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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
3076
Strategic Investment Solutions
Illinois
$429K -$11.7M -111,792 -96%
CWM
3077
Circle Wealth Management
New Jersey
$429K +$2.94K +28 +0.7%
SHJ
3078
Sharkey, Howes & Javer
Colorado
$429K +$228K +2,167 +102%
RPCA
3079
Running Point Capital Advisors
California
$426K -$12.2K -116 -3%
VC
3080
Veracity Capital
Georgia
$426K -$44.5K -423 -9%
RPA
3081
Rock Point Advisors
Vermont
$424K +$28.9K +275 +7%
PWMG
3082
Pinnacle Wealth Management Group
Michigan
$423K -$39.9K -380 -8%
ABLA
3083
Alan B. Lancz & Associates
Ohio
$422K -$10.5K -100 -2%
FF
3084
Farrell Financial
New York
$422K +$372K +3,535 New
CCM
3085
Chiron Capital Management
Florida
$422K +$29.7K +283 +7%
HIC
3086
Hartline Investment Corp
Illinois
$422K – – –
MWP
3087
Madison Wealth Partners
Wisconsin
$422K -$2.94K -28 -0.7%
PCM
3088
Peirce Capital Management
Texas
$422K +$444K +4,220 New
WIM
3089
Westside Investment Management
California
$421K – – –
CCM
3090
Carderock Capital Management
Maryland
$420K -$16.6K -158 -4%
CPL
3091
CAP Partners LLC
Tennessee
$420K +$442K +4,201 New
PFWA
3092
Paces Ferry Wealth Advisors
Georgia
$420K -$95.1K -905 -18%
SWM
3093
Shelton Wealth Management
Texas
$419K – – –
V
3094
ViaWealth
Kansas
$418K – – –
LIM
3095
Lagoda Investment Management
New York
$417K – – –
MI
3096
Moneywise Inc
Virginia
$417K +$37.3K +355 +9%
CPP
3097
Capasso Planning Partners
South Carolina
$417K +$438K +4,166 New
SEEDPG
3098
S.E.E.D. Planning Group
New York
$415K -$12.2K -116 -3%
FPIS
3099
Financial Planning & Information Services
Wisconsin
$415K – – –
SP
3100
Stablepoint Partners
Massachusetts
$414K +$436K +4,145 New
122 123
124
125 126