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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2876
Westside Investment Management
California
$451K – – –
WAM
2877
Weinberger Asset Management
California
$450K – – –
SWM
2878
Shelton Wealth Management
Texas
$450K – – –
BEAM
2879
Baker Ellis Asset Management
Washington
$448K +$8.73K +80 +2%
V
2880
ViaWealth
Kansas
$448K -$43.6K -400 -9%
CWM
2881
Collaborative Wealth Management
Florida
$447K -$1.2K -11 -0.3%
BOCM
2882
Bontempo Ohly Capital Management
Maryland
$447K – – –
WBG
2883
Wharton Business Group
Pennsylvania
$446K – – –
TCMP
2884
Thrive Capital Management (Pennsylvania)
Pennsylvania
$446K +$32.1K +294 +8%
DWM
2885
Denver Wealth Management
Colorado
$446K +$1.96K +18 +0.4%
AWA
2886
Alaska Wealth Advisors
Alaska
$445K -$43.6K -400 -9%
JCM
2887
Jacobsen Capital Management
Utah
$445K -$112K -1,028 -20%
FAM
2888
Flaharty Asset Management
Florida
$445K – – –
FPIS
2889
Financial Planning & Information Services
Wisconsin
$445K – – –
TI
2890
Truepoint Inc
Ohio
$445K +$79K +724 +21%
NQWM
2891
Northwest Quadrant Wealth Management
Oregon
$444K +$1.31K +12 +0.3%
AWA
2892
Alta Wealth Advisors
Massachusetts
$443K +$451K +4,131 New
FIBT
2893
First International Bank & Trust
North Dakota
$442K -$5.13K -47 -1%
OIM
2894
Orca Investment Management
Oregon
$440K +$4.15K +38 +0.9%
PWM
2895
PRW Wealth Management
Massachusetts
$440K +$4.47K +41 +1%
SF
2896
Safeguard Financial
Wisconsin
$440K +$17.2K +158 +4%
AP
2897
Arlington Partners
Alabama
$439K +$27.5K +252 +7%
SFS
2898
Security Financial Services
Indiana
$439K – – –
SEP
2899
Southland Equity Partners
Missouri
$438K -$7.31K -67 -2%
NPF
2900
Norris Perne & French
Michigan
$438K +$6.98K +64 +2%
114 115
116
117 118