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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
3226
Modus Advisors
Minnesota
$270K – – –
MCM
3227
Mendel Capital Management
Arkansas
$270K +$4.2K +38 +2%
VPP
3228
Vertex Planning Partners
Illinois
$270K -$328K -2,961 -55%
WAM
3229
WFA Asset Management
Wisconsin
$270K +$2.21K +20 +0.8%
CIA
3230
Compass Ion Advisors
Pennsylvania
$270K +$5.31K +48 +2%
TCM
3231
Traynor Capital Management
Pennsylvania
$270K -$14.3K -129 -5%
AWM
3232
Abound Wealth Management
Tennessee
$270K +$24.4K +221 +10%
WCF
3233
West Coast Financial
California
$269K – – –
AWA
3234
AmeriServ Wealth Advisors
Pennsylvania
$269K -$299K -2,700 -52%
NED
3235
Nancy E. Dempze
$269K – – –
BRG
3236
Bay Rivers Group
Virginia
$269K +$50.3K +455 +23%
LC
3237
Legacy CG
Texas
$268K – – –
MAM
3238
Montchanin Asset Management
Delaware
$268K -$22.1K -200 -8%
VF
3239
Vawter Financial
Ohio
$267K +$269K +2,432 New
QPW
3240
Quantum Private Wealth
Florida
$266K +$12.8K +116 +5%
SHJ
3241
Sharkey, Howes & Javer
Colorado
$266K -$255K -2,306 -49%
WG
3242
Watchman Group
Texas
$265K -$2.21K -20 -0.8%
CPCM
3243
Cardinal Point Capital Management
Ontario, Canada
$265K – – –
CPWMP
3244
Cardinal Point Wealth Management Partners
California
$265K – – –
UCMOK
3245
United Capital Management of KS
Kansas
$265K +$267K +2,415 New
HFS
3246
HBC Financial Services
Washington
$264K +$38.9K +352 +18%
TA
3247
TFB Advisors
Kansas
$264K +$38.4K +347 +17%
FCM
3248
Family Capital Management
Michigan
$264K -$34.8K -315 -12%
IF
3249
IRON Financial
Illinois
$263K +$1.22K +11 +0.5%
EL
3250
EWA LLC
Pennsylvania
$263K +$275K +2,487 New
128 129
130
131 132