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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
3376
Oakwell Private Wealth Management
Texas
$328K – – –
AAM
3377
Aureus Asset Management
Massachusetts
$328K -$48.3K -462 -14%
CTC
3378
Cetera Trust Company
Minnesota
$328K – – –
BMWM
3379
Brown Miller Wealth Management
Virginia
$328K -$105 -1 -0%
LCM
3380
Liberty Capital Management
Michigan
$327K – – –
KA
3381
Kure Advisory
Minnesota
$327K -$212K -2,022 -42%
AP
3382
Aspect Partners
Virginia
$326K – – –
WA
3383
Waterford Advisors
New York
$326K – – –
CCG
3384
Coastwise Capital Group
California
$326K +$47.5K +454 +19%
TA
3385
Teramo Advisors
Florida
$325K -$105K -1,000 -26%
MSFP
3386
Mark Sheptoff Financial Planning
Connecticut
$325K -$20.9K -200 -7%
VCP
3387
Vista Capital Partners
Oregon
$324K -$6.7K -64 -2%
MCIA
3388
Mountain Capital Investment Advisors
Colorado
$324K -$1.11M -10,617 -80%
AFG
3389
Arkansas Financial Group
Arkansas
$323K – – –
FA
3390
FSA Advisors
Michigan
$323K +$1.15K +11 +0.4%
CSWG
3391
Cardinal Strategic Wealth Guidance
Kentucky
$322K -$17.9K -171 -6%
SC
3392
Stephens Consulting
Michigan
$321K -$31K -296 -10%
DJFS
3393
Dean Jacobson Financial Services
Texas
$319K -$20K -191 -7%
TAM
3394
Tucker Asset Management
Colorado
$319K – – –
AFA
3395
American Financial Advisors
Georgia
$319K +$42.9K +410 +18%
DSN
3396
D. Scott Neal
Kentucky
$318K -$523 -5 -0.2%
GBWM
3397
Granite Bay Wealth Management
New Hampshire
$317K +$285K +2,727 New
MCA
3398
Maryland Capital Advisors
Maryland
$316K – – –
OCM
3399
Orion Capital Management
California
$316K – – –
QWM
3400
Quaker Wealth Management
New Jersey
$316K -$53.8K -514 -16%
134 135
136
137 138