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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
2501
Trail Ridge Investment Advisors
Colorado
$481K +$47.2K +523 +10%
ZAM
2502
Zevin Asset Management
Massachusetts
$481K +$257K +2,853 +103%
OPOWM
2503
One Plus One Wealth Management
Florida
$480K – – –
DWM
2504
Denver Wealth Management
Colorado
$480K +$505K +5,603 New
AWP
2505
Abacus Wealth Partners
California
$479K +$150K +1,666 +42%
PBC
2506
Pavion Blue Capital
California
$476K – – –
LIM
2507
Lagoda Investment Management
New York
$473K -$63.1K -700 -11%
DI
2508
Diligent Investors
California
$473K -$3.07K -34 -0.6%
KFA
2509
Kelleher Financial Advisors
New York
$473K -$2.98K -33 -0.6%
RH
2510
RFG Holdings
Texas
$473K +$11.4K +126 +2%
NMG
2511
New Millennium Group
Utah
$472K -$22.1K -245 -4%
CP
2512
Covenant Partners
Tennessee
$472K – – –
FA
2513
Financial Advantage
Maryland
$471K – – –
RPGK
2514
Retirement Planning Group (Kansas)
Kansas
$470K -$11.7K -130 -2%
NCM
2515
Northside Capital Management
Oregon
$470K – – –
PIN
2516
Prudent Investors Network
California
$470K – – –
C
2517
Covestor
United Kingdom
$470K +$54.4K +603 +12%
AI
2518
AXS Investments
New York
$469K -$125K -1,388 -20%
AC
2519
Avant Capital
Louisiana
$469K +$6.95K +77 +1%
AC
2520
Addison Capital
Pennsylvania
$469K +$27.1K +300 +6%
SQA
2521
Simon Quick Advisors
New Jersey
$469K +$267K +2,963 +126%
KFS
2522
Kelly Financial Services
Massachusetts
$468K -$18.3K -203 -4%
DJYG
2523
David J. Yvars Group
Florida
$468K +$90 +1 +0%
AFG
2524
Arkansas Financial Group
Arkansas
$466K -$63.1K -700 -11%
LWA
2525
Lowe Wealth Advisors
Maryland
$466K – – –
99 100
101
102 103