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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFSC
3051
Keystone Financial Services (Colorado)
Colorado
$643K +$20.1K +172 +3%
WCM
3052
Washington Capital Management
Washington
$643K -$42.7K -365 -6%
RF
3053
Rossby Financial
Florida
$643K +$699K +5,979 New
MIM
3054
Moseley Investment Management
Florida
$643K +$40.6K +347 +6%
OFO
3055
OneAscent Family Office
Alabama
$643K +$700K +5,980 New
CPA
3056
Capital Planning Advisors
California
$643K -$220K -1,885 -24%
CC
3057
Cornerstone Capital
California
$641K +$9.47K +81 +1%
CIM
3058
Confluence Investment Management
Missouri
$641K +$38.8K +332 +6%
JSAM
3059
J. Safra Asset Management
New York
$640K +$165K +1,409 +30%
MWM
3060
MBE Wealth Management
Wisconsin
$640K -$19.8K -169 -3%
PSFG
3061
Park Square Financial Group
Georgia
$640K +$696K +5,949 New
AP
3062
Adero Partners
California
$640K +$231K +1,973 +50%
NAMNJ
3063
NorthStar Asset Management (New Jersey)
New Jersey
$638K -$31.2K -267 -4%
XSC
3064
X-Square Capital
Puerto Rico
$638K -$1.75K -15 -0.3%
CSA
3065
Cornerstone Select Advisors
Missouri
$638K +$694K +5,930 New
TAM
3066
TCP Asset Management
Ohio
$638K +$468 +4 +0.1%
BGAI
3067
Bruce G. Allen Investments
Colorado
$637K -$9.71K -83 -1%
AC
3068
Avant Capital
Louisiana
$637K +$692K +5,918 New
BW
3069
Basepoint Wealth
Iowa
$636K +$3.39K +29 +0.5%
ACM
3070
Aurdan Capital Management
Pennsylvania
$635K +$691K +5,905 New
IPAM
3071
Investment Partners Asset Management
New Jersey
$633K – – –
ME
3072
McIlrath & Eck
Washington
$633K +$33K +282 +5%
RCP
3073
Rothschild Capital Partners
New York
$630K +$685K +5,855 New
MCM
3074
M1 Capital Management
Michigan
$630K +$685K +5,853 New
HAS
3075
Holland Advisory Services
Florida
$629K +$15.8K +135 +2%
121 122
123
124 125