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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
3176
Holos Integrated Wealth
Pennsylvania
$543K – – –
MEG
3177
Millstone Evans Group
Colorado
$543K -$26.2K -236 -5%
XWM
3178
Xcel Wealth Management
Florida
$543K +$1K +9 +0.2%
E
3179
EntreWealth
Texas
$542K +$534K +4,808 New
NQWM
3180
Northwest Quadrant Wealth Management
Oregon
$541K +$1.22K +11 +0.2%
ACM
3181
Arcataur Capital Management
Wisconsin
$541K +$64.1K +577 +14%
RIA
3182
Realta Investment Advisors
Delaware
$541K -$120K -1,081 -18%
MAA
3183
Matrix Asset Advisors
New York
$541K -$6.78K -61 -1%
MKC
3184
M. Kraus & Co
Vermont
$540K -$347K -3,125 -39%
ATFA
3185
All Terrain Financial Advisors
Minnesota
$540K -$11.1K -100 -2%
AMM
3186
American Money Management
California
$540K +$49.9K +449 +10%
RG
3187
Renaissance Group
Kentucky
$539K -$17.5K -157 -3%
CIG
3188
Cairn Investment Group
Washington
$539K – – –
CNTOF
3189
Canandaigua National Trust of Florida
New York
$538K -$170K -1,531 -24%
HG
3190
Harbor Group
New Hampshire
$538K +$778 +7 +0.1%
GAAM
3191
Guinness Atkinson Asset Management
California
$538K – – –
BWM
3192
Birchcreek Wealth Management
Ohio
$537K -$8.34K -75 -2%
SCM
3193
Spreng Capital Management
Ohio
$536K +$7.45K +67 +1%
SNWA
3194
Siligmueller & Norvid Wealth Advisors
Illinois
$535K +$526K +4,736 New
SIS
3195
Strategic Investment Solutions
Illinois
$535K +$6K +54 +1%
SFM
3196
Signet Financial Management
New Jersey
$535K +$73.9K +665 +16%
PWS
3197
Proactive Wealth Strategies
Georgia
$535K +$6.78K +61 +1%
TI
3198
Truepoint Inc
Ohio
$534K -$74.7K -672 -12%
WCM
3199
Warburton Capital Management
Oklahoma
$533K +$16.7K +150 +3%
SGFG
3200
Silver Grove Financial Group
New York
$532K +$525K +4,720 New
126 127
128
129 130