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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1826
Meritage Portfolio Management
Kansas
$762K +$1.49K +17 +0.2%
PFM
1827
Peak Financial Management
Massachusetts
$757K -$5.59K -64 -0.8%
AWM
1828
AllSquare Wealth Management
New York
$756K -$13.1K -150 -2%
TFA
1829
Toth Financial Advisory
Virginia
$754K +$175 +2 +0%
SIM
1830
SSI Investment Management
California
$751K -$24.5K -280 -3%
CWM
1831
Circle Wealth Management
New Jersey
$749K +$725K +8,297 New
AWM
1832
Affinity Wealth Management
Delaware
$746K +$46.1K +527 +7%
PIM
1833
Parasol Investment Management
Illinois
$742K +$16K +183 +2%
MVA
1834
Mount Vernon Associates
Maryland
$741K -$8.74K -100 -1%
SA
1835
Sicart Associates
New York
$740K +$717K +8,200 New
GAM
1836
Gemmer Asset Management
California
$738K -$342K -3,919 -32%
MCM
1837
Marathon Capital Management
Maryland
$738K -$12.8K -146 -2%
TFO
1838
Tarbox Family Office
California
$736K +$18.8K +215 +3%
PAS
1839
Park Avenue Securities
New York
$734K -$54.3K -621 -7%
SFG
1840
StrategIQ Financial Group
Indiana
$734K +$103K +1,175 +17%
LG
1841
LaFleur & Godfrey
Michigan
$730K – – –
HCM
1842
Hollencrest Capital Management
California
$730K +$14.2K +162 +2%
RPG
1843
Risk Paradigm Group
Texas
$727K +$33.6K +384 +5%
SRC
1844
Stone Run Capital
New York
$721K – – –
HPWM
1845
Highland Private Wealth Management
Washington
$720K -$2.71K -31 -0.4%
SC
1846
Saturna Capital
Washington
$717K – – –
NCM
1847
New Capital Management
Texas
$717K +$695K +7,948 New
GWCM
1848
Godshalk Welsh Capital Management
Pennsylvania
$711K -$117K -1,340 -15%
PFGIA
1849
Patriot Financial Group Insurance Agency
Massachusetts
$709K +$721K +8,254 New
FA
1850
Financial Advantage
Maryland
$706K -$65.5K -750 -9%
72 73
74
75 76