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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3151
Stephens Consulting
Michigan
$360K – – –
HP
3152
HT Partners
Connecticut
$359K -$75.7K -690 -18%
HCM
3153
Hilton Capital Management
New York
$359K -$29K -264 -8%
HWM
3154
Hemington Wealth Management
Virginia
$359K -$53.2K -485 -14%
MCG
3155
McCollum Christoferson Group
New York
$359K – – –
TWP
3156
Tempus Wealth Planning
California
$357K -$110K -1,000 -25%
CC
3157
Copperleaf Capital
North Carolina
$357K +$13.6K +124 +4%
SM
3158
Sweeney & Michel
California
$357K +$658 +6 +0.2%
BW
3159
Basepoint Wealth
Iowa
$357K +$30.9K +282 +10%
R
3160
Rebalance
California
$356K – – –
HWM
3161
HighMark Wealth Management
Minnesota
$356K +$2.3K +21 +0.7%
NCM
3162
Northwest Capital Management
Oregon
$356K +$79.1K +721 +31%
PIA
3163
Pinion Investment Advisors
Kansas
$354K +$19.5K +178 +6%
JCM
3164
J2 Capital Management
Michigan
$353K +$330K +3,006 New
MSFP
3165
Mark Sheptoff Financial Planning
Connecticut
$352K -$11K -100 -3%
AWS
3166
Arkfeld Wealth Strategies
Nebraska
$351K +$219 +2 +0.1%
SW
3167
SkyOak Wealth
Michigan
$351K +$39.9K +364 +14%
SFA
3168
Source Financial Advisors
New York
$350K -$8.12K -74 -2%
LTI
3169
Laffer Tengler Investments
Tennessee
$350K – – –
PFA
3170
Pathway Financial Advisers
Indiana
$349K +$326K +2,969 New
MS
3171
Mizuho Securities
Japan
$348K +$308K +2,810 +1,873%
SL
3172
Summitry LLC
California
$348K -$5.81K -53 -2%
WAS
3173
Winch Advisory Services
Wisconsin
$347K +$1.75K +16 +0.5%
AP
3174
Adero Partners
California
$347K +$12.6K +115 +4%
CAM
3175
Crestone Asset Management
Colorado
$347K +$323K +2,948 New
125 126
127
128 129