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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
3301
Adero Partners
California
$371K +$11K +105 +3%
MWA
3302
MN Wealth Advisors
Kansas
$371K +$334K +3,194 New
BSHC
3303
Breed's Hill Capital
Massachusetts
$370K +$6.07K +58 +2%
SRA
3304
Secured Retirement Advisors
Minnesota
$370K +$6.28K +60 +2%
FGP
3305
Foyston, Gordon, & Payne
Ontario, Canada
$370K – – –
LFGO
3306
Legacy Financial Group (Oklahoma)
Oklahoma
$369K +$34.5K +330 +12%
TCM
3307
Towercrest Capital Management
Pennsylvania
$368K -$35.6K -340 -10%
MIFH
3308
Migdal Insurance & Financial Holdings
Israel
$368K – – –
KLWA
3309
Kelly Lawrence W & Associates
California
$368K +$82.4K +788 +33%
PIA
3310
Petredis Investment Advisors
Pennsylvania
$367K +$65.6K +627 +25%
EE
3311
EWG Elevate
California
$367K +$3.87K +37 +1%
AWA
3312
Acorn Wealth Advisors
Michigan
$365K -$10.4K -99 -3%
SFG
3313
Sunburst Financial Group
Alabama
$364K +$14.4K +138 +5%
LC
3314
Landaas & Company
Wisconsin
$363K +$2.83K +27 +0.9%
A
3315
AJOVista
Massachusetts
$362K – – –
WCA
3316
Westover Capital Advisors
Delaware
$362K – – –
EWA
3317
ERTS Wealth Advisors
Michigan
$362K -$523 -5 -0.2%
SP
3318
SWS Partners
Ohio
$362K +$26.7K +255 +9%
BTWM
3319
Brass Tax Wealth Management
Ohio
$360K +$324K +3,098 New
WPIC
3320
White Pine Investment Company
Michigan
$360K – – –
CI
3321
Ceera Investments
Texas
$360K – – –
RWM
3322
Ruedi Wealth Management
Illinois
$359K – – –
HWM
3323
Hassell Wealth Management
Louisiana
$359K – – –
CIS
3324
Capital International Sarl
California
$358K +$322K +3,078 New
UFA
3325
US Financial Advisors
Massachusetts
$357K -$14.8K -141 -4%
131 132
133
134 135