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Marathon Petroleum
MPC

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
1201
Leonard Rickey Investment Advisors
Washington
$253K +$229K +1,525 New
SAA
1202
Southeast Asset Advisors
Georgia
$253K – – –
NG
1203
Northstar Group
New York
$252K – – –
BWM
1204
BlackDiamond Wealth Management
New York
$252K -$6.75K -45 -3%
WPC
1205
White Pine Capital
Minnesota
$251K – – –
RDWM
1206
Red Door Wealth Management
Tennessee
$250K +$226K +1,507 New
CFSG
1207
Clark Financial Services Group
Missouri
$250K +$226K +1,506 New
MM
1208
MQS Management
New York
$247K +$223K +1,486 New
SXL
1209
Summit X LLC
Missouri
$246K +$12.1K +81 +6%
WAM
1210
Weatherly Asset Management
California
$246K – – –
ZF
1211
Zhang Financial
Michigan
$246K -$36.4K -243 -14%
PFM
1212
Patton Fund Management
Texas
$245K +$221K +1,476 New
MPWT
1213
MassMutual Private Wealth & Trust
Connecticut
$245K +$39.6K +264 +22%
SIA
1214
Schear Investment Advisers
Ohio
$242K -$68.5K -457 -24%
LWM
1215
Lionshead Wealth Management
New York
$242K -$750 -5 -0.3%
LFM
1216
LGT Fund Management
Liechtenstein
$241K – – –
OIS
1217
OneAscent Investment Solutions
Alabama
$241K +$217K +1,448 New
SWM
1218
Sculati Wealth Management
Michigan
$241K – – –
SEP
1219
Southland Equity Partners
Missouri
$241K -$15.1K -101 -7%
SW
1220
SkyOak Wealth
Michigan
$241K – – –
ATWA
1221
Arbor Trust Wealth Advisors
Michigan
$240K -$22.9K -153 -10%
SOW
1222
State of Wyoming
Wyoming
$240K +$24K +160 +12%
AWM
1223
Angeles Wealth Management
California
$239K -$108K -723 -33%
RCIM
1224
Red Cedar Investment Management
Michigan
$239K – – –
FF
1225
Foronjy Financial
California
$239K +$215K +1,437 New
47 48
49
50 51