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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3476
Mascoma Wealth Management
New Hampshire
$158K +$1.65K +15 +1%
CTWM
3477
Cherry Tree Wealth Management
Minnesota
$157K – – –
CWAF
3478
Core Wealth Advisors (Florida)
Florida
$153K – – –
HC
3479
Hoese & Co
Minnesota
$152K – – –
SA
3480
SRH Advisors
Kansas
$152K – – –
APC
3481
Aspire Private Capital
North Carolina
$148K +$36.3K +331 +36%
VF
3482
VitalStone Financial
Texas
$148K -$4.39K -40 -3%
UOTTAIMCU
3483
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$146K +$136K +1,238 New
CMA
3484
Cedar Mountain Advisors
Oregon
$145K -$77.7K -708 -37%
TC
3485
Tacita Capital
Ontario, Canada
$144K +$23K +210 +21%
FSCM
3486
Front Street Capital Management
Montana
$141K +$131K +1,196 New
SPWM
3487
Spartan Planning & Wealth Management
North Carolina
$139K +$130K +1,182 New
RAM
3488
Riggs Asset Management
Pennsylvania
$137K +$3.62K +33 +3%
FCT
3489
First Community Trust
Iowa
$135K -$252K -2,300 -67%
PP
3490
PrairieView Partners
Minnesota
$133K -$21.1K -192 -14%
WWM
3491
Wolff Wiese Magana
California
$133K – – –
EWP
3492
Elevation Wealth Partners
California
$130K – – –
BL
3493
Bleichroeder LP
New York
$126K – – –
TVWM
3494
Tower View Wealth Management
Wisconsin
$124K +$52.4K +478 +83%
GWMI
3495
Guardian Wealth Management (Illinois)
Illinois
$122K +$50.3K +459 +79%
MTIC
3496
Missouri Trust & Investment Company
Missouri
$120K -$16.5K -150 -13%
EL
3497
EMFO LLC
Florida
$120K – – –
GA
3498
GoalVest Advisory
New York
$118K +$5.92K +54 +6%
AT
3499
Avalon Trust
New Mexico
$118K – – –
FWA
3500
FSC Wealth Advisors
New York
$117K +$658 +6 +0.6%
138 139
140
141 142