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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3076
Drake & Associates
Wisconsin
$201K +$210K +2,300 New
FFIC
3077
First Fiduciary Investment Counsel
Ohio
$201K +$210K +2,300 New
QPW
3078
Quantum Private Wealth
Florida
$201K +$211K +2,308 New
CWM
3079
Cranbrook Wealth Management
Michigan
$200K – – –
AWM
3080
Abound Wealth Management
Tennessee
$195K +$204K +2,230 New
WWM
3081
Wolff Wiese Magana
California
$191K -$35.1K -385 -15%
CWA
3082
Clearview Wealth Advisors
Oregon
$191K +$1.55K +17 +0.8%
SFO
3083
Standard Family Office
South Dakota
$187K – – –
PFT
3084
Providence First Trust
Arizona
$186K -$35.8K -392 -16%
LPP
3085
Life Planning Partners
Florida
$186K – – –
CMA
3086
Cedar Mountain Advisors
Oregon
$182K – – –
WPWM
3087
Western Pacific Wealth Management
Illinois
$181K +$162K +1,777 +592%
S
3088
Surevest
California
$177K +$274 +3 +0.1%
HFS
3089
HBC Financial Services
Washington
$173K +$183 +2 +0.1%
AWM
3090
Ameliora Wealth Management
Switzerland
$172K +$160K +1,755 New
HL
3091
Harding Loevner
New Jersey
$171K +$178K +1,955 New
SPWM
3092
Spartan Planning & Wealth Management
North Carolina
$169K -$129K -1,413 -42%
JSAM
3093
J. Safra Asset Management
New York
$168K – – –
RF
3094
Robbins Farley
New Hampshire
$159K – – –
APW
3095
Axim Planning & Wealth
Ohio
$157K +$165K +1,802 New
LD
3096
Lipe & Dalton
New York
$155K – – –
WB
3097
West Bancorporation
Iowa
$149K +$136K +1,486 +688%
ST
3098
Sageworth Trust
Pennsylvania
$148K – – –
APC
3099
Aspire Private Capital
North Carolina
$147K -$22.1K -242 -13%
GITFIT
3100
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$144K +$82.2K +900 +120%
122 123
124
125 126