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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMC
3151
Alley Investment Management Company
Illinois
$314K +$305K +2,851 New
SPWM
3152
Spartan Planning & Wealth Management
North Carolina
$314K +$97.4K +909 +47%
CAGAS
3153
Capital Advisory Group Advisory Services
Minnesota
$313K -$7.71K -72 -2%
EBT
3154
Enterprise Bank & Trust
Massachusetts
$313K +$304K +2,838 New
UOTTAIMCU
3155
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$313K -$874K -8,156 -74%
SFG
3156
Socha Financial Group
New York
$313K +$304K +2,837 New
CASB
3157
Cape Ann Savings Bank
Massachusetts
$312K -$19.3K -180 -6%
CWM
3158
Cherrydale Wealth Management
New Jersey
$312K +$43.3K +404 +17%
PW
3159
Peninsula Wealth
California
$311K -$31.8K -297 -10%
EWM
3160
Elmwood Wealth Management
California
$310K – – –
NP
3161
NS Partners
United Kingdom
$310K +$301K +2,810 New
BFW
3162
Brady Family Wealth
Missouri
$310K +$301K +2,807 New
AWCI
3163
Alpine Woods Capital Investors
New York
$309K – – –
TA
3164
Teramo Advisors
Florida
$309K – – –
FPGK
3165
Financial Partners Group (Kansas)
Kansas
$309K +$281K +2,622 New
RCM
3166
Rain Capital Management
Oregon
$309K +$300K +2,797 New
1W
3167
1776 Wealth
Georgia
$308K +$214 +2 +0.1%
VCP
3168
Vista Capital Partners
Oregon
$308K +$299K +2,790 New
CPP
3169
Capasso Planning Partners
South Carolina
$307K -$1.18K -11 -0.4%
EP
3170
Essential Planning
New Hampshire
$307K +$365K +3,410 New
ZAM
3171
Zevin Asset Management
Massachusetts
$305K – – –
OCM
3172
Objective Capital Management
Ohio
$304K +$24.5K +229 +9%
PWS
3173
Paragon Wealth Strategies
Florida
$303K +$32.8K +306 +13%
WA
3174
Wealthstream Advisors
New York
$303K +$3.75K +35 +1%
PPWM
3175
PFG Private Wealth Management
Florida
$303K +$284K +2,655 +2,886%
125 126
127
128 129