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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3226
Auour Investments
Massachusetts
$463K – – –
TI
3227
Truepoint Inc
Ohio
$463K -$8.73K -75 -2%
AWP
3228
Atlas Wealth Partners
Pennsylvania
$462K – – –
LI
3229
LVZ Inc
Michigan
$462K +$43.1K +370 +10%
TIM
3230
Tortoise Investment Management
New York
$460K +$7.34K +63 +2%
PO
3231
Private Ocean
California
$460K +$28.4K +244 +7%
AWP
3232
Abacus Wealth Partners
California
$460K -$25.5K -219 -5%
MFS
3233
McNamara Financial Services
Massachusetts
$459K +$35.4K +304 +8%
WAG
3234
Wallace Advisory Group
California
$458K -$16.3K -140 -3%
ZIG
3235
Zuckerman Investment Group
Illinois
$458K -$32.5K -279 -7%
RMF
3236
Red Mountain Financial
Colorado
$457K +$462K +3,969 New
CGF
3237
Constant Guidance Financial
Massachusetts
$457K -$423K -3,636 -48%
HWMG
3238
Hurlow Wealth Management Group
Indiana
$456K +$1.63K +14 +0.4%
GBWM
3239
Granite Bay Wealth Management
New Hampshire
$456K +$143K +1,231 +45%
OIM
3240
Orca Investment Management
Oregon
$456K +$22.9K +197 +5%
TFA
3241
Tobias Financial Advisors
Florida
$454K +$67.9K +583 +17%
ODG
3242
O'Dell Group
Ohio
$454K – – –
IWM
3243
Iams Wealth Management
Nebraska
$454K +$459K +3,945 New
HWMC
3244
Heritage Wealth Management (California)
California
$454K +$46.1K +396 +11%
MI
3245
Moneywise Inc
Virginia
$453K +$11.6K +100 +3%
6F
3246
626 Financial
Michigan
$453K +$699 +6 +0.2%
AAIM
3247
Asset Advisors Investment Management
Georgia
$453K +$458K +3,935 New
RFM
3248
Royal Fund Management
Florida
$452K -$375K -3,224 -45%
CPG
3249
Cornerstone Planning Group
New Jersey
$452K +$3.84K +33 +0.8%
AWM
3250
Affinity Wealth Management
Delaware
$451K +$43.3K +372 +10%
128 129
130
131 132