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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3076
Fortress Wealth Management
California
$345K – – –
PIAS
3077
PCA Investment Advisory Services
Ohio
$345K +$347K +3,141 New
HS
3078
Horan Securities
United States
$344K +$22K +199 +7%
HIC
3079
Hartline Investment Corp
Illinois
$344K – – –
TC
3080
Truvestments Capital
Florida
$343K -$7.19K -65 -2%
SWP
3081
Summit Wealth Partners
Florida
$343K +$442 +4 +0.1%
TIM
3082
Tortoise Investment Management
New York
$342K +$1.66K +15 +0.5%
RWMH
3083
Riverpoint Wealth Management Holdings
Illinois
$342K +$344K +3,114 +44,486%
QFA
3084
Quantum Financial Advisors
California
$342K – – –
LCM
3085
Liberty Capital Management
Michigan
$342K – – –
EAM
3086
Eukles Asset Management
Ohio
$341K -$100K -905 -23%
WPIC
3087
White Pine Investment Company
Michigan
$340K – – –
AWA
3088
Acorn Wealth Advisors
Michigan
$340K +$68.1K +616 +25%
CI
3089
Ceera Investments
Texas
$339K -$6.08K -55 -2%
BP
3090
BCK Partners
New York
$339K – – –
CAGAS
3091
Capital Advisory Group Advisory Services
Minnesota
$338K +$26.8K +242 +9%
EP
3092
Essential Planning
New Hampshire
$337K -$36.8K -333 -10%
SMG
3093
Smart Money Group
Texas
$337K +$42K +380 +15%
CWA
3094
Canvas Wealth Advisors
Kansas
$336K -$23.7K -214 -7%
IEFM
3095
IQ EQ Fund Management
Ireland
$336K +$339K +3,067 New
PWM
3096
Purus Wealth Management
California
$335K +$2.65K +24 +0.8%
OCFG
3097
O'Connor Financial Group
Illinois
$335K +$338K +3,052 New
MCG
3098
McCollum Christoferson Group
New York
$335K – – –
ACM
3099
Avalon Capital Management
California
$334K – – –
SLA
3100
Silver Lake Advisory
Utah
$334K +$337K +3,050 New
122 123
124
125 126