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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1951
BCS Wealth Management
Tennessee
$719K +$93.4K +1,494 +15%
NWM
1952
Northcape Wealth Management
New York
$718K +$733K +11,734 New
BWA
1953
BDO Wealth Advisors
Florida
$714K -$40.6K -650 -5%
REMPR
1954
Roof Eidam Maycock Peralta (REMP)
California
$714K – – –
JE
1955
JMAC Enterprises
Pennsylvania
$713K +$556K +8,904 New
CA
1956
Claro Advisors
Massachusetts
$712K -$714K -11,422 -50%
XWM
1957
Xcel Wealth Management
Florida
$711K -$125K -1,994 -15%
PWP
1958
Private Wealth Partners
California
$711K +$65.1K +1,042 +10%
DW
1959
Domani Wealth
Pennsylvania
$711K +$75.6K +1,209 +12%
EP
1960
EPIQ Partners
Minnesota
$709K – – –
CCWA
1961
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$706K +$26.9K +430 +4%
EC
1962
Enhancing Capital
Pennsylvania
$706K +$721K +11,540 New
I
1963
INVST
Indiana
$704K +$56.4K +903 +11%
BBA
1964
Baader Bank Aktiengesellschaft
Germany
$703K +$718K +11,490 New
UFA
1965
US Financial Advisors
Massachusetts
$702K – – –
CAM
1966
Close Asset Management
United Kingdom
$702K +$50.2K +803 +8%
WFG
1967
Wills Financial Group
Virginia
$702K +$107K +1,707 +17%
CWM
1968
Centric Wealth Management
Illinois
$701K -$187 -3 -0%
CS
1969
Cannell & Spears
New York
$701K – – –
NF
1970
Norwood Financial
Pennsylvania
$701K +$716K +11,450 New
MMHP
1971
Murphy Middleton Hinkle & Parker
Georgia
$700K +$10.8K +172 +2%
BWCS
1972
Beirne Wealth Consulting Services
Connecticut
$700K +$50K +800 +8%
IA
1973
IAM Advisory
Pennsylvania
$699K -$62.1K -994 -9%
SP
1974
Successful Portfolios
Florida
$698K +$5K +80 +0.7%
OIA
1975
Optimum Investment Advisors
Illinois
$698K +$25.4K +406 +4%
77 78
79
80 81