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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3176
Source Financial Advisors
New York
$494K +$44.7K +384 +10%
BDFN
3177
Bond & Devick Financial Network
Minnesota
$493K +$815 +7 +0.2%
BBPWM
3178
Blue Bell Private Wealth Management
Pennsylvania
$493K +$52.8K +453 +12%
CFS
3179
Coordinated Financial Services
Colorado
$493K +$89.4K +768 +22%
MWP
3180
Madison Wealth Partners
Wisconsin
$488K +$1.86K +16 +0.4%
NEWAS
3181
N.E.W. Advisory Services
Wisconsin
$488K -$38.9K -334 -7%
PIA
3182
Pinion Investment Advisors
Kansas
$488K +$46.6K +400 +10%
PWMG
3183
Pinnacle Wealth Management Group
Michigan
$488K – – –
V
3184
ViaWealth
Kansas
$487K +$5.82K +50 +1%
EBT
3185
Enterprise Bank & Trust
Massachusetts
$487K +$6.75K +58 +1%
SAM
3186
Satovsky Asset Management
New York
$487K +$493K +4,232 New
GB
3187
Goepper Burkhardt
South Carolina
$487K -$29.1K -250 -6%
CKAIS
3188
Christensen King & Associates Investment Services
Washington
$487K -$31.6K -271 -6%
JFG
3189
JMG Financial Group
Illinois
$486K – – –
PCM
3190
Peirce Capital Management
Texas
$486K – – –
IDBONY
3191
Israel Discount Bank of New York
New York
$484K -$295K -2,530 -38%
BA
3192
Bluesphere Advisors
Pennsylvania
$484K +$87.1K +748 +22%
IIA
3193
Integral Investment Advisors
California
$483K +$10.1K +87 +2%
RPA
3194
Rock Point Advisors
Vermont
$483K -$5.24K -45 -1%
CWM
3195
Cabot Wealth Management
Massachusetts
$483K +$34.9K +300 +8%
HFS
3196
Hoge Financial Services
Pennsylvania
$483K +$44.3K +380 +10%
RFP
3197
Root Financial Partners
California
$483K +$88.6K +761 +22%
WAG
3198
Winthrop Advisory Group
Massachusetts
$482K +$2.45K +21 +0.5%
PWM
3199
Palumbo Wealth Management
New York
$482K +$15.1K +130 +3%
VAF
3200
Values Added Financial
District of Columbia
$482K +$487K +4,184 New
126 127
128
129 130