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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1826
Summit Financial Strategies
Ohio
$463K -$341K -3,845 -41%
RDM
1827
Retirement Design & Management
Connecticut
$460K +$48.8K +550 +11%
CISOA
1828
Capital Investment Services of America
Wisconsin
$459K -$140K -1,578 -23%
BRWM
1829
B. Riley Wealth Management
Tennessee
$459K +$20.1K +227 +4%
ATIA
1830
American Trust Investment Advisors
New Hampshire
$456K -$25.3K -285 -5%
CPP
1831
Crow Point Partners
Massachusetts
$456K +$476K +5,368 New
NP
1832
NorthRock Partners
Minnesota
$452K -$4.97K -56 -1%
TI
1833
Telemetry Investments
New York
$451K +$471K +5,310 New
HS
1834
Huntington Steele
Pennsylvania
$444K -$202K -2,280 -30%
AI
1835
ArchPoint Investors
Florida
$441K – – –
RCP
1836
Rothschild Capital Partners
New York
$441K – – –
CAW
1837
Cornerstone Advisors (Washington)
Washington
$441K +$23.3K +263 +5%
BC
1838
Bruce & Co
Illinois
$440K – – –
PM
1839
Penbrook Management
New York
$436K -$8.87K -100 -2%
NA
1840
NewEdge Advisors
Louisiana
$436K +$455K +5,129 New
WCM
1841
Weatherstone Capital Management
Colorado
$435K +$184K +2,080 +70%
SAM
1842
Shikiar Asset Management
New York
$434K -$115K -1,300 -20%
LFA
1843
Landmark Financial Advisors
Kentucky
$432K +$355 +4 +0.1%
FGA
1844
Flood Gamble Associates
New York
$430K – – –
SIG
1845
Schaller Investment Group
North Carolina
$426K – – –
1GA
1846
1st Global Advisors
Texas
$426K +$44K +496 +11%
HCM
1847
Heathbridge Capital Management
Ontario, Canada
$425K +$8.87K +100 +2%
RC
1848
RBF Capital
California
$425K +$443K +5,000 New
GA
1849
Gateway Advisory
New Jersey
$423K +$1.06K +12 +0.2%
ACM
1850
Alta Capital Management
Utah
$420K -$94.2K -1,062 -18%
72 73
74
75 76