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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
ACWM
1826
Adams Chetwood Wealth Management
North Carolina
$520K – – –
SMFS
1827
Squar Milner Financial Services
California
$520K +$66.5K +1,483 +15%
TC
1828
Trust Company
Kansas
$519K +$7.98K +178 +2%
RCM
1829
RB Capital Management
Nevada
$518K -$23.5K -524 -4%
Advisors Capital Management
1830
Advisors Capital Management
New Jersey
$516K -$107K -2,383 -17%
TD Ameritrade Investment Management
1831
TD Ameritrade Investment Management
Nebraska
$516K -$78.7K -1,754 -13%
WA
1832
Wealth Architects
California
$516K +$7.98K +178 +2%
RSC
1833
Red Spruce Capital
Pennsylvania
$515K – – –
BO
1834
BRR OpCo
Ohio
$514K +$101K +2,260 +24%
TF
1835
Trek Financial
Arizona
$514K +$121K +2,705 +31%
RCG
1836
Rock Creek Group
District of Columbia
$514K +$515K +11,492 New
RHJA
1837
Rice Hall James & Associates
California
$513K – – –
Financial Engines Advisors
1838
Financial Engines Advisors
California
$510K +$512K +11,413 New
FFA
1839
Fragasso Financial Advisors
Pennsylvania
$508K -$18.2K -405 -3%
Hardman Johnston Global Advisors
1840
Hardman Johnston Global Advisors
Connecticut
$505K -$987K -22,000 -66%
BDF
1841
Balasa Dinverno & Foltz
$503K -$133K -2,975 -21%
TW
1842
TrinityPoint Wealth
Connecticut
$503K -$127K -2,822 -20%
FNC
1843
First National Corp
Massachusetts
$503K -$25.3K -564 -5%
TB
1844
Terril Brothers
Missouri
$503K – – –
PPW
1845
Parcion Private Wealth
Washington
$503K +$7.04K +157 +1%
SFSG
1846
Sound Financial Strategies Group
Mississippi
$502K -$179 -4 -0%
WDL
1847
Well Done LLC
Michigan
$502K +$5.02K +112 +1%
Wealth Enhancement Advisory Services
1848
Wealth Enhancement Advisory Services
Minnesota
$501K -$30.1K -672 -6%
Close Asset Management
1849
Close Asset Management
United Kingdom
$499K -$40.4K -900 -7%
PWAG
1850
Polaris Wealth Advisory Group
California
$496K +$58.5K +1,304 +13%