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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3101
Carderock Capital Management
Maryland
$341K – – –
BMCM
3102
Burns Matteson Capital Management
New York
$341K +$103K +941 +42%
WLPWM
3103
Walled Lake Planning & Wealth Management
Illinois
$341K -$32.3K -296 -9%
VAM
3104
Verity Asset Management
North Carolina
$340K +$19.2K +176 +6%
IFA
3105
Index Fund Advisors
California
$340K -$18.7K -171 -5%
PW
3106
Peninsula Wealth
California
$340K +$14.8K +136 +4%
WLIM
3107
White Lighthouse Investment Management
Massachusetts
$340K – – –
EP
3108
Essential Planning
New Hampshire
$339K +$9.82K +90 +3%
TC
3109
Truvestments Capital
Florida
$339K +$3.71K +34 +1%
MWA
3110
Mills Wealth Advisors
Texas
$339K -$13K -119 -4%
AWS
3111
Arkfeld Wealth Strategies
Nebraska
$339K +$655 +6 +0.2%
BWA
3112
Blodgett Wealth Advisors
California
$338K – – –
CFCI
3113
Comprehensive Financial Consultants Institutional
Indiana
$337K – – –
FWM
3114
Fortress Wealth Management
California
$337K – – –
GPWA
3115
Great Point Wealth Advisors
Massachusetts
$336K -$9.6K -88 -3%
CASB
3116
Cape Ann Savings Bank
Massachusetts
$335K +$43.2K +396 +14%
SWP
3117
Summit Wealth Partners
Florida
$335K +$218 +2 +0.1%
WCA
3118
Westover Capital Advisors
Delaware
$335K -$21.2K -194 -6%
BP
3119
BCK Partners
New York
$335K +$3.71K +34 +1%
SPI
3120
Santori & Peters Inc
Pennsylvania
$334K -$17.7K -162 -5%
KWM
3121
Keebeck Wealth Management
Illinois
$333K -$110K -1,008 -25%
PIAS
3122
PCA Investment Advisory Services
Ohio
$332K -$5.02K -46 -1%
WPIC
3123
White Pine Investment Company
Michigan
$332K – – –
CI
3124
Ceera Investments
Texas
$332K – – –
MSFP
3125
Mark Sheptoff Financial Planning
Connecticut
$332K +$21.8K +200 +7%
123 124
125
126 127