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Marathon Petroleum
MPC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1201
Fountainhead AM
New Jersey
$253K +$1.2K +8 +0.5%
LRIA
1202
Leonard Rickey Investment Advisors
Washington
$253K +$229K +1,525 New
SAA
1203
Southeast Asset Advisors
Georgia
$253K – – –
NG
1204
Northstar Group
New York
$252K – – –
BWM
1205
BlackDiamond Wealth Management
New York
$252K -$6.75K -45 -3%
WPC
1206
White Pine Capital
Minnesota
$251K – – –
RDWM
1207
Red Door Wealth Management
Tennessee
$250K +$226K +1,507 New
CFSG
1208
Clark Financial Services Group
Missouri
$250K +$226K +1,506 New
MM
1209
MQS Management
New York
$247K +$223K +1,486 New
SXL
1210
Summit X LLC
Missouri
$246K +$12.1K +81 +6%
WAM
1211
Weatherly Asset Management
California
$246K – – –
ZF
1212
Zhang Financial
Michigan
$246K -$36.4K -243 -14%
PFM
1213
Patton Fund Management
Texas
$245K +$221K +1,476 New
MPWT
1214
MassMutual Private Wealth & Trust
Connecticut
$245K +$39.6K +264 +22%
SIA
1215
Schear Investment Advisers
Ohio
$242K -$68.5K -457 -24%
LWM
1216
Lionshead Wealth Management
New York
$242K -$750 -5 -0.3%
LFM
1217
LGT Fund Management
Liechtenstein
$241K – – –
OIS
1218
OneAscent Investment Solutions
Alabama
$241K +$217K +1,448 New
SWM
1219
Sculati Wealth Management
Michigan
$241K – – –
SEP
1220
Southland Equity Partners
Missouri
$241K -$15.1K -101 -7%
SW
1221
SkyOak Wealth
Michigan
$241K – – –
ATWA
1222
Arbor Trust Wealth Advisors
Michigan
$240K -$22.9K -153 -10%
SOW
1223
State of Wyoming
Wyoming
$240K +$24K +160 +12%
AWM
1224
Angeles Wealth Management
California
$239K -$108K -723 -33%
RCIM
1225
Red Cedar Investment Management
Michigan
$239K – – –
47 48
49
50 51