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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
2826
Zimmermann Investment Management & Planning
Pennsylvania
$300K +$13.5K +150 +4%
AIA
2827
Alera Investment Advisors
Illinois
$299K +$33.3K +369 +12%
TF
2828
TRH Financial
Iowa
$298K -$44.5K -493 -12%
BP
2829
Broadleaf Partners
Ohio
$298K – – –
WCP
2830
Welch Capital Partners
New York
$298K – – –
KLI
2831
Kelman-Lazarov Inc
Tennessee
$296K – – –
SCG
2832
Sonata Capital Group
Washington
$296K – – –
SFC
2833
SYM Financial Corp
Indiana
$296K +$3.16K +35 +1%
AFWM
2834
AMJ Financial Wealth Management
Virginia
$296K +$19.3K +214 +7%
NCM
2835
Northwest Capital Management
Oregon
$295K -$44.6K -495 -13%
PWM
2836
Palumbo Wealth Management
New York
$294K -$10.1K -112 -3%
LB
2837
Legacy Bridge
Iowa
$294K – – –
BHC
2838
Bowen Hanes & Co
Florida
$294K +$5.59K +62 +2%
VW
2839
Vance Wealth
California
$294K +$6.58K +73 +2%
WAG
2840
Winthrop Advisory Group
Massachusetts
$294K +$26K +288 +9%
BHWM
2841
Beaird Harris Wealth Management
Texas
$293K -$612K -6,783 -66%
SC
2842
Solstein Capital
California
$293K – – –
HIS
2843
Horizon Investment Services
Indiana
$293K +$902 +10 +0.3%
VAG
2844
VisionPoint Advisory Group
Texas
$293K +$2.53K +28 +0.9%
SAM
2845
Silverhawk Asset Management
Arizona
$293K +$3.07K +34 +1%
TFA
2846
Tranquilli Financial Advisor
New Jersey
$293K +$9.02K +100 +3%
MPCG
2847
Matrix Private Capital Group
New York
$292K +$2.25K +25 +0.7%
FWM
2848
ForthRight Wealth Management
Georgia
$292K +$307K +3,405 New
TI
2849
Truepoint Inc
Ohio
$291K -$45.7K -507 -13%
UID
2850
Union Investments & Development
Israel
$291K – – –
112 113
114
115 116