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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
3351
Signature Wealth Management Group
Georgia
$345K +$3.77K +36 +1%
SL
3352
Summitry LLC
California
$344K +$8.06K +77 +3%
BWA
3353
BlueSky Wealth Advisors
North Carolina
$343K – – –
CIA
3354
Cascade Investment Advisors
Oregon
$342K – – –
SCP
3355
Sandhill Capital Partners
New York
$342K – – –
SWA
3356
ShankerValleau Wealth Advisors
Illinois
$342K – – –
FL
3357
Fort LP
Maryland
$341K -$28.9K -276 -9%
GSC
3358
G&S Capital
Colorado
$341K -$15.3K -146 -5%
BP
3359
BCK Partners
New York
$341K – – –
NA
3360
Nottingham Advisors
New York
$340K -$5.23K -50 -1%
ERIM
3361
Eagle Ridge Investment Management
Connecticut
$338K – – –
LFG
3362
Lockerman Financial Group
California
$338K +$26.8K +256 +10%
CC
3363
Copperleaf Capital
North Carolina
$337K +$2.41K +23 +0.8%
BWM
3364
Boyd Wealth Management
California
$336K – – –
MPCL
3365
My Personal CFO LLC
Washington
$336K -$5.23K -50 -2%
MFGM
3366
Marshall Financial Group (Maryland)
Maryland
$335K +$4.08K +39 +1%
CW
3367
Cook Wealth
North Carolina
$335K – – –
LWM
3368
Laidlaw Wealth Management
New York
$335K -$986K -9,425 -77%
CSA
3369
Cottage Street Advisors
Massachusetts
$334K +$301K +2,875 New
AWM
3370
Atticus Wealth Management
Florida
$333K -$120K -1,150 -29%
LSC
3371
Lesa Sroufe & Co
Washington
$332K – – –
NFP
3372
Narus Financial Partners
Utah
$331K -$8.89K -85 -3%
BWM
3373
BKM Wealth Management
Wisconsin
$330K +$7.53K +72 +3%
AIFAIM
3374
American Institute for Advanced Investment Management
Arizona
$330K +$33.6K +321 +13%
HP
3375
HT Partners
Connecticut
$330K -$8.58K -82 -3%
133 134
135
136 137