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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3426
Marquette Asset Management
Minnesota
$135K +$85.7K +800 +187%
CIR
3427
Clear Investment Research
Georgia
$135K +$20K +187 +18%
ACM
3428
AUA Capital Management
Pennsylvania
$133K – – –
TWD
3429
True Wealth Design
Ohio
$128K +$124K +1,161 New
WWM
3430
Wolff Wiese Magana
California
$125K -$113K -1,058 -48%
CAM
3431
Costello Asset Management
Pennsylvania
$124K – – –
SFM
3432
Spartan Fund Management
Canada
$121K – – –
BL
3433
Bleichroeder LP
New York
$119K – – –
RAM
3434
Riggs Asset Management
Pennsylvania
$116K – – –
EL
3435
EMFO LLC
Florida
$112K – – –
TC
3436
Tacita Capital
Ontario, Canada
$112K – – –
FWA
3437
Freedom Wealth Alliance
Wisconsin
$111K +$107K +1,003 New
MFC
3438
Mechanics Financial Corp
Ohio
$110K -$10.7K -100 -9%
HCM
3439
Highlander Capital Management
New Jersey
$108K – – –
GWSA
3440
Global Wealth Strategies & Associates
Colorado
$107K +$104K +973 New
GMA
3441
Glassy Mountain Advisors
Maryland
$106K +$103K +964 New
GAG
3442
Goodman Advisory Group
Massachusetts
$106K -$36.3K -339 -26%
BA
3443
Bellwether Advisors
Nebraska
$105K -$21.3K -199 -17%
MFG
3444
Mendota Financial Group
Wisconsin
$101K +$98.3K +917 New
VWM
3445
Valley Wealth Managers
New Jersey
$99.3K -$29K -271 -23%
AAM
3446
Alken Asset Management
United Kingdom
$99K +$96.4K +900 New
RWM
3447
Raffa Wealth Management
District of Columbia
$97.4K – – –
CWAF
3448
Core Wealth Advisors (Florida)
Florida
$95.3K +$30.5K +285 +49%
DCM
3449
Davidson Capital Management
Texas
$91.9K +$89.3K +833 New
OWA
3450
One Wealth Advisors
California
$91K +$88.4K +825 New
136 137
138
139 140