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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1926
Squar Milner Financial Services
California
$784K +$737K +8,913 New
LFS
1927
Legacy Financial Strategies
Kansas
$782K +$774K +9,355 New
FCH
1928
Freestone Capital Holdings
Washington
$779K -$29.9K -362 -4%
WMC
1929
Westwood Management Corporation
Illinois
$779K – – –
FC
1930
Ferris Capital
Massachusetts
$779K +$247K +2,989 +47%
CCM
1931
Carlson Capital Management
Minnesota
$775K -$103K -1,247 -12%
AI
1932
Accredited Investors
Minnesota
$774K -$4.46M -53,951 -85%
CA
1933
Cambridge Advisors
Nebraska
$774K +$56.1K +678 +8%
HPWM
1934
Highland Private Wealth Management
Washington
$770K +$4.47K +54 +0.6%
WFWM
1935
Wechter Feldman Wealth Management
New Jersey
$763K -$32.2K -389 -4%
PCM
1936
Perritt Capital Management
Illinois
$763K – – –
EAMA
1937
EFG Asset Management (Americas)
Florida
$758K -$263K -3,175 -26%
MFS
1938
McNamara Financial Services
Massachusetts
$748K +$12.4K +150 +2%
WIM
1939
Westside Investment Management
California
$748K +$29.8K +360 +4%
HIM
1940
Hutchens Investment Management
New Hampshire
$747K -$897K -10,850 -55%
PMFA
1941
Plante Moran Financial Advisors
Michigan
$747K +$18.8K +227 +3%
EWM
1942
Empirical Wealth Management
Washington
$746K +$217K +2,629 +42%
CGA
1943
Crescent Grove Advisors
Illinois
$745K +$83 +1 +0%
LK
1944
Lumbard & Kellner
New Hampshire
$741K – – –
HPCM
1945
High Pointe Capital Management
Illinois
$739K – – –
FCT
1946
Family Capital Trust
Massachusetts
$732K – – –
FLA
1947
Financial Life Advisors
Texas
$732K +$724K +8,757 New
DSAM
1948
Dock Street Asset Management
Florida
$730K – – –
ACP
1949
Aveo Capital Partners
Colorado
$729K +$76.7K +927 +12%
EIG
1950
Ellenbecker Investment Group
Wisconsin
$728K +$720K +8,708 New
76 77
78
79 80