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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1926
US Financial Advisors
Massachusetts
$356K -$119K -1,493 -25%
CFS
1927
Commonwealth Financial Services
West Virginia
$352K +$315K +3,946 +693%
KM
1928
Kalos Management
Georgia
$349K – – –
LCM
1929
Liberty Capital Management
Michigan
$348K -$36K -450 -9%
DRS
1930
Deane Retirement Strategies
Louisiana
$348K -$28K -350 -7%
DI
1931
Diligent Investors
California
$343K – – –
PAS
1932
Park Avenue Securities
New York
$343K +$352K +4,398 New
QCM
1933
Quadrant Capital Management
New Jersey
$341K – – –
JCM
1934
Jag Capital Management
Missouri
$341K +$1.28K +16 +0.4%
AP
1935
AHL Partners
United Kingdom
$340K -$34.7K -434 -9%
LFG
1936
LifePlan Financial Group
Ohio
$339K – – –
ACM
1937
American Capital Management
New York
$339K +$347K +4,345 New
VCP
1938
Vista Capital Partners
Oregon
$338K +$8.63K +108 +3%
TCM
1939
Tetrem Capital Management
Manitoba, Canada
$337K +$9.99K +125 +3%
LFA
1940
Landmark Financial Advisors
Kentucky
$336K -$1.59M -19,911 -82%
DSAM
1941
Dock Street Asset Management
Florida
$334K -$53.1K -664 -13%
KFA
1942
Kays Financial Advisory
Georgia
$333K +$32.1K +401 +10%
SHJ
1943
Sharkey, Howes & Javer
Colorado
$331K -$30.9K -386 -8%
SAM
1944
Shamrock Asset Management
Texas
$326K -$400K -5,000 -54%
NCM
1945
Northroad Capital Management
New York
$326K -$13.7K -171 -4%
AIA
1946
Arbor Investment Advisors
North Carolina
$326K +$4.72K +59 +1%
SIM
1947
Sterling Investment Management
Arizona
$324K +$5.44K +68 +2%
BCM
1948
Brown Capital Management
Maryland
$323K -$4.16K -52 -1%
AWMF
1949
Arbor Wealth Management (Florida)
Florida
$322K +$324K +4,048 New
VCM
1950
Vision Capital Management
Oregon
$318K +$160 +2 +0%
76 77
78
79 80