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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2826
Planning Directions
Pennsylvania
$566K +$36.9K +351 +7%
CBNLCF
2827
Cognios Beta Neutral Large Cap Fund
Kansas
$566K – – –
WCM
2828
Wallace Capital Management
Texas
$566K +$39.1K +372 +7%
OFS
2829
Orrstown Financial Services
Pennsylvania
$565K +$594K +5,656 New
KIC
2830
Kensington Investment Counsel
California
$565K – – –
IIA
2831
IPG Investment Advisors
California
$565K +$594K +5,650 New
SWS
2832
SYSTM Wealth Solutions
Illinois
$565K -$118K -1,126 -17%
FP
2833
Financial Perspectives
Minnesota
$564K +$105 +1 +0%
AAM
2834
Augustine Asset Management
Florida
$563K -$59.6K -567 -9%
CCFM
2835
Clear Creek Financial Management
Washington
$563K +$19.9K +189 +3%
BA
2836
Brightwater Advisory
Florida
$563K +$591K +5,627 New
KNW
2837
Kesler Norman & Wride
Utah
$561K +$238K +2,265 +68%
RW
2838
RVW Wealth
California
$560K – – –
BF
2839
Brogan Financial
Tennessee
$560K +$5.68K +54 +1%
MW
2840
Maia Wealth
Colorado
$558K +$587K +5,585 New
HWM
2841
Horizon Wealth Management
Illinois
$558K +$56K +533 +11%
AM
2842
Atwater Malick
Pennsylvania
$558K +$6.31K +60 +1%
KFS
2843
Kelly Financial Services
Massachusetts
$558K +$2K +19 +0.3%
SSA
2844
South Street Advisors
New York
$558K +$32.4K +308 +6%
TAM
2845
TCP Asset Management
Ohio
$556K +$15.1K +144 +3%
DWA
2846
Delap Wealth Advisory
Oregon
$555K +$583K +5,548 New
WAM
2847
Worth Asset Management
Texas
$554K +$46.5K +442 +9%
PWP
2848
Phillips Wealth Planners
Mississippi
$553K -$8.62K -82 -1%
HAS
2849
Holland Advisory Services
Florida
$551K -$105K -1,000 -15%
NAMNJ
2850
NorthStar Asset Management (New Jersey)
New Jersey
$550K +$578K +5,501 New
112 113
114
115 116