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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
2401
Litman Gregory Wealth Management
California
$30K -$95.9K -1,200 -75%
RCC
2402
Red Cedar Capital
Nebraska
$30K – – –
AWM
2403
Aevitas Wealth Management
Massachusetts
$21K -$24K -300 -51%
PRS
2404
Pinkerton Retirement Specialists
Idaho
$20K -$3.6K -45 -14%
AS
2405
Altshuler Shaham
Israel
$17K -$80 -1 -0.4%
BL
2406
Balentine LLC
Georgia
$15K -$6.13M -76,746 -100%
BCMIO
2407
Beacon Capital Management Inc (Ohio)
Ohio
$15K – – –
PCC
2408
Park Circle Company
Maryland
$15K – – –
CWM
2409
Cedar Wealth Management
California
$14K +$7.99K +100 +122%
FM
2410
Forward Management
California
$12K -$1.2K -15 -8%
ST
2411
Sageworth Trust
Pennsylvania
$11K +$11.7K +146 New
RWG
2412
Regal Wealth Group
California
$9K – – –
SQA
2413
Simon Quick Advisors
New Jersey
$8K – – –
AWMS
2414
Advocacy Wealth Management Services
Georgia
$7K -$4K -50 -33%
TFA
2415
Transamerica Financial Advisors
Florida
$7K -$3.52K -44 -33%
PS
2416
Portfolio Strategies
New York
$7K – – –
HA
2417
Hamel Associates
New Jersey
$6.33K +$124K +1,557 +2%
PHK
2418
Point72 Hong Kong
Hong Kong
$6K +$5.12K +64 +492%
TJHA
2419
Thomas J. Herzfeld Advisors
Florida
$5K -$23.2K -290 -80%
TI
2420
Truepoint Inc
Ohio
$4.47K -$232K -2,903 -90%
AIM
2421
Assured Investment Management
New York
$4K -$12M -149,681 -100%
JAM
2422
JCIC Asset Management
Ontario, Canada
$4K +$3.84K +48 New
TCA
2423
Tortoise Capital Advisors
Kansas
$3K – – –
IF
2424
Ironwood Financial
Arizona
$2K – – –
JT
2425
Jump Trading
Illinois
$2K +$1.84K +23 New
95 96
97
98 99