We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1951
Sather Financial Group
Texas
$723K -$3.59M -43,463 -83%
IA
1952
Independence Advisors
Pennsylvania
$719K -$12.3K -149 -2%
DOA
1953
D'Orazio & Associates
Virginia
$716K +$108K +1,301 +18%
FBFS
1954
First Business Financial Services
Wisconsin
$713K +$189K +2,289 +37%
QIM
1955
Quest Investment Management
Oregon
$711K – – –
PV
1956
Private Vista
Illinois
$709K -$763K -9,231 -52%
SFP
1957
Shepherd Financial Partners
Massachusetts
$709K +$62.4K +754 +10%
GVT
1958
Genesee Valley Trust
New York
$706K +$18.8K +227 +3%
MPM
1959
Meritage Portfolio Management
Kansas
$705K – – –
FCMC
1960
Founders Capital Management (Connecticut)
Connecticut
$705K +$338K +4,090 +94%
WWM
1961
Windsor Wealth Management
Indiana
$699K +$691K +8,354 New
MMH
1962
Menora Mivtachim Holdings
Israel
$698K – – –
TIA
1963
Tandem Investment Advisors
South Carolina
$697K +$98.8K +1,194 +17%
SBA
1964
Secrest Blakey & Associates
North Carolina
$695K +$687K +8,307 New
EWF
1965
Epstein & White Financial
California
$694K +$662K +8,009 New
LRIC
1966
Long Road Investment Counsel
Michigan
$693K -$19.2K -232 -3%
HI
1967
Hendershot Investments
Virginia
$692K -$8.27K -100 -1%
CAC
1968
Certified Advisory Corp
Florida
$691K +$685K +8,278 New
BCI
1969
Brinker Capital Investments
Pennsylvania
$688K -$273K -3,302 -29%
WA
1970
Wheatland Advisors
Pennsylvania
$686K – – –
CCB
1971
Cutter & Co Brokerage
Missouri
$683K +$3.31K +40 +0.5%
TFO
1972
Tarbox Family Office
California
$682K -$12.7K -154 -2%
GS
1973
Gagnon Securities
New York
$682K – – –
PWS
1974
Paragon Wealth Strategies
Florida
$680K – – –
SMG
1975
Smart Money Group
Texas
$680K +$672K +8,131 New
77 78
79
80 81