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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DSN
2801
D. Scott Neal
Kentucky
$503K +$125K +1,164 +34%
PIA
2802
Perennial Investment Advisors
California
$502K -$59.9K -559 -11%
PPW
2803
Pasadena Private Wealth
California
$502K -$7.07K -66 -1%
GM
2804
GeoWealth Management
Illinois
$501K -$14.9K -139 -3%
LB
2805
Legacy Bridge
Iowa
$501K +$118K +1,105 +32%
FWI
2806
Facet Wealth Inc
Maryland
$500K +$10.3K +96 +2%
AWA
2807
Alaska Wealth Advisors
Alaska
$500K -$2.57K -24 -0.5%
ERWM
2808
Elk River Wealth Management
Colorado
$499K +$21.4K +200 +5%
NC
2809
NovaPoint Capital
Georgia
$499K +$13.7K +128 +3%
LC
2810
Landaas & Company
Wisconsin
$497K -$58.9K -550 -11%
B
2811
Bellecapital
Switzerland
$496K -$360K -3,360 -43%
RWA
2812
Redmont Wealth Advisors
Illinois
$496K +$34.1K +318 +8%
MC
2813
Montag & Caldwell
Georgia
$496K – – –
PCM
2814
Pointe Capital Management
Michigan
$495K -$32K -299 -6%
IA
2815
IAM Advisory
Pennsylvania
$495K -$950K -8,863 -66%
SIA
2816
SeaBridge Investment Advisors
New Jersey
$494K +$480K +4,482 New
VC
2817
Veracity Capital
Georgia
$493K +$18.2K +170 +4%
RPA
2818
Rock Point Advisors
Vermont
$491K +$16.1K +150 +3%
SIM
2819
Stratos Investment Management
Ohio
$490K +$476K +4,439 New
BC
2820
Bowman & Company
Wisconsin
$489K – – –
TF
2821
Trek Financial
Arizona
$489K +$475K +4,433 New
CCMI
2822
Creative Capital Management Investments
California
$488K +$474K +4,426 New
SFS
2823
Security Financial Services
Indiana
$488K +$6.96K +65 +1%
ABLA
2824
Alan B. Lancz & Associates
Ohio
$488K – – –
AA
2825
AlphaCentric Advisors
Puerto Rico
$487K +$322K +3,005 +213%
111 112
113
114 115