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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
3451
Fortress Financial Group
Minnesota
$428K +$466K +3,982 New
QFPS
3452
Quantum Financial Planning Services
Washington
$428K +$465K +3,978 New
ALA
3453
Atlas Legacy Advisors
California
$428K +$465K +3,976 New
HWMC
3454
Heritage Wealth Management (California)
California
$427K +$2.22K +19 +0.5%
JWM
3455
Jessup Wealth Management
Ohio
$427K +$465K +3,972 New
CGF
3456
Constant Guidance Financial
Massachusetts
$427K – – –
SWP
3457
Significant Wealth Partners
Illinois
$427K -$334K -2,859 -42%
PS
3458
Planned Solutions
California
$426K -$14.6K -125 -3%
MW
3459
Melia Wealth
Oklahoma
$426K -$14.4K -123 -3%
AC
3460
Attessa Capital
Arizona
$426K +$463K +3,961 New
HWMG
3461
Hurlow Wealth Management Group
Indiana
$426K – – –
BH
3462
Burk Holdings
Oklahoma
$426K +$463K +3,958 New
ZIG
3463
Zuckerman Investment Group
Illinois
$424K -$38.1K -326 -8%
AC
3464
Annandale Capital
Texas
$424K +$1.99K +17 +0.4%
CKAIS
3465
Christensen King & Associates Investment Services
Washington
$424K -$14K -120 -3%
TVAMP
3466
Tennessee Valley Asset Management Partners
Tennessee
$423K -$159K -1,357 -26%
PIP
3467
Peachtree Investment Partners
Florida
$423K -$85.3K -729 -16%
BWM
3468
BankPlus Wealth Management
Mississippi
$422K +$459K +3,926 New
TF
3469
Tandem Financial
Colorado
$422K +$459K +3,923 New
CYG
3470
Clean Yield Group
Vermont
$422K -$52.5K -449 -10%
AWM
3471
Affinity Wealth Management
Delaware
$421K – – –
WIM
3472
Westside Investment Management
California
$421K -$48.8K -417 -10%
FEM
3473
Fulcrum Equity Management
Texas
$421K -$409K -3,497 -47%
LIM
3474
Loudon Investment Management
New Hampshire
$421K – – –
TW
3475
Towerpoint Wealth
California
$421K -$29.2K -250 -6%
137 138
139
140 141