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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
3101
Summit Wealth Partners
Florida
$344K +$2.89K +27 +0.9%
QFA
3102
Quantum Financial Advisors
California
$344K +$14.6K +136 +5%
RP
3103
Riverwater Partners
Wisconsin
$344K -$429K -4,001 -56%
LCM
3104
Liberty Capital Management
Michigan
$344K – – –
TIM
3105
Tortoise Investment Management
New York
$343K +$1.82K +17 +0.6%
CTI
3106
Community Trust & Investment
Kentucky
$342K -$161K -1,500 -33%
CWA
3107
Canvas Wealth Advisors
Kansas
$342K +$69.1K +645 +26%
WPIC
3108
White Pine Investment Company
Michigan
$342K – – –
BP
3109
BCK Partners
New York
$341K – – –
TWA
3110
TPB Wealth Advisors
Texas
$339K +$236K +2,206 New
AAM
3111
Arabesque Asset Management
United Kingdom
$338K +$329K +3,067 New
CPG
3112
Cornerstone Planning Group
New Jersey
$338K +$325K +3,035 New
MCG
3113
McCollum Christoferson Group
New York
$337K – – –
ACM
3114
Avalon Capital Management
California
$336K +$5.36K +50 +2%
GCA
3115
Gradient Capital Advisors
California
$336K +$214 +2 +0.1%
HWM
3116
Hassell Wealth Management
Louisiana
$335K +$318K +2,969 New
RFG
3117
Range Financial Group
Oregon
$335K -$110K -1,026 -25%
PWM
3118
Purus Wealth Management
California
$334K +$2.57K +24 +0.8%
R
3119
Rebalance
California
$334K +$325K +3,030 New
TNAM
3120
Terra Nova Asset Management
New York
$334K +$750 +7 +0.2%
SFG
3121
Sterling Financial Group
California
$333K +$324K +3,020 New
OPWM
3122
Oxinas Partners Wealth Management
Indiana
$332K -$11.5K -107 -3%
RWM
3123
Ruedi Wealth Management
Illinois
$331K +$322K +3,004 New
TP
3124
Tranquility Partners
Tennessee
$331K +$322K +3,003 New
KLI
3125
Kelman-Lazarov Inc
Tennessee
$331K +$2.89K +27 +0.9%
123 124
125
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