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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2401
Channel Wealth
California
$824K +$831K +7,511 New
IVP
2402
Intrinsic Value Partners
Arizona
$823K – – –
WP
2403
WealthShield Partners
North Carolina
$822K -$56.5K -511 -6%
SAMT
2404
Select Asset Management & Trust
Pennsylvania
$821K +$5.31K +48 +0.6%
CCA
2405
Conservest Capital Advisors
Pennsylvania
$819K -$7.63K -69 -0.9%
FFL
2406
Financial Freedom LLC
Ohio
$815K +$3.98K +36 +0.5%
CPA
2407
Capital Planning Advisors
California
$813K -$28.2K -255 -3%
LWAM
2408
Legacy Wealth Asset Management
Minnesota
$813K -$16.9K -153 -2%
VFP
2409
Verus Financial Partners
Virginia
$811K +$111 +1 +0%
SRG
2410
SBB Research Group
Illinois
$806K +$6.64K +60 +0.8%
PCM
2411
Pointe Capital Management
Michigan
$805K +$316K +2,857 +64%
CCP
2412
Cassia Capital Partners
North Carolina
$804K -$8.3K -75 -1%
GP
2413
Geneva Partners
Wisconsin
$803K -$99.5K -900 -11%
TCFP
2414
Treasure Coast Financial Planning
Florida
$799K – – –
AIA
2415
Angeles Investment Advisors
California
$798K +$805K +7,278 New
UAML
2416
US Asset Management LLC
Pennsylvania
$797K -$2.99K -27 -0.4%
WEPOG
2417
Wealth Enhancement & Preservation of GA
Georgia
$796K +$133K +1,201 +20%
JF
2418
JSF Financial
California
$795K +$569K +5,147 +245%
IFWM
2419
Institute for Wealth Management
Colorado
$794K -$14.4K -130 -2%
GCP
2420
Garda Capital Partners
Minnesota
$792K +$596K +5,386 +293%
CCMW
2421
Cypress Capital Management (Wyoming)
Wyoming
$789K – – –
CWM
2422
Cahaba Wealth Management
Georgia
$788K -$12.8K -116 -2%
CSPAM
2423
Cary Street Partners Asset Management
Virginia
$788K -$111 -1 -0%
MAM
2424
McLean Asset Management
Virginia
$787K -$219K -1,979 -22%
RFM
2425
Royal Fund Management
Florida
$787K +$37.4K +338 +5%
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97
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