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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
3301
Silver Oak Advisory Group
Oregon
$527K – – –
CWMA
3302
Capstone Wealth Management (Alabama)
Alabama
$526K +$186K +1,243 +48%
SEA
3303
Stegent Equity Advisors
Texas
$526K -$68.5K -458 -11%
MF
3304
Montis Financial
Massachusetts
$526K +$76.9K +514 +15%
VFS
3305
Valpey Financial Services
New Hampshire
$525K – – –
GCP
3306
Gill Capital Partners
Colorado
$525K -$57.5K -384 -9%
SI
3307
Stonekeep Investments
New Mexico
$525K +$574K +3,837 New
WH
3308
Wallace Hart
Kentucky
$525K – – –
AI
3309
Auour Investments
Massachusetts
$524K – – –
SJL
3310
Shayne & Jacobs LLC
Tennessee
$524K – – –
COA
3311
Crown Oak Advisors
California
$523K +$3.89K +26 +0.7%
KA
3312
Kure Advisory
Minnesota
$523K +$3.29K +22 +0.6%
MA
3313
MKT Advisors
California
$523K -$38.9K -260 -7%
PF
3314
PlanVest Financial
Maryland
$523K -$12.1K -81 -2%
OPOWM
3315
One Plus One Wealth Management
Florida
$522K – – –
BCIM
3316
Bishop & Co Investment Management
Pennsylvania
$521K – – –
TWM
3317
Topsail Wealth Management
North Carolina
$520K – – –
HIMS
3318
Hager Investment Management Services
New Hampshire
$520K +$8.08K +54 +1%
OMC
3319
Overbrook Management Corp
New York
$520K +$3.29K +22 +0.6%
RIA
3320
RPG Investment Advisory
California
$520K +$137K +917 +32%
THL
3321
Tillman Hartley LLC
Colorado
$519K -$120K -803 -17%
FNWM
3322
Financial Network Wealth Management
Utah
$519K – – –
SA
3323
Sonoma Allocations
California
$518K -$67.3K -450 -11%
AWMS
3324
Advocacy Wealth Management Services
Georgia
$518K +$108K +719 +23%
RS
3325
Retirement Solution
Washington
$517K +$233K +1,554 +70%
131 132
133
134 135