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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
COI
2726
Connable Office Inc
Michigan
$343K – – –
HPIA
2727
Hamilton Point Investment Advisors
North Carolina
$343K – – –
LWM
2728
Liberty Wealth Management
California
$343K +$11.1K +123 +3%
TA
2729
Trellis Advisors
Washington
$343K +$53.3K +591 +17%
OC
2730
Oarsman Capital
Wisconsin
$340K -$50.1K -555 -12%
RFO
2731
RiverGlades Family Offices
Florida
$340K – – –
FA
2732
Fiducient Advisors
Illinois
$340K +$126K +1,400 +55%
BEW
2733
Burton Enright Welch
California
$338K -$19.4K -215 -5%
MFC
2734
Morris Financial Concepts
South Carolina
$338K – – –
TC
2735
Touchstone Capital
Pennsylvania
$338K – – –
CWM
2736
CarsonAllaria Wealth Management
Illinois
$337K -$14.9K -165 -4%
SFG
2737
Sather Financial Group
Texas
$337K +$17.7K +196 +5%
PH
2738
Pinnacle Holdings
Oklahoma
$337K – – –
SCM
2739
Stevens Capital Management
Pennsylvania
$336K -$5.39M -59,764 -94%
BFC
2740
Blue Fin Capital
Rhode Island
$336K +$8.84K +98 +3%
PG
2741
Prostatis Group
Maryland
$335K -$34.8K -386 -9%
DWM
2742
Defined Wealth Management
Oregon
$335K – – –
AWM
2743
Accel Wealth Management
Iowa
$335K +$1.44K +16 +0.4%
MCP
2744
Mirador Capital Partners
California
$333K +$9.02K +100 +3%
GCA
2745
Gradient Capital Advisors
California
$333K +$16.1K +178 +5%
FVWA
2746
Foster Victor Wealth Advisors
South Carolina
$333K +$77.3K +857 +27%
NEWAS
2747
N.E.W. Advisory Services
Wisconsin
$333K +$351K +3,893 New
HCM
2748
Hilton Capital Management
New York
$332K -$109K -1,203 -24%
CIA
2749
Caerus Investment Advisors
Texas
$332K – – –
RIS
2750
Retirement Income Solutions
Michigan
$332K +$49.2K +546 +16%
108 109
110
111 112