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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
SC
2201
Schoolcraft Capital
Colorado
$484K +$480K +6,942 New
RPWA
2202
Regent Peak Wealth Advisors
Georgia
$484K +$480K +6,942 New
FBFS
2203
First Business Financial Services
Wisconsin
$481K -$34.6K -500 -7%
MWC
2204
MBM Wealth Consultants
Missouri
$481K +$49K +708 +11%
WA
2205
Wambolt & Associates
Colorado
$479K +$3.94K +57 +0.8%
WW
2206
Westshore Wealth
California
$479K +$474K +6,858 New
FA
2207
Financial Advantage
Maryland
$478K – – –
LFG
2208
LifePlan Financial Group
Ohio
$476K +$1.25K +18 +0.3%
BRA
2209
Biechele Royce Advisors
Indiana
$470K -$7.61K -110 -2%
HWM
2210
Howard Wealth Management
Connecticut
$467K +$463K +6,701 New
SCM
2211
Smith Capital Management
Arkansas
$465K -$28K -405 -6%
CBT
2212
Central Bank & Trust
Kentucky
$465K -$13K -188 -3%
IC
2213
Intersect Capital
California
$465K +$34.8K +503 +8%
CSWG
2214
Cardinal Strategic Wealth Guidance
Kentucky
$465K +$461K +6,661 New
TAM
2215
Townsend Asset Management
North Carolina
$464K +$460K +6,650 New
Loomis, Sayles & Company
2216
Loomis, Sayles & Company
Massachusetts
$463K +$40.4K +584 +10%
WA
2217
Wheatland Advisors
Pennsylvania
$461K -$138K -2,000 -23%
ACWM
2218
Adams Chetwood Wealth Management
North Carolina
$461K +$457K +6,608 New
KFA
2219
Kelleher Financial Advisors
New York
$460K +$9.47K +137 +2%
MIM
2220
Moseley Investment Management
Florida
$459K -$89.5K -1,295 -16%
PS
2221
Portfolio Solutions
Michigan
$459K +$17.1K +248 +4%
EP
2222
EPIQ Partners
Minnesota
$459K +$455K +6,584 New
RPA
2223
Rock Point Advisors
Vermont
$458K +$5.25K +76 +1%
GC
2224
Garde Capital
Washington
$458K +$17.3K +250 +4%
TP
2225
Tranquility Partners
Tennessee
$457K +$99.2K +1,435 +28%