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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2501
Castleview Partners
Texas
$734K +$52.4K +489 +8%
CC
2502
Commons Capital
Massachusetts
$734K +$3.64K +34 +0.5%
AAM
2503
Austin Asset Management
Texas
$734K – – –
AI
2504
Accredited Investors
Minnesota
$733K -$61.2K -571 -8%
CWA
2505
CM Wealth Advisors
Ohio
$733K – – –
AWM
2506
AllSquare Wealth Management
New York
$733K -$16.1K -150 -2%
FFA
2507
Fi3 Financial Advisors
Indiana
$733K +$441K +4,116 +163%
W
2508
Wealthquest
Ohio
$731K – – –
EBSAM
2509
Eubel Brady & Suttman Asset Management
Ohio
$730K – – –
PCMK
2510
Paragon Capital Management (Kansas)
Kansas
$730K +$25.9K +242 +4%
PWM
2511
Provident Wealth Management
Tennessee
$728K +$1.07K +10 +0.2%
BRA
2512
Biechele Royce Advisors
Indiana
$727K -$21.4K -200 -3%
IIC
2513
Integrated Investment Consultants
Michigan
$727K -$132K -1,234 -16%
CWM
2514
Castle Wealth Management
Florida
$727K -$132K -1,231 -16%
SIC
2515
SJS Investment Consulting
Ohio
$726K +$169K +1,574 +31%
MIFH
2516
Migdal Insurance & Financial Holdings
Israel
$726K +$16.1K +150 +2%
CFO
2517
Callan Family Office
Pennsylvania
$725K +$704K +6,573 New
BBA
2518
Baader Bank Aktiengesellschaft
Germany
$725K – – –
WF
2519
Williams Financial
Vermont
$722K -$4.5K -42 -0.6%
NPPM
2520
North Point Portfolio Managers
Ohio
$721K – – –
SC
2521
Steph & Co
Wisconsin
$721K – – –
SHFP
2522
Second Half Financial Partners
Florida
$720K -$162K -1,515 -20%
SC
2523
Schubert & Co
Texas
$720K +$2.79K +26 +0.4%
JDR
2524
Jay D. Rosenbaum
$718K +$380K +3,550 +120%
RDFA
2525
Ritter Daniher Financial Advisory
Ohio
$717K -$10.7K -100 -2%
99 100
101
102 103