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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
2476
Blue Fin Capital
Rhode Island
$223K +$210K +4,007 New
C
2477
Certuity
Florida
$222K +$209K +3,985 New
ZAM
2478
Zevin Asset Management
Massachusetts
$221K +$208K +3,964 New
B
2479
Bridgeworth
Alabama
$221K +$208K +3,965 New
LSC
2480
Lesa Sroufe & Co
Washington
$220K +$206K +3,938 New
IIM
2481
InTrack Investment Management
Vermont
$220K +$207K +3,941 New
TFF
2482
The Family Firm
Maryland
$218K -$20K -382 -9%
DWM
2483
Defined Wealth Management
Oregon
$218K – – –
AIM
2484
Arcadia Investment Management
Michigan
$218K +$49.5K +944 +32%
NFG
2485
Norris Financial Group
South Carolina
$217K +$204K +3,889 New
MWP
2486
Madison Wealth Partners
Wisconsin
$217K – – –
CA
2487
Centerpoint Advisors
Massachusetts
$217K +$105 +2 +0.1%
SFG
2488
Sowa Financial Group
Rhode Island
$216K – – –
SCA
2489
SMH Capital Advisors
Texas
$216K +$203K +3,863 New
SAS
2490
Stelac Advisory Services
New York
$216K +$203K +3,866 New
SCM
2491
Spreng Capital Management
Ohio
$216K +$203K +3,869 New
SIA
2492
SkyView Investment Advisors
New Jersey
$216K +$203K +3,871 New
CPA
2493
Capital Planning Advisors
California
$216K +$203K +3,874 New
SOW
2494
State of Wyoming
Wyoming
$214K +$201K +3,828 New
RHFI
2495
Reilly Herbert Faulkner III
$214K +$201K +3,831 New
BCIM
2496
Bishop & Co Investment Management
Pennsylvania
$213K +$200K +3,812 New
PWM
2497
Palumbo Wealth Management
New York
$213K +$200K +3,813 New
WAG
2498
Winthrop Advisory Group
Massachusetts
$213K +$200K +3,821 New
MFW
2499
Mosaic Family Wealth
Missouri
$212K +$199K +3,790 New
NED
2500
Nancy E. Dempze
$212K +$199K +3,800 New
98 99
100
101 102