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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2776
Palumbo Wealth Management
New York
$217K -$551K -8,823 -71%
BFP
2777
Briaud Financial Planning
Texas
$217K -$267K -4,278 -55%
TAM
2778
Trillium Asset Management
Massachusetts
$217K -$78.9K -1,262 -26%
ZAM
2779
Zevin Asset Management
Massachusetts
$217K -$42.2K -675 -16%
TC
2780
Truvestments Capital
Florida
$217K -$16.4K -263 -7%
RWM
2781
Reston Wealth Management
Virginia
$217K -$2.5K -40 -1%
SW
2782
SkyOak Wealth
Michigan
$217K -$1.25K -20 -0.6%
AA
2783
Altman Advisors
Illinois
$217K +$188K +3,003 New
PFG
2784
Pinnacle Financial Group
Illinois
$216K +$221K +3,537 New
TFP
2785
Tilia Fiduciary Partners
North Carolina
$215K +$220K +3,518 New
HIC
2786
Hartline Investment Corp
Illinois
$214K -$750 -12 -0.3%
FM
2787
Family Management
New York
$214K – – –
GA
2788
Geller Advisors
New York
$214K +$219K +3,503 New
BW
2789
Basepoint Wealth
Iowa
$214K +$218K +3,490 New
RA
2790
Rise Advisors
New York
$214K +$218K +3,490 New
SOW
2791
State of Wyoming
Wyoming
$213K -$6.81K -109 -3%
BP
2792
Broadleaf Partners
Ohio
$213K – – –
LC
2793
Legacy CG
Texas
$213K +$217K +3,478 New
TS
2794
Tamar Securities
California
$212K -$41.2K -659 -16%
ERIM
2795
Eagle Ridge Investment Management
Connecticut
$212K +$217K +3,465 New
DSN
2796
D. Scott Neal
Kentucky
$211K -$172K -2,754 -44%
HP
2797
HT Partners
Connecticut
$211K -$19.1K -306 -8%
SFA
2798
Souders Financial Advisors
Ohio
$210K -$24.9K -398 -10%
LB
2799
Legacy Bridge
Iowa
$210K – – –
TSS
2800
Two Sigma Securities
New York
$209K -$1.21M -19,365 -85%
110 111
112
113 114