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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2501
Ritter Daniher Financial Advisory
Ohio
$724K +$11.1K +100 +2%
WCM
2502
WealthBridge Capital Management
Ohio
$723K -$110K -993 -13%
CWM
2503
Castle Wealth Management
Florida
$722K – – –
SIA
2504
SeaBridge Investment Advisors
New Jersey
$722K +$232K +2,098 +47%
BRA
2505
Biechele Royce Advisors
Indiana
$721K -$1.22K -11 -0.2%
HPM
2506
Hoxton Planning & Management
West Virginia
$719K -$63.9K -578 -8%
RWP
2507
Revolve Wealth Partners
New Jersey
$719K +$10.2K +92 +1%
GA
2508
Geller Advisors
New York
$719K +$314K +2,837 +76%
SIC
2509
SJS Investment Consulting
Ohio
$717K -$5.09K -46 -0.7%
NPPM
2510
North Point Portfolio Managers
Ohio
$717K – – –
TWM
2511
Tanager Wealth Management
United Kingdom
$715K +$4.54K +41 +0.6%
CSB
2512
City State Bank
Iowa
$715K -$179K -1,617 -20%
UL
2513
Unionview LLC
Washington
$711K – – –
LT
2514
Legacy Trust
Michigan
$710K +$87.5K +791 +14%
SHGA
2515
Sand Hill Global Advisors
California
$709K – – –
IAP
2516
Indie Asset Partners
Indiana
$709K -$30.1K -272 -4%
MIFH
2517
Migdal Insurance & Financial Holdings
Israel
$706K -$16.6K -150 -2%
PCMM
2518
Piedmont Capital Management (Montana)
Montana
$706K -$29K -262 -4%
LFG
2519
Larson Financial Group
Missouri
$706K +$10.3K +93 +1%
SFG
2520
SNS Financial Group
Minnesota
$705K -$148K -1,335 -17%
SWM
2521
Sugarloaf Wealth Management
Georgia
$705K +$44.8K +405 +7%
HHGA
2522
Halbert Hargrove Global Advisors
California
$704K +$66.4K +600 +10%
CP
2523
Camelot Portfolios
Ohio
$704K -$44.7K -404 -6%
LCGC
2524
Legacy Capital Group California
California
$703K +$709K +6,407 New
MF
2525
Manchester Financial
California
$702K -$5.53K -50 -0.8%
99 100
101
102 103