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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
2101
Bank of Nova Scotia Trust
Ontario, Canada
$588K -$227K -3,287 -28%
OFS
2102
OneAscent Financial Services
Alabama
$588K +$194K +2,800 +50%
FAN
2103
Financial Advisors Network
California
$587K -$94.5K -1,367 -14%
PA
2104
PSI Advisors
Florida
$586K +$581K +8,406 New
LRIC
2105
Long Road Investment Counsel
Michigan
$584K -$483K -6,984 -45%
SHA
2106
Seneca House Advisors
Virginia
$581K -$171K -2,473 -23%
BWA
2107
BDO Wealth Advisors
Florida
$580K -$27.8K -402 -5%
AIA
2108
Arbor Investment Advisors
North Carolina
$579K -$72.3K -1,045 -11%
NFG
2109
Nations Financial Group
Iowa
$579K +$14.3K +207 +3%
GAM
2110
GQ Asset Management
New York
$578K -$405K -5,850 -41%
PWAG
2111
Polaris Wealth Advisory Group
California
$578K -$66.6K -963 -10%
DA
2112
Detalus Advisors
Missouri
$577K +$571K +8,264 New
CW
2113
CreativeOne Wealth
Kansas
$576K -$16.5K -238 -3%
BCIM
2114
Bishop & Co Investment Management
Pennsylvania
$573K – – –
DLG
2115
Daniel L. Goodwin
$572K -$89.9K -1,300 -14%
SC
2116
Sepio Capital
Utah
$570K -$5.12K -74 -0.9%
AMC
2117
Asset Management Corp
Illinois
$570K +$565K +8,172 New
EBT
2118
Enterprise Bank & Trust
Massachusetts
$569K -$418K -6,050 -43%
LSAG
2119
Lake Street Advisors Group
New Hampshire
$566K +$17.8K +258 +3%
AWM
2120
AllSquare Wealth Management
New York
$565K -$26.2K -379 -4%
TFO
2121
Tarbox Family Office
California
$565K -$19.8K -287 -3%
GLR
2122
Great Lakes Retirement
Ohio
$565K +$558K +8,064 New
MGWM
2123
Marks Group Wealth Management
Minnesota
$564K +$559K +8,080 New
WC
2124
Whitney & Co
New York
$563K – – –
UCI
2125
Uncommon Cents Investing
Wisconsin
$559K +$213K +3,085 +63%
83 84
85
86 87