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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
3301
Columbia Advisory Partners
Washington
$517K -$4.49K -30 -0.8%
SPI
3302
Santori & Peters Inc
Pennsylvania
$516K -$56.6K -378 -9%
CYG
3303
Clean Yield Group
Vermont
$516K – – –
TFA
3304
Tobias Financial Advisors
Florida
$515K – – –
GFP
3305
Gainline Financial Partners
Colorado
$514K +$563K +3,763 New
OPWM
3306
Oakwell Private Wealth Management
Texas
$514K +$39.4K +263 +8%
MAA
3307
Matrix Asset Advisors
New York
$513K -$13.9K -93 -2%
SWA
3308
Strata Wealth Advisors
Texas
$512K -$407K -2,717 -42%
FCM
3309
Fortis Capital Management
Washington
$512K +$23K +154 +4%
TRIA
3310
Trail Ridge Investment Advisors
Colorado
$512K – – –
WAG
3311
Wallace Advisory Group
California
$512K -$6.44K -43 -1%
SWA
3312
ShankerValleau Wealth Advisors
Illinois
$512K – – –
AAM
3313
Aureus Asset Management
Massachusetts
$511K – – –
B
3314
Bellecapital
Switzerland
$510K – – –
TPWA
3315
Twin Peaks Wealth Advisors
California
$510K +$15.4K +103 +3%
WFPG
3316
Waller Financial Planning Group
Ohio
$509K +$27.8K +186 +5%
SMBT
3317
Southern Michigan Bank & Trust
Michigan
$509K -$22.7K -152 -4%
TFP
3318
Tilia Fiduciary Partners
North Carolina
$508K -$11.5K -77 -2%
ABLA
3319
Alan B. Lancz & Associates
Ohio
$508K – – –
KFP
3320
Kerr Financial Planning
California
$507K -$15.4K -103 -3%
MCM
3321
Mattern Capital Management
Colorado
$507K +$31.6K +211 +6%
GSC
3322
G&S Capital
Colorado
$507K -$1.35K -9 -0.2%
WF
3323
Warner Financial
Maryland
$507K +$1.05K +7 +0.2%
MFS
3324
Miller Financial Services
Michigan
$506K +$554K +3,702 New
AAIM
3325
Asset Advisors Investment Management
Georgia
$506K – – –
131 132
133
134 135