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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
3351
Optas LLC
Texas
$400K +$125K +1,084 +46%
RHJA
3352
Rice Hall James & Associates
California
$400K – – –
SWM
3353
Sagace Wealth Management
Florida
$400K +$148K +1,281 +66%
CM
3354
Crestline Management
Texas
$399K +$393K +3,400 New
MWA
3355
Motive Wealth Advisors
Michigan
$398K – – –
FWM
3356
Fortress Wealth Management
California
$398K -$37.4K -324 -9%
MIM
3357
Meixler Investment Management
Arizona
$398K -$8.78K -76 -2%
PWS
3358
Proactive Wealth Strategies
Georgia
$397K +$391K +3,385 New
RFS
3359
Retirement Financial Solutions
Tennessee
$396K -$21.5K -186 -5%
ICMM
3360
Integrated Capital Management (Michigan)
Michigan
$396K +$390K +3,375 New
BLAM
3361
Bourne Lent Asset Management
New York
$396K -$17.3K -150 -4%
EWA
3362
ERTS Wealth Advisors
Michigan
$396K +$23.4K +203 +6%
IDA
3363
Intelligence Driven Advisers
California
$395K +$87.3K +756 +29%
NJBEST
3364
New Jersey Better Educational Savings Trust
New Jersey
$395K – – –
AFO
3365
Arrowroot Family Office
California
$394K -$13.4K -116 -3%
BHC
3366
Bowen Hanes & Co
Florida
$393K – – –
GSC
3367
G&S Capital
Colorado
$392K +$7.04K +61 +2%
BWM
3368
BlackDiamond Wealth Management
New York
$392K +$46K +398 +14%
PA
3369
Pineridge Advisors
Missouri
$392K -$62.5K -541 -14%
CCA
3370
Cottonwood Capital Advisors
Utah
$392K -$3.69K -32 -0.9%
MFFIA
3371
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$391K – – –
ZAM
3372
Zevin Asset Management
Massachusetts
$391K – – –
GGA
3373
Granite Group Advisors
Connecticut
$390K -$127K -1,099 -25%
FHWM
3374
Fox Hill Wealth Management
Massachusetts
$390K +$143K +1,240 +59%
PIAS
3375
PCA Investment Advisory Services
Ohio
$390K +$1.73K +15 +0.5%
133 134
135
136 137