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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
2051
Old Port Advisors
Maine
$892K -$364K -4,035 -28%
Cannell & Spears
2052
Cannell & Spears
New York
$892K -$53.1K -589 -5%
Arax Advisory Partners
2053
Arax Advisory Partners
Colorado
$891K -$211K -2,335 -18%
PG
2054
Proffitt & Goodson
Tennessee
$891K -$10.8K -120 -1%
HWA
2055
Heartwood Wealth Advisors
Virginia
$891K +$349K +3,869 +59%
UIA
2056
UBP Investment Advisors
Switzerland
$890K +$942K +10,439 New
QAM
2057
Q3 Asset Management
Michigan
$889K -$305K -3,377 -25%
CSI
2058
Cross Staff Investments
New York
$889K +$90 +1 +0%
BBNA
2059
Bremer Bank National Association
Minnesota
$887K -$105K -1,166 -10%
TCM
2060
Telos Capital Management
California
$886K -$40.1K -445 -4%
FIB
2061
First Interstate Bank
Montana
$885K +$467K +5,178 +101%
WQ
2062
Wealth Quarterback
New Jersey
$885K +$933K +10,339 New
OHWP
2063
Oak Harbor Wealth Partners
North Carolina
$883K -$22K -244 -2%
PP
2064
Prospector Partners
Connecticut
$882K – – –
ZF
2065
Zhang Financial
Michigan
$881K +$58.6K +650 +7%
LA
2066
Lifeworks Advisors
Michigan
$875K -$46.7K -518 -5%
PPW
2067
Parcion Private Wealth
Washington
$874K -$25.4K -282 -3%
IP
2068
Ignite Planners
California
$873K -$66.2K -734 -7%
EWM
2069
Executive Wealth Management
Michigan
$873K -$41.3K -458 -4%
LRIC
2070
Long Road Investment Counsel
Michigan
$871K +$271K +3,000 +42%
OWA
2071
Octavia Wealth Advisors
Ohio
$868K -$22.6K -251 -2%
DWM
2072
Darwin Wealth Management
Florida
$868K -$10.5K -116 -1%
GEA
2073
Glen Eagle Advisors
New Jersey
$868K +$265K +2,938 +41%
ST
2074
Sentinel Trust
Texas
$865K – – –
OCM
2075
Osterweis Capital Management
California
$863K -$169K -1,870 -16%