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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2176
Catamount Wealth Management
Connecticut
$392K +$69K +866 +21%
NIT
2177
NumerixS Investment Technologies
British Columbia, Canada
$388K -$1.22M -15,361 -76%
DAM
2178
Deltec Asset Management
New York
$386K -$1.59M -20,000 -81%
BC
2179
Bruce & Co
Illinois
$386K – – –
WLIM
2180
White Lighthouse Investment Management
Massachusetts
$386K – – –
SIS
2181
Sound Income Strategies
Florida
$386K +$7.57K +95 +2%
CI
2182
CX Institutional
Indiana
$386K +$371K +4,661 New
BPCE
2183
Bank Pictet & Cie (Europe)
Germany
$385K -$159K -2,000 -30%
MCM
2184
MV Capital Management
Maryland
$385K +$1.11K +14 +0.3%
KF
2185
Krilogy Financial
Missouri
$383K -$15.8K -198 -4%
TA
2186
Trellis Advisors
Washington
$381K -$54.3K -681 -13%
SRC
2187
Stone Run Capital
New York
$379K – – –
XSC
2188
X-Square Capital
Puerto Rico
$379K +$3.35K +42 +0.9%
JWM
2189
Janiczek Wealth Management
Colorado
$378K – – –
AAMA
2190
Advanced Asset Management Advisors
Ohio
$378K +$80 +1 +0%
TPW
2191
Tiller Private Wealth
Pennsylvania
$376K +$31.6K +396 +10%
NQWM
2192
Northwest Quadrant Wealth Management
Oregon
$375K +$20.4K +256 +6%
CCP
2193
Clarkston Capital Partners
Michigan
$374K – – –
JCM
2194
Jag Capital Management
Missouri
$372K +$2.23K +28 +0.6%
RWMH
2195
Riverpoint Wealth Management Holdings
Illinois
$372K +$18.3K +230 +5%
ACM
2196
Alethea Capital Management
Washington
$372K +$359K +4,500 New
WCWM
2197
Willow Creek Wealth Management
California
$371K -$32.6K -409 -8%
UWPG
2198
Ullmann Wealth Partners Group
Florida
$371K – – –
GC
2199
Gilbert & Cook
Iowa
$370K +$74.3K +933 +26%
S
2200
SimplyRich
California
$369K – – –
86 87
88
89 90