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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
3176
Pinion Investment Advisors
Kansas
$304K +$86.1K +789 +39%
WAG
3177
Windsor Advisory Group
Ohio
$304K – – –
SG
3178
Sharper & Granite
California
$304K – – –
1W
3179
1776 Wealth
Georgia
$302K -$218 -2 -0.1%
EWM
3180
Elmwood Wealth Management
California
$302K – – –
BFW
3181
Brady Family Wealth
Missouri
$301K – – –
AWCI
3182
Alpine Woods Capital Investors
New York
$301K +$218 +2 +0.1%
HWM
3183
Hassell Wealth Management
Louisiana
$301K – – –
CPG
3184
Cornerstone Planning Group
New Jersey
$300K +$306K +2,801 New
VPP
3185
Vertex Planning Partners
Illinois
$300K +$37K +339 +14%
VCP
3186
Vista Capital Partners
Oregon
$299K – – –
SIA
3187
Strategic Investment Advisors
Michigan
$299K +$87.7K +804 +41%
RGI
3188
River Global Investors
United Kingdom
$298K +$303K +2,780 New
ZAM
3189
Zevin Asset Management
Massachusetts
$297K – – –
PFM
3190
Peak Financial Management
Massachusetts
$296K +$301K +2,761 New
GCM
3191
Goldstream Capital Management
Hong Kong
$296K +$100K +921 +50%
RF
3192
Robinswood Financial
Washington
$295K +$300K +2,751 New
BW
3193
Basepoint Wealth
Iowa
$295K +$3.38K +31 +1%
GKWIM
3194
Gerber Kawasaki Wealth & Investment Management
California
$295K -$764 -7 -0.3%
DJFS
3195
Dean Jacobson Financial Services
Texas
$295K – – –
CIA
3196
Cascade Investment Advisors
Oregon
$294K +$9.49K +87 +3%
I2I
3197
Insight 2811 Inc
Illinois
$293K +$298K +2,729 New
AWM
3198
Avondale Wealth Management
Texas
$292K -$73.6K -675 -20%
MCA
3199
Maryland Capital Advisors
Maryland
$292K – – –
WI
3200
WJ Interests
Texas
$292K +$315K +2,890 New
126 127
128
129 130