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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2626
Conservest Capital Advisors
Pennsylvania
$822K +$2.2K +21 +0.3%
SSW
2627
Stone Summit Wealth
Florida
$821K +$28.7K +274 +4%
TFO
2628
Tarbox Family Office
California
$821K +$28.9K +276 +4%
NPPM
2629
North Point Portfolio Managers
Ohio
$817K – – –
CWM
2630
C2C Wealth Management
Arizona
$815K -$11.9K -114 -2%
JWM
2631
Jupiter Wealth Management
Colorado
$813K +$209K +2,000 +40%
NPT
2632
National Philanthropic Trust
Pennsylvania
$813K -$185K -1,769 -20%
RWP
2633
Revolve Wealth Partners
New Jersey
$812K -$1.78K -17 -0.2%
LAM
2634
Lountzis Asset Management
Pennsylvania
$812K +$47.1K +450 +7%
CSPAM
2635
Cary Street Partners Asset Management
Virginia
$812K +$31.2K +298 +4%
BSC
2636
Brown Shipley & Co
United Kingdom
$811K -$43.4K -415 -6%
Q
2637
QVR
California
$810K +$729K +6,970 New
GAM
2638
Grandview Asset Management
Pennsylvania
$810K +$37.7K +360 +5%
S
2639
Sunpointe
Missouri
$809K +$6.38K +61 +0.9%
RFA
2640
RTD Financial Advisors
Pennsylvania
$809K – – –
MLA
2641
MB, Levis & Associates
Pennsylvania
$808K +$1.88K +18 +0.3%
SIC
2642
SJS Investment Consulting
Ohio
$807K +$26.9K +257 +4%
MWM
2643
Marion Wealth Management
Pennsylvania
$801K +$34.5K +330 +5%
CVA
2644
Central Valley Advisors
California
$800K +$942 +9 +0.1%
PPW
2645
Parcion Private Wealth
Washington
$799K – – –
LAM
2646
Lingohr Asset Management
Germany
$799K +$153K +1,462 +27%
FFL
2647
Financial Freedom LLC
Ohio
$798K +$4.71K +45 +0.7%
SGK
2648
Steigerwald Gordon & Koch
Virginia
$798K +$41.5K +397 +6%
RAM
2649
Redmond Asset Management
Virginia
$797K -$20.9K -200 -3%
FA
2650
Fermata Advisors
California
$796K -$92.1K -880 -11%
104 105
106
107 108