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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2551
Coppell Advisory Solutions
Texas
$693K +$99.5K +912 +16%
FFWM
2552
Future Financial Wealth Management
Ohio
$693K -$3.16K -29 -0.4%
BP
2553
Broadleaf Partners
Ohio
$693K +$169K +1,550 +32%
TWM
2554
Tanager Wealth Management
United Kingdom
$690K -$9.71K -89 -1%
MIFH
2555
Migdal Insurance & Financial Holdings
Israel
$690K – – –
CSB
2556
City State Bank
Iowa
$689K -$9.82K -90 -1%
GA
2557
Geller Advisors
New York
$689K -$14.4K -132 -2%
MF
2558
Manchester Financial
California
$688K +$1.09K +10 +0.2%
CAM
2559
Chesapeake Asset Management
New York
$686K -$358K -3,281 -34%
DP
2560
DDD Partners
Washington
$685K – – –
CQS
2561
Credential Qtrade Securities
$683K +$695K +6,370 New
VFP
2562
Verus Financial Partners
Virginia
$683K -$130K -1,188 -16%
BF
2563
Brogan Financial
Tennessee
$682K +$1.31K +12 +0.2%
SIC
2564
SJS Investment Consulting
Ohio
$681K -$21.2K -194 -3%
ALAM
2565
Asahi Life Asset Management
Japan
$679K -$670K -6,140 -49%
IWA
2566
Intercontinental Wealth Advisors
Texas
$677K -$1.96K -18 -0.3%
FP
2567
Fiduciary Planning
Florida
$677K – – –
GSIS
2568
Global Strategic Investment Solutions
Arizona
$677K -$37.3K -342 -5%
AWM
2569
AllSquare Wealth Management
New York
$676K -$13.5K -124 -2%
MWM
2570
MinichMacGregor Wealth Management
New York
$676K -$52.7K -483 -7%
OTPPB
2571
Ontario Teachers' Pension Plan Board
Ontario, Canada
$676K -$1.47M -13,495 -68%
RW
2572
REDW Wealth
New Mexico
$675K -$9.93K -91 -1%
CAWM
2573
Capital Advisors Wealth Management
Washington
$674K +$42.1K +386 +7%
EGM
2574
Engineers Gate Manager
New York
$674K +$686K +6,285 New
MM
2575
MQS Management
New York
$673K +$685K +6,275 New
101 102
103
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