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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
3176
Adero Partners
California
$347K +$12.6K +115 +4%
CAM
3177
Crestone Asset Management
Colorado
$347K +$323K +2,948 New
MFC
3178
Morris Financial Concepts
South Carolina
$347K -$110K -1,000 -25%
SCP
3179
Sandhill Capital Partners
New York
$346K -$52.6K -480 -14%
MFGM
3180
Marshall Financial Group (Maryland)
Maryland
$346K -$28.8K -263 -8%
SWA
3181
ShankerValleau Wealth Advisors
Illinois
$346K – – –
DJFS
3182
Dean Jacobson Financial Services
Texas
$345K +$20.9K +191 +7%
AFG
3183
ABLE Financial Group
Arizona
$345K -$45.6K -416 -12%
LFA
3184
Landmark Financial Advisors
Kentucky
$345K +$23.9K +218 +8%
BP
3185
BCK Partners
New York
$345K -$21.2K -193 -6%
CCG
3186
Coastwise Capital Group
California
$344K -$63.9K -583 -17%
LCM
3187
Liberty Capital Management
Michigan
$343K – – –
SIA
3188
Sage Investment Advisers
New York
$343K -$9.98K -91 -3%
CPG
3189
Cornerstone Planning Group
New Jersey
$341K +$10.5K +96 +3%
B
3190
Bensler
Washington
$341K +$20.8K +190 +7%
BWM
3191
Boyd Wealth Management
California
$340K – – –
WI
3192
WJ Interests
Texas
$340K – – –
SFG
3193
Sunburst Financial Group
Alabama
$339K -$1.65K -15 -0.5%
GFL
3194
Granite FO LLC
New Hampshire
$338K -$15.8K -144 -5%
AWM
3195
Avondale Wealth Management
Texas
$338K +$16.5K +150 +6%
CWM
3196
Cherrydale Wealth Management
New Jersey
$337K +$20.9K +191 +7%
KWS
3197
Keystone Wealth Services
California
$337K -$133K -1,210 -30%
LSC
3198
Lesa Sroufe & Co
Washington
$336K -$42K -383 -12%
HWM
3199
Howard Wealth Management
Connecticut
$335K – – –
EWA
3200
ERTS Wealth Advisors
Michigan
$335K -$13.5K -123 -4%
126 127
128
129 130