We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1926
Holt Capital Partners
Texas
$631K – – –
SHWM
1927
Silicon Hills Wealth Management
Texas
$631K +$1.91K +32 +0.3%
PTP
1928
Platform Technology Partners
New York
$631K +$597K +10,005 New
LCM
1929
LCM Capital Management
Illinois
$630K -$1.49K -25 -0.2%
AWG
1930
Altus Wealth Group
Colorado
$630K – – –
IIM
1931
Ironwood Investment Management
Massachusetts
$629K – – –
P
1932
&Partners
Tennessee
$629K +$69.6K +1,166 +13%
FCA
1933
FinTrust Capital Advisors
South Carolina
$627K -$19.4K -325 -3%
AG
1934
AIA Group
Hong Kong
$627K +$676K +11,330 New
RC
1935
Roundview Capital
New Jersey
$626K -$43.3K -726 -7%
STB
1936
S&T Bank
Pennsylvania
$626K -$5.43K -91 -0.9%
BA
1937
Bridge Advisory
California
$626K +$2.27K +38 +0.4%
JF
1938
Jump Financial
Illinois
$625K -$488K -8,172 -45%
CSPIA
1939
Cary Street Partners Investment Advisory
Virginia
$624K -$26.9K -451 -4%
RH
1940
RFG Holdings
Texas
$622K +$35.4K +593 +6%
WA1
1941
Wimmer Associates 1
California
$622K +$96.3K +1,613 +20%
SFSG
1942
Sound Financial Strategies Group
Mississippi
$621K -$55K -922 -9%
NIM
1943
Nexus Investment Management
Ontario, Canada
$620K – – –
UAS
1944
United Asset Strategies
New York
$619K -$58.7K -983 -9%
MKC
1945
M. Kraus & Co
Vermont
$619K -$5.97K -100 -1%
CCFM
1946
Clear Creek Financial Management
Washington
$618K +$585K +9,792 New
LWA
1947
Lenox Wealth Advisors
New York
$616K +$43.6K +731 +8%
BWA
1948
Beam Wealth Advisors
Louisiana
$616K +$169K +2,836 +41%
FWP
1949
Firethorn Wealth Partners
Georgia
$614K -$179 -3 -0%
TCM
1950
Telos Capital Management
California
$610K +$34.3K +575 +6%
76 77
78
79 80