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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3376
Strategy Asset Managers
California
$432K – – –
SWG
3377
Summit Wealth Group
Vermont
$431K +$50.3K +471 +13%
SPWM
3378
Spartan Planning & Wealth Management
North Carolina
$431K +$72.8K +681 +21%
WMA
3379
West Michigan Advisors
Michigan
$430K +$10.3K +96 +2%
WI
3380
Westbourne Investments
Virginia
$430K -$21.4K -200 -5%
HGWM
3381
Horst & Graben Wealth Management
Oregon
$429K -$5.34K -50 -1%
TF
3382
Tandem Financial
Colorado
$428K +$5.67K +53 +1%
VFS
3383
Valpey Financial Services
New Hampshire
$428K +$425K +3,972 New
JCM
3384
J2 Capital Management
Michigan
$428K +$16.8K +157 +4%
MW
3385
Melia Wealth
Oklahoma
$427K – – –
CFCI
3386
Comprehensive Financial Consultants Institutional
Indiana
$427K -$20.8K -195 -5%
DCBT
3387
Dakota Community Bank & Trust
North Dakota
$427K +$15.1K +141 +4%
BH
3388
Burk Holdings
Oklahoma
$427K – – –
LFGO
3389
Legacy Financial Group (Oklahoma)
Oklahoma
$426K -$29.9K -280 -7%
MWA
3390
Mills Wealth Advisors
Texas
$425K +$321 +3 +0.1%
HWMG
3391
Hurlow Wealth Management Group
Indiana
$425K -$534 -5 -0.1%
EGWAG
3392
Elwood & Goetz Wealth Advisory Group
Georgia
$425K +$190K +1,781 +82%
KFG
3393
Kelly Financial Group
Connecticut
$425K -$2.35K -22 -0.6%
4A
3394
4Wealth Advisors
Illinois
$425K -$855 -8 -0.2%
CPG
3395
Cornerstone Planning Group
New Jersey
$425K -$66.1K -618 -13%
MI
3396
Moneywise Inc
Virginia
$424K +$1.39K +13 +0.3%
HWMC
3397
Heritage Wealth Management (California)
California
$423K -$3.53K -33 -0.8%
IPW
3398
IronBridge Private Wealth
Texas
$422K -$962 -9 -0.2%
SOAG
3399
Silver Oak Advisory Group
Oregon
$422K +$8.23K +77 +2%
HIGP
3400
Hill Investment Group Partners
Missouri
$421K -$88.9K -832 -18%
134 135
136
137 138