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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
3151
Silver Oak Advisory Group
Oregon
$386K – – –
GP
3152
Geneva Partners
Wisconsin
$386K -$256K -2,435 -39%
FWM
3153
Fonville Wealth Management
Virginia
$385K +$405K +3,855 New
MW
3154
Melia Wealth
Oklahoma
$385K +$405K +3,852 New
SFC
3155
SYM Financial Corp
Indiana
$385K +$58.4K +556 +17%
IW
3156
Instrumental Wealth
Florida
$384K +$17.1K +163 +4%
AA
3157
AJ Advisors
Tennessee
$384K +$2.94K +28 +0.7%
ZAM
3158
Zevin Asset Management
Massachusetts
$384K +$68.6K +653 +20%
SFA
3159
Souders Financial Advisors
Ohio
$384K -$210 -2 -0.1%
PWMA
3160
Pension & Wealth Management Advisors
Massachusetts
$384K +$2K +19 +0.5%
ZIMP
3161
Zimmermann Investment Management & Planning
Pennsylvania
$383K +$17.9K +170 +5%
BBNB
3162
Baker Boyer National Bank
Washington
$383K -$25.2K -240 -6%
TIM
3163
Tortoise Investment Management
New York
$383K -$5.36K -51 -1%
CCA
3164
Cottonwood Capital Advisors
Utah
$382K +$38.8K +369 +11%
BCIM
3165
Bishop & Co Investment Management
Pennsylvania
$381K +$401K +3,812 New
TC
3166
Truvestments Capital
Florida
$380K +$67K +637 +20%
WF
3167
Warner Financial
Maryland
$380K +$105 +1 +0%
BPC
3168
Banque Pictet & Cie
Switzerland
$380K -$879K -8,361 -69%
TA
3169
Teramo Advisors
Florida
$380K – – –
PWM
3170
Palumbo Wealth Management
New York
$380K +$3.78K +36 +1%
KA
3171
Kozak & Associates
Colorado
$379K +$3.26K +31 +0.8%
TW
3172
Towerpoint Wealth
California
$379K -$315 -3 -0.1%
PP
3173
Pegasus Partners
Wisconsin
$379K – – –
AC
3174
Annandale Capital
Texas
$378K -$16K -152 -4%
DFG
3175
Dupree Financial Group
Kentucky
$378K +$397K +3,780 New
125 126
127
128 129