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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCM
3201
Spectrum Strategic Capital Management
Oregon
$482K – – –
CKAIS
3202
Christensen King & Associates Investment Services
Washington
$481K -$14.3K -124 -3%
NEWAS
3203
N.E.W. Advisory Services
Wisconsin
$481K -$15.8K -137 -3%
TIM
3204
Tortoise Investment Management
New York
$480K +$11.7K +101 +3%
PCMF
3205
Private Capital Management (Florida)
Florida
$480K -$138K -1,195 -23%
NF
3206
Nvest Financial
New Hampshire
$480K +$21.8K +189 +5%
PS
3207
Planned Solutions
California
$479K +$69.9K +605 +17%
MW
3208
Melia Wealth
Oklahoma
$479K +$26.3K +228 +6%
AI
3209
Auour Investments
Massachusetts
$479K +$6.81K +59 +1%
CWM
3210
Collaborative Wealth Management
Florida
$477K +$4.62K +40 +1%
EC
3211
EdgeRock Capital
Colorado
$477K +$34.9K +302 +8%
SM
3212
Sweeney & Michel
California
$476K +$924 +8 +0.2%
AFTS
3213
American Financial & Tax Strategies
New York
$476K – – –
TCM
3214
Towercrest Capital Management
Pennsylvania
$475K -$7.74K -67 -2%
HCM
3215
HMS Capital Management
Tennessee
$475K – – –
OA
3216
Operose Advisors
Wisconsin
$475K – – –
MHB
3217
Midwest Heritage Bank
Iowa
$475K -$43.6K -378 -9%
PWMG
3218
Private Wealth Management Group
New Jersey
$474K +$1.04K +9 +0.2%
FWM
3219
Fingerlakes Wealth Management
New York
$474K +$467K +4,042 New
BFG
3220
Bouchey Financial Group
New York
$474K +$18.4K +159 +4%
SSC
3221
Syverson Strege & Co
Iowa
$473K -$115K -992 -20%
AWP
3222
Atlas Wealth Partners
Pennsylvania
$471K – – –
GC
3223
Garde Capital
Washington
$470K -$9.01K -78 -2%
MWP
3224
Madison Wealth Partners
Wisconsin
$470K -$26.7K -231 -5%
PIA
3225
Panoramic Investment Advisors
Colorado
$469K +$462K +4,000 New
127 128
129
130 131