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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
3326
Orcam Financial Group
California
$225K +$227K +2,053 New
WCWM
3327
Willow Creek Wealth Management
California
$225K +$332 +3 +0.1%
PFU
3328
Parus Finance (UK)
United Kingdom
$224K -$8.1M -73,211 -97%
PIA
3329
Pinion Investment Advisors
Kansas
$224K +$22.6K +204 +11%
CM
3330
Capital Management
Virginia
$222K +$224K +2,024 New
RRC
3331
Relaxing Retirement Coach
Massachusetts
$222K – – –
CC
3332
Callan Capital
California
$221K – – –
CNWM
3333
Clay Northam Wealth Management
California
$221K – – –
CCA
3334
Column Capital Advisors
Indiana
$220K -$22.8K -206 -9%
SEM
3335
Strategic Equity Management
Arizona
$220K +$222K +2,003 New
O
3336
Ossiam
France
$219K -$30.3M -273,896 -99%
COI
3337
Connable Office Inc
Michigan
$219K -$58.8K -532 -21%
MIM
3338
Miller Investment Management
Pennsylvania
$219K – – –
NPP
3339
New Potomac Partners
Maryland
$219K – – –
PWSG
3340
Pacific Wealth Strategies Group
California
$219K – – –
MJB
3341
Mark J. Bradley
$219K +$221K +2,000 New
HAS
3342
HBW Advisory Services
California
$218K -$77K -696 -26%
SIA
3343
Strategic Investment Advisors
Michigan
$218K -$2.88K -26 -1%
SFG
3344
Steward Financial Group
Texas
$217K +$57.5K +520 +36%
RI
3345
Ridgewood Investments
New Jersey
$216K -$1.22K -11 -0.6%
BWM
3346
BlackDiamond Wealth Management
New York
$215K -$15.2K -137 -7%
RIP
3347
RAM Investment Partners
Washington
$215K -$21.9K -198 -9%
FWP
3348
Falcon Wealth Planning
California
$215K -$2.54K -23 -1%
BWL
3349
Beacon Wealthcare LLC
North Carolina
$213K – – –
JTWM
3350
Jackson Thornton Wealth Management
Alabama
$212K -$46.8K -423 -18%
132 133
134
135 136