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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
3076
Financial Planning & Information Services
Wisconsin
$482K – – –
AWM
3077
Avondale Wealth Management
Texas
$482K +$102K +975 +31%
CIP
3078
Capital Insight Partners
Arizona
$482K -$48.3K -462 -10%
MHB
3079
Midwest Heritage Bank
Iowa
$482K +$314 +3 +0.1%
OC
3080
Oarsman Capital
Wisconsin
$481K -$357K -3,416 -45%
PFWA
3081
Paces Ferry Wealth Advisors
Georgia
$479K -$8.58K -82 -2%
LIP
3082
Lighthouse Investment Partners
Florida
$478K -$5.23M -50,008 -92%
SSCM
3083
Spectrum Strategic Capital Management
Oregon
$478K – – –
NF
3084
Norwood Financial
Pennsylvania
$477K +$64.9K +620 +18%
TI
3085
Truepoint Inc
Ohio
$476K -$890K -8,509 -68%
DWM
3086
Defined Wealth Management
Oregon
$476K +$16K +153 +4%
CPL
3087
CAP Partners LLC
Tennessee
$475K -$11.7K -112 -3%
WFA
3088
WestHill Financial Advisors
California
$475K -$3.66K -35 -0.8%
MIA
3089
MainStreet Investment Advisors
Illinois
$474K -$141K -1,350 -25%
SFA
3090
Souders Financial Advisors
Ohio
$474K +$24.7K +236 +6%
IIA
3091
Integral Investment Advisors
California
$474K +$431K +4,120 New
HS
3092
Horan Securities
United States
$472K +$732 +7 +0.2%
AFTS
3093
American Financial & Tax Strategies
New York
$472K – – –
PWM
3094
Palumbo Wealth Management
New York
$472K +$26.9K +257 +7%
AFG
3095
Albion Financial Group
Utah
$471K +$85.1K +813 +25%
HCM
3096
HMS Capital Management
Tennessee
$471K -$143K -1,364 -25%
TPW
3097
Transatlantique Private Wealth
New York
$468K – – –
AI
3098
Auour Investments
Massachusetts
$468K – – –
CWM
3099
Collaborative Wealth Management
Florida
$467K – – –
AWP
3100
Atlas Wealth Partners
Pennsylvania
$466K – – –
122 123
124
125 126