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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIS
1926
Steward Partners Investment Solutions
Oregon
$1.81M +$75.5K +722 +5%
JIR
1927
James Investment Research
Ohio
$1.8M +$2.62K +25 +0.2%
MCWS
1928
McKinley Carter Wealth Services
West Virginia
$1.8M +$229K +2,190 +16%
AO
1929
Advisor OS
Illinois
$1.8M +$245K +2,337 +18%
BPWM
1930
Badgley Phelps Wealth Managers
Washington
$1.8M -$13.3K -127 -0.8%
COCM
1931
Charter Oak Capital Management
New Hampshire
$1.8M +$5.02K +48 +0.3%
PIMG
1932
Patriot Investment Management Group
Tennessee
$1.79M -$67.8K -648 -4%
CFM
1933
Catalyst Funds Management
Australia
$1.79M +$1.61M +15,400 New
UAG
1934
United Advisor Group
Ohio
$1.79M +$1.61M +15,376 New
TAM
1935
Titleist Asset Management
Texas
$1.79M +$54.5K +521 +4%
ONSWM
1936
Old North State Wealth Management
North Carolina
$1.79M +$153K +1,458 +10%
TWM
1937
Trueblood Wealth Management
Ohio
$1.79M -$195K -1,863 -11%
VCM
1938
Virtue Capital Management
Tennessee
$1.78M -$22.9K -219 -1%
FCA
1939
FinTrust Capital Advisors
South Carolina
$1.78M +$513K +4,903 +47%
MPPLM
1940
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.77M -$19.4K -185 -1%
LWM
1941
LJI Wealth Management
Indiana
$1.77M +$4.18K +40 +0.3%
GP
1942
Greenline Partners
New York
$1.77M +$544K +5,200 +52%
WCFA
1943
Walkner Condon Financial Advisors
Wisconsin
$1.76M -$174K -1,667 -10%
MA
1944
MBA Advisors
Pennsylvania
$1.76M -$12.3K -118 -0.8%
WP
1945
Westmount Partners
California
$1.76M -$8.79K -84 -0.6%
ITIM
1946
Indiana Trust & Investment Management
Indiana
$1.75M -$148K -1,419 -9%
WA
1947
WealthTrust Axiom
Pennsylvania
$1.75M +$27K +258 +2%
PSB
1948
Piscataqua Savings Bank
New Hampshire
$1.75M -$42.5K -406 -3%
IWS
1949
Insight Wealth Strategies
California
$1.75M +$127K +1,215 +9%
KAS
1950
KPP Advisory Services
Kentucky
$1.75M -$13.1K -125 -0.8%
76 77
78
79 80