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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2076
Strategic Investment Advisors
Michigan
$546K +$628K +8,002 New
MAS
2077
Managed Account Services
Florida
$545K – – –
UAS
2078
United Asset Strategies
New York
$545K +$45.7K +582 +8%
CPA
2079
Clear Perspective Advisors
Illinois
$540K -$45.5K -580 -7%
AI
2080
Accredited Investors
Minnesota
$539K -$60.4K -770 -9%
CAM
2081
Concorde Asset Management
Michigan
$536K -$25.6K -326 -4%
LG
2082
Leuthold Group
Minnesota
$534K -$56.8K -724 -8%
LG
2083
LaFleur & Godfrey
Michigan
$534K – – –
SC
2084
Sawyer & Company
Massachusetts
$533K -$11.4K -145 -2%
WTFG
2085
Wells Trecaso Financial Group
Ohio
$533K +$9.26K +118 +2%
HFP
2086
Holistic Financial Partners
Indiana
$532K +$14.1K +180 +2%
QCIG
2087
Quad-Cities Investment Group
Iowa
$528K +$23.5K +300 +4%
LB
2088
Legacy Bridge
Iowa
$528K +$608K +7,746 New
SCM
2089
Stordahl Capital Management
Colorado
$525K +$6.59K +84 +1%
CI
2090
Capital Innovations
Wisconsin
$524K -$395K -5,040 -40%
DK
2091
Darrell & King
Virginia
$524K -$85.8K -1,093 -12%
CMI
2092
Clare Market Investments
Texas
$521K +$600K +7,643 New
NED
2093
Nancy E. Dempze
$521K -$190K -2,423 -24%
HI
2094
Hendershot Investments
Virginia
$520K -$25.3K -322 -4%
LYV
2095
Live Your Vision
Pennsylvania
$520K -$18.4K -235 -3%
FFW
2096
Fusion Family Wealth
New York
$519K -$14.4K -184 -2%
RPA
2097
Rock Point Advisors
Vermont
$516K +$4.24K +54 +0.7%
CWM
2098
Circle Wealth Management
New Jersey
$514K -$233K -2,974 -28%
ACM
2099
AlphaStar Capital Management
North Carolina
$510K +$195K +2,482 +50%
CBT
2100
Central Bank & Trust
Kentucky
$509K -$42.2K -538 -7%
82 83
84
85 86