viewpoint Capital Management
Washington
$928K +$948K +15,169 New
GWM
1768
Gray Wealth Management
Maine
$927K +$55.8K +892 +6%
EDRH
1769
Edmond de Rothschild Holding
Switzerland
$927K +$68.7K +1,100 +8%
IIC
1770
Integrated Investment Consultants
Michigan
$923K +$47.7K +763 +5%
FFWM
1771
Future Financial Wealth Management
Ohio
$922K +$228K +3,652 +34%
CTA
1772
Colonial Trust Advisors
South Carolina
$921K +$72.8K +1,165 +8%
LIG
1773
Lokken Investment Group
Delaware
$920K +$14.9K +238 +2%
AT
1774
American Trust
Kentucky
$919K +$938K +15,009 New
UHC
1775
Union Heritage Capital
Michigan
$918K – – –
69 70
71
72 73