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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3201
Tortoise Investment Management
New York
$480K +$11.7K +101 +3%
PCMF
3202
Private Capital Management (Florida)
Florida
$480K -$138K -1,195 -23%
NF
3203
Nvest Financial
New Hampshire
$480K +$21.8K +189 +5%
PS
3204
Planned Solutions
California
$479K +$69.9K +605 +17%
MW
3205
Melia Wealth
Oklahoma
$479K +$26.3K +228 +6%
AI
3206
Auour Investments
Massachusetts
$479K +$6.81K +59 +1%
CWM
3207
Collaborative Wealth Management
Florida
$477K +$4.62K +40 +1%
EC
3208
EdgeRock Capital
Colorado
$477K +$34.9K +302 +8%
SM
3209
Sweeney & Michel
California
$476K +$924 +8 +0.2%
AFTS
3210
American Financial & Tax Strategies
New York
$476K – – –
TCM
3211
Towercrest Capital Management
Pennsylvania
$475K -$7.74K -67 -2%
HCM
3212
HMS Capital Management
Tennessee
$475K – – –
OA
3213
Operose Advisors
Wisconsin
$475K – – –
MHB
3214
Midwest Heritage Bank
Iowa
$475K -$43.6K -378 -9%
PWMG
3215
Private Wealth Management Group
New Jersey
$474K +$1.04K +9 +0.2%
FWM
3216
Fingerlakes Wealth Management
New York
$474K +$467K +4,042 New
BFG
3217
Bouchey Financial Group
New York
$474K +$18.4K +159 +4%
SSC
3218
Syverson Strege & Co
Iowa
$473K -$115K -992 -20%
AWP
3219
Atlas Wealth Partners
Pennsylvania
$471K – – –
GC
3220
Garde Capital
Washington
$470K -$9.01K -78 -2%
MWP
3221
Madison Wealth Partners
Wisconsin
$470K -$26.7K -231 -5%
PIA
3222
Panoramic Investment Advisors
Colorado
$469K +$462K +4,000 New
GCA
3223
Gradient Capital Advisors
California
$469K +$14.8K +128 +3%
CFAM
3224
Center For Asset Management
Florida
$468K +$14.1K +122 +3%
MFS
3225
McNamara Financial Services
Massachusetts
$468K – – –
127 128
129
130 131