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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2701
Rational Advisors
New York
$903K -$454K -3,885 -32%
IA
2702
Insight Advisors
Pennsylvania
$901K +$5.5K +47 +0.6%
IWN
2703
Independent Wealth Network
Iowa
$901K +$8.19K +70 +0.8%
BMM
2704
Buffington Mohr McNeal
Idaho
$900K +$161K +1,373 +20%
MAM
2705
Milestone Asset Management
Pennsylvania
$898K +$182K +1,554 +23%
UWPG
2706
Ullmann Wealth Partners Group
Florida
$897K +$48K +410 +5%
MFT
2707
Moisand Fitzgerald Tamayo
Florida
$896K -$4.21K -36 -0.4%
AWM
2708
AllSquare Wealth Management
New York
$895K -$5.26K -45 -0.5%
KPP
2709
Kings Path Partners
Texas
$895K – – –
WF
2710
WoodTrust Financial
Wisconsin
$893K -$44.8K -383 -4%
GAM
2711
Grandview Asset Management
Pennsylvania
$893K +$135K +1,150 +16%
EWM
2712
EPG Wealth Management
Georgia
$893K -$347K -2,969 -26%
QIM
2713
Quest Investment Management
Oregon
$893K – – –
CFO
2714
Custos Family Office
Texas
$891K +$969K +8,286 New
OFS
2715
OMC Financial Services
New York
$891K +$8.77K +75 +0.9%
AW
2716
Apricus Wealth
South Carolina
$891K +$61.3K +524 +7%
BBA
2717
Braun-Bostich & Associates
Pennsylvania
$890K -$46.2K -395 -5%
LWM
2718
Lodestone Wealth Management
Washington
$889K +$13.7K +117 +1%
LPFG
2719
Landing Point Financial Group
Ohio
$888K +$968K +8,274 New
AIIMS
2720
Analyst IMS Investment Management Services
Israel
$887K +$140K +1,193 +17%
VCM
2721
Vivaldi Capital Management
Illinois
$886K +$128K +1,097 +16%
AIMA
2722
Ables Iannone Moore & Associates
Georgia
$886K +$22.9K +196 +2%
PPA
2723
Pacific Point Advisors
California
$886K +$942K +8,055 New
SWM
2724
Sugarloaf Wealth Management
Georgia
$886K +$70K +598 +8%
BFA
2725
Benedict Financial Advisors
Georgia
$884K -$30.6K -262 -3%
107 108
109
110 111