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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
3026
Rockbridge Investment Management
New York
$510K -$53.3K -509 -10%
SFS
3027
Security Financial Services
Indiana
$509K +$30.1K +288 +7%
SRSA
3028
S.R. Schill & Associates
Washington
$509K +$458K +4,377 New
HWM
3029
Howard Wealth Management
Connecticut
$508K +$28.3K +270 +7%
WWP
3030
Waypoint Wealth Partners
California
$506K -$27K -258 -6%
PWA
3031
PCG Wealth Advisors
Kansas
$506K +$419 +4 +0.1%
FPGK
3032
Financial Partners Group (Kansas)
Kansas
$506K -$732 -7 -0.2%
SWS
3033
SYSTM Wealth Solutions
Illinois
$506K -$136K -1,296 -23%
IRC
3034
Investors Research Corp
Georgia
$506K -$13.1K -125 -3%
AI
3035
ArchPoint Investors
Florida
$506K – – –
SCM
3036
Silvant Capital Management
Georgia
$505K – – –
MAA
3037
Matrix Asset Advisors
New York
$505K -$20K -191 -4%
AT
3038
Arlington Trust
Alabama
$505K -$7.95K -76 -2%
AWM
3039
Ameliora Wealth Management
Switzerland
$504K – – –
BMMM
3040
Boston Mountain Money Management
Arkansas
$504K +$454K +4,336 New
AACP
3041
Advantage Alpha Capital Partners
California
$504K -$41.5K -397 -8%
CA
3042
Claris Advisors
Missouri
$502K -$21.8K -208 -5%
TCM
3043
TD Capital Management
Tennessee
$501K +$29.7K +284 +7%
IW
3044
Instrumental Wealth
Florida
$501K +$52.7K +504 +13%
WIM
3045
Westside Investment Management
California
$501K +$10.5K +100 +2%
OW
3046
Olistico Wealth
Oklahoma
$500K -$116K -1,111 -21%
BPC
3047
Banque Pictet & Cie
Switzerland
$500K +$52.3K +500 +13%
HI
3048
Hoey Investments
Pennsylvania
$498K -$48.3K -462 -10%
BDFN
3049
Bond & Devick Financial Network
Minnesota
$497K +$91.4K +874 +26%
CWM
3050
Circle Wealth Management
New Jersey
$497K -$1.57K -15 -0.3%
120 121
122
123 124