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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1926
Krilogy Financial
Missouri
$512K -$362K -4,427 -41%
ATIA
1927
American Trust Investment Advisors
New Hampshire
$512K +$10.2K +125 +2%
FC
1928
Ferris Capital
Massachusetts
$512K +$519K +6,346 New
FP
1929
FDO Partners
Massachusetts
$510K -$2.22M -27,172 -81%
WA
1930
WESPAC Advisors
California
$510K +$233K +2,848 +82%
CPA
1931
Clear Perspective Advisors
Illinois
$509K -$1.47K -18 -0.3%
TPW
1932
Tiller Private Wealth
Pennsylvania
$506K -$15.1K -185 -3%
MSTVIM
1933
Messner & Smith Theme Value Investment Management
California
$506K – – –
RWM
1934
Ritholtz Wealth Management
New York
$502K +$509K +6,215 New
SFS
1935
Summit Financial Strategies
Ohio
$498K +$504K +6,163 New
IP
1936
Intellectus Partners
California
$497K +$3.35K +41 +0.7%
FBFS
1937
First Business Financial Services
Wisconsin
$496K -$28.1K -343 -5%
EVC
1938
Eidelman Virant Capital
Missouri
$496K – – –
FPF
1939
FNY Partners Fund
New York
$491K -$489K -5,975 -50%
MCM
1940
Millie Capital Management
California
$489K -$82 -1 -0%
NCM
1941
Northside Capital Management
Oregon
$485K -$763K -9,321 -61%
FMA
1942
FNY Managed Accounts
New York
$484K +$371K +4,538 +310%
AIP
1943
ARS Investment Partners
New York
$483K – – –
PFM
1944
Peak Financial Management
Massachusetts
$481K -$72.2K -883 -13%
BAM
1945
Baring Asset Management
United Kingdom
$481K – – –
EWM
1946
Empirical Wealth Management
Washington
$479K +$38.2K +467 +9%
SCP
1947
Sandhill Capital Partners
New York
$475K +$20.5K +250 +4%
CAW
1948
Cornerstone Advisors (Washington)
Washington
$473K -$34.9K -426 -7%
LFG
1949
LifePlan Financial Group
Ohio
$473K +$110K +1,343 +30%
CYG
1950
Clean Yield Group
Vermont
$469K -$164K -2,000 -26%
76 77
78
79 80