XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2076
Planning Directions
Pennsylvania
$330K -$296K -6,589 -47%
PCMK
2077
Paragon Capital Management (Kansas)
Kansas
$329K – – –
EWF
2078
Epstein & White Financial
California
$328K -$403K -8,977 -55%
AWA
2079
Arkadios Wealth Advisors
Georgia
$327K +$59.5K +1,327 +22%
AM
2080
Atwater Malick
Pennsylvania
$327K -$29.5K -658 -8%
ACA
2081
Anchor Capital Advisors
Massachusetts
$327K -$6.73K -150 -2%
FBFS
2082
First Business Financial Services
Wisconsin
$326K -$13.5K -300 -4%
FDCC
2083
Foster Dykema Cabot & Co
Massachusetts
$326K -$11.3K -252 -3%
CCMW
2084
Cypress Capital Management (Wyoming)
Wyoming
$326K – – –
MAS
2085
Managed Account Services
Florida
$326K +$5.02K +112 +2%
BHWM
2086
Bay Harbor Wealth Management
Maryland
$325K -$21.9K -488 -6%
CA
2087
Continuum Advisory
Idaho
$324K +$8.07K +180 +2%
MIM
2088
Moseley Investment Management
Florida
$324K +$32.7K +730 +11%
AWM
2089
AllSquare Wealth Management
New York
$323K +$2.02K +45 +0.6%
TIA
2090
Tandem Investment Advisors
South Carolina
$322K +$5.29K +118 +2%
BAAM
2091
Baker Avenue Asset Management
California
$322K +$85.7K +1,910 +36%
YMRC
2092
Yorktown Management & Research Company
Virginia
$322K +$323K +7,200 New
RWB
2093
RMR Wealth Builders
New Jersey
$322K +$323K +7,202 New
MVA
2094
Mount Vernon Associates
Maryland
$321K -$2.2K -49 -0.7%
EBT
2095
Enterprise Bank & Trust
Massachusetts
$320K -$55K -1,226 -15%
SFM
2096
Signet Financial Management
New Jersey
$319K -$447K -9,974 -58%
GSIS
2097
Global Strategic Investment Solutions
Arizona
$319K -$5.52K -123 -2%
MFS
2098
McNamara Financial Services
Massachusetts
$319K – – –
SWA
2099
Sutton Wealth Advisors
Florida
$316K +$7.76K +173 +3%
CAC
2100
Certified Advisory Corp
Florida
$316K +$135 +3 +0%
82 83
84
85 86