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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
3151
Enterprise Bank & Trust
Massachusetts
$313K +$1.33K +12 +0.4%
WAG
3152
Windsor Advisory Group
Ohio
$311K -$68.9K -623 -18%
SG
3153
Sharper & Granite
California
$310K -$14.4K -130 -4%
LCWP
3154
Legacy Capital Wealth Partners
Arkansas
$310K +$313K +2,830 New
1W
3155
1776 Wealth
Georgia
$309K +$2.43K +22 +0.8%
EWM
3156
Elmwood Wealth Management
California
$309K – – –
NP
3157
NS Partners
United Kingdom
$308K – – –
BFW
3158
Brady Family Wealth
Missouri
$308K – – –
SL
3159
Summitry LLC
California
$308K -$18.8K -170 -6%
SI
3160
SCP Investment
California
$307K +$310K +2,800 New
AWCI
3161
Alpine Woods Capital Investors
New York
$307K – – –
CCG
3162
Coastwise Capital Group
California
$306K -$97.6K -882 -24%
VCP
3163
Vista Capital Partners
Oregon
$306K – – –
WA
3164
Wealthstream Advisors
New York
$306K +$4.42K +40 +1%
PWS
3165
Paragon Wealth Strategies
Florida
$304K +$2.54K +23 +0.8%
HFM
3166
Harvest Fund Management
China
$304K -$948K -8,571 -76%
ZAM
3167
Zevin Asset Management
Massachusetts
$304K – – –
AL
3168
ACAS LLC
California
$303K +$3.43K +31 +1%
AWA
3169
Aletheian Wealth Advisors
Washington
$303K +$71.9K +650 +31%
GKWIM
3170
Gerber Kawasaki Wealth & Investment Management
California
$302K +$12.7K +115 +4%
EA
3171
Echo45 Advisors
California
$301K +$49.2K +445 +19%
DJFS
3172
Dean Jacobson Financial Services
Texas
$301K – – –
CFO
3173
Collective Family Office
Pennsylvania
$301K +$44.4K +401 +17%
ACM
3174
Acrisure Capital Management
Texas
$301K +$303K +2,742 New
FW
3175
FirstPurpose Wealth
Utah
$300K +$18.3K +165 +6%
125 126
127
128 129