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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2401
Insight Wealth Partners
Texas
$836K -$314K -2,930 -28%
LWAM
2402
Legacy Wealth Asset Management
Minnesota
$834K -$9.32K -87 -1%
ST
2403
Somerset Trust
Pennsylvania
$833K -$159K -1,483 -16%
CCA
2404
Conservest Capital Advisors
Pennsylvania
$831K +$808K +7,537 New
SSW
2405
Stone Summit Wealth
Florida
$830K -$26.8K -250 -3%
BBP
2406
Banco BTG Pactual
Brazil
$829K +$805K +7,515 New
MIA
2407
MainStreet Investment Advisors
Illinois
$828K -$66.1K -617 -8%
IVP
2408
Intrinsic Value Partners
Arizona
$828K -$21.4K -200 -3%
LWM
2409
Lodestone Wealth Management
Washington
$827K +$803K +7,496 New
KCG
2410
Kinsale Capital Group
Virginia
$825K +$801K +7,480 New
BFG
2411
Baron Financial Group
New Jersey
$824K – – –
GLR
2412
Great Lakes Retirement
Ohio
$824K +$800K +7,470 New
LWA
2413
Lineweaver Wealth Advisors
Ohio
$822K +$52.2K +487 +7%
SAMT
2414
Select Asset Management & Trust
Pennsylvania
$820K -$20.4K -190 -2%
AGC
2415
Aspen Grove Capital
Colorado
$820K +$797K +7,434 New
WCM
2416
Wedge Capital Management
North Carolina
$819K +$44.5K +415 +6%
SA
2417
Syntax Advisors
New York
$819K -$114K -1,065 -13%
VCG
2418
Vantage Consulting Group
Virginia
$819K -$114K -1,065 -13%
SRC
2419
Sage Rhino Capital
California
$818K +$81.5K +761 +11%
CCP
2420
Cassia Capital Partners
North Carolina
$817K +$794K +7,409 New
FFL
2421
Financial Freedom LLC
Ohio
$816K +$792K +7,396 New
LWM
2422
Lyell Wealth Management
California
$814K +$58.4K +545 +8%
IFWM
2423
Institute for Wealth Management
Colorado
$813K +$17K +159 +2%
BFP
2424
Briaud Financial Planning
Texas
$812K +$3.96K +37 +0.5%
AFS
2425
AFG Fiduciary Services
Massachusetts
$809K -$13.8K -129 -2%
95 96
97
98 99