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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1951
Lakeside Advisors
Washington
$1.56M +$315 +3 +0%
CFFP
1952
Center for Financial Planning
Michigan
$1.56M -$15.8K -150 -1%
BPWM
1953
Badgley Phelps Wealth Managers
Washington
$1.56M -$45.5K -433 -3%
GF
1954
Goodman Financial
Texas
$1.56M -$105 -1 -0%
WQ
1955
Wealth Quarterback
New Jersey
$1.56M +$526K +5,009 +47%
WP
1956
WealthPLAN Partners
Nebraska
$1.56M -$50.1K -477 -3%
SFG
1957
Sovereign Financial Group
Connecticut
$1.55M -$143K -1,358 -8%
KPPF
1958
Klein Pavlis & Peasley Financial
California
$1.55M +$1.63M +15,526 New
UCB
1959
United Community Bank
South Carolina
$1.55M -$91.3K -869 -5%
JIR
1960
James Investment Research
Ohio
$1.55M -$66.4K -632 -4%
PSB
1961
Piscataqua Savings Bank
New Hampshire
$1.55M -$757K -7,199 -32%
MPPLM
1962
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.55M +$94.9K +903 +6%
JCFM
1963
JBR Co Financial Management
Oklahoma
$1.54M +$1.62M +15,442 New
COCM
1964
Charter Oak Capital Management
New Hampshire
$1.54M +$69.8K +664 +5%
NFG
1965
Norris Financial Group
South Carolina
$1.54M +$642K +6,108 +66%
CBT
1966
Central Bank & Trust
Kentucky
$1.53M +$586K +5,577 +58%
MCM
1967
Maple Capital Management
Vermont
$1.53M -$105K -997 -6%
CAM
1968
Cacti Asset Management
Georgia
$1.52M – – –
AIP
1969
Almanack Investment Partners
Pennsylvania
$1.52M +$18.8K +179 +1%
MA
1970
MBA Advisors
Pennsylvania
$1.52M +$631 +6 +0%
KBG
1971
Kahn Brothers Group
New York
$1.52M -$22.5K -214 -1%
MCM
1972
Monument Capital Management
Virginia
$1.52M -$2.24M -21,272 -58%
LSA
1973
L & S Advisors
California
$1.52M -$9.82M -93,461 -86%
WP
1974
Westmount Partners
California
$1.52M -$29.2K -278 -2%
LWM
1975
LJI Wealth Management
Indiana
$1.52M +$18K +171 +1%
77 78
79
80 81