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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
2776
Beta Wealth Group
California
$526K +$54.6K +500 +11%
LC
2777
Landaas & Company
Wisconsin
$525K +$59.5K +545 +13%
TFP
2778
Triune Financial Partners
Kansas
$523K +$532K +4,874 New
MIM
2779
Moseley Investment Management
Florida
$523K – – –
WWC
2780
Waypoint Wealth Counsel
Georgia
$522K -$810K -7,421 -60%
SPP
2781
Single Point Partners
Massachusetts
$522K +$15.7K +144 +3%
EHAM
2782
Eagle Harbor Asset Management
Washington
$519K – – –
CIG
2783
Cascade Investment Group
Colorado
$519K +$2.29K +21 +0.4%
SWM
2784
Seed Wealth Management
Illinois
$518K – – –
PCM
2785
Pennsylvania Capital Management
Pennsylvania
$518K +$982 +9 +0.2%
MAM
2786
McLean Asset Management
Virginia
$518K -$256K -2,348 -33%
FA
2787
Financial Advantage
Maryland
$517K – – –
MVA
2788
Mount Vernon Associates
Maryland
$517K – – –
FA
2789
Fountainhead AM
New Jersey
$516K -$14.5K -133 -3%
OWM
2790
OneAscent Wealth Management
Alabama
$513K -$34.9K -320 -6%
EA
2791
Evolution Advisers
Virginia
$513K -$655 -6 -0.1%
EW
2792
Element Wealth
Mississippi
$513K +$33K +302 +7%
CA
2793
Claris Advisors
Missouri
$512K +$23K +211 +5%
CANY
2794
Caxton Associates (New York)
New York
$511K -$240K -2,200 -32%
CIM
2795
Confluence Investment Management
Missouri
$511K -$16.4K -150 -3%
FWM
2796
Forefront Wealth Management
Pennsylvania
$510K +$91.9K +842 +22%
NSG
2797
Nalls Sherbakoff Group
Tennessee
$510K -$5.46K -50 -1%
RCG
2798
Resource Consulting Group
Florida
$509K -$3.82K -35 -0.7%
RFP
2799
Roth Financial Partners
Texas
$508K – – –
BA
2800
Ballew Advisors
Mississippi
$508K – – –
110 111
112
113 114