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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
HVP
2801
Hudson Value Partners
Florida
$505K – – –
DSN
2802
D. Scott Neal
Kentucky
$503K +$125K +1,164 +34%
PIA
2803
Perennial Investment Advisors
California
$502K -$59.9K -559 -11%
PPW
2804
Pasadena Private Wealth
California
$502K -$7.07K -66 -1%
GM
2805
GeoWealth Management
Illinois
$501K -$14.9K -139 -3%
LB
2806
Legacy Bridge
Iowa
$501K +$118K +1,105 +32%
Facet Wealth Inc
2807
Facet Wealth Inc
Maryland
$500K +$10.3K +96 +2%
AWA
2808
Alaska Wealth Advisors
Alaska
$500K -$2.57K -24 -0.5%
ERWM
2809
Elk River Wealth Management
Colorado
$499K +$21.4K +200 +5%
NC
2810
NovaPoint Capital
Georgia
$499K +$13.7K +128 +3%
LC
2811
Landaas & Company
Wisconsin
$497K -$58.9K -550 -11%
B
2812
Bellecapital
Switzerland
$496K -$360K -3,360 -43%
RWA
2813
Redmont Wealth Advisors
Illinois
$496K +$34.1K +318 +8%
MC
2814
Montag & Caldwell
Georgia
$496K – – –
PCM
2815
Pointe Capital Management
Michigan
$495K -$32K -299 -6%
IA
2816
IAM Advisory
Pennsylvania
$495K -$950K -8,863 -66%
SIA
2817
SeaBridge Investment Advisors
New Jersey
$494K +$480K +4,482 New
VC
2818
Veracity Capital
Georgia
$493K +$18.2K +170 +4%
RPA
2819
Rock Point Advisors
Vermont
$491K +$16.1K +150 +3%
SIM
2820
Stratos Investment Management
Ohio
$490K +$476K +4,439 New
BC
2821
Bowman & Company
Wisconsin
$489K – – –
TF
2822
Trek Financial
Arizona
$489K +$475K +4,433 New
CCMI
2823
Creative Capital Management Investments
California
$488K +$474K +4,426 New
SFS
2824
Security Financial Services
Indiana
$488K +$6.96K +65 +1%
ABLA
2825
Alan B. Lancz & Associates
Ohio
$488K – – –