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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1851
Blooom Inc
Kansas
$815K -$91.4K -1,462 -10%
4WM
1852
44 Wealth Management
Oregon
$815K – – –
CWM
1853
Cedar Wealth Management
California
$808K +$91.9K +1,471 +13%
CJFS
1854
Coulter & Justus Financial Services
Tennessee
$808K +$825K +13,199 New
VCG
1855
Vantage Consulting Group
Virginia
$804K -$76.1K -1,217 -8%
VBCG
1856
Valley Brook Capital Group
Pennsylvania
$804K – – –
ACP
1857
Arcus Capital Partners
Georgia
$804K +$73.9K +1,182 +10%
SA
1858
Syntax Advisors
New York
$804K +$821K +13,142 New
DI
1859
DFPG Investments
Utah
$802K -$308K -4,929 -31%
CT
1860
Clearstead Trust
Maine
$801K +$14.7K +235 +2%
EFA
1861
Evernest Financial Advisors
Indiana
$801K +$492K +7,868 New
CCM
1862
Carlson Capital Management
Minnesota
$797K -$150K -2,398 -16%
ACM
1863
Academy Capital Management
Texas
$797K – – –
FRA
1864
Front Row Advisors
California
$797K +$18.9K +303 +2%
CFA
1865
Capstone Financial Advisors
Illinois
$796K -$22.9K -366 -3%
MWM
1866
Moulton Wealth Management
Washington
$796K +$29.9K +478 +4%
AAM
1867
Auxier Asset Management
Oregon
$795K -$32.8K -525 -4%
BIM
1868
Barton Investment Management
Pennsylvania
$795K – – –
ACM
1869
Advisors Capital Management
New Jersey
$794K -$231K -3,696 -22%
MAM
1870
Morse Asset Management
Connecticut
$794K -$10.1K -162 -1%
HCMG
1871
Howard Capital Management Group
California
$791K -$60.8K -973 -7%
CSIA
1872
Carl Stuart Investment Advisor
Texas
$791K +$808K +12,928 New
VAS
1873
Valicenti Advisory Services
New York
$789K -$25K -400 -3%
NCM
1874
Novare Capital Management
North Carolina
$788K +$74K +1,184 +10%
TA
1875
TrueWealth Advisors
Alabama
$787K -$121K -1,933 -13%
73 74
75
76 77