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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
3251
American Institute for Advanced Investment Management
Arizona
$271K +$10.7K +100 +4%
WCF
3252
West Coast Financial
California
$271K -$4.29K -40 -2%
NED
3253
Nancy E. Dempze
$270K – – –
LC
3254
Legacy CG
Texas
$270K – – –
BMWM
3255
Brown Miller Wealth Management
Virginia
$270K – – –
WAM
3256
WFA Asset Management
Wisconsin
$269K +$8.04K +75 +3%
CAM
3257
CPA Asset Management
Florida
$269K +$261K +2,440 New
WG
3258
Watchman Group
Texas
$269K – – –
BPCE
3259
Bank Pictet & Cie (Europe)
Germany
$267K – – –
MCM
3260
Mendel Capital Management
Arkansas
$267K +$964 +9 +0.4%
EGWAG
3261
Elwood & Goetz Wealth Advisory Group
Georgia
$267K -$19.5K -182 -7%
CPCM
3262
Cardinal Point Capital Management
Ontario, Canada
$266K +$259K +2,416 New
CPWMP
3263
Cardinal Point Wealth Management Partners
California
$266K +$259K +2,416 New
CIA
3264
Compass Ion Advisors
Pennsylvania
$266K -$10.2K -95 -4%
WMA
3265
West Michigan Advisors
Michigan
$265K -$6K -56 -2%
GWM
3266
GDS Wealth Management
Texas
$265K -$61.1K -570 -19%
DC
3267
DeDora Capital
California
$264K +$257K +2,395 New
ADBIC
3268
A.D. Beadell Investment Counsel
Wisconsin
$264K -$26.8K -250 -9%
PGWM
3269
Parisi Gray Wealth Management
New Jersey
$264K +$256K +2,393 New
TA
3270
Townsend & Associates
Colorado
$264K +$16K +149 +7%
FEM
3271
Fulcrum Equity Management
Texas
$264K -$30.2K -282 -11%
IF
3272
IRON Financial
Illinois
$264K +$256K +2,390 New
TWP
3273
Total Wealth Planning
Ohio
$263K -$42.9K -400 -14%
MPCL
3274
My Personal CFO LLC
Washington
$262K +$32.1K +300 +15,000%
JTWM
3275
Jackson Thornton Wealth Management
Alabama
$260K +$253K +2,360 New
129 130
131
132 133