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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3601
Prossimo Advisors
California
$345K -$439K -4,103 -56%
OIS
3602
OneAscent Investment Solutions
Alabama
$345K +$159K +1,491 +87%
VPP
3603
Vertex Planning Partners
Illinois
$344K -$2.78K -26 -0.8%
ZAM
3604
Zevin Asset Management
Massachusetts
$344K – – –
CSA
3605
Cottage Street Advisors
Massachusetts
$343K -$14.5K -136 -4%
FGP
3606
Foyston, Gordon, & Payne
Ontario, Canada
$343K – – –
RMF
3607
Red Mountain Financial
Colorado
$343K – – –
PWM
3608
Palacios Wealth Management
Florida
$343K -$15.7K -147 -4%
AC
3609
Attessa Capital
Arizona
$342K -$12.7K -119 -4%
GAM
3610
Gemmer Asset Management
California
$341K -$35.4K -331 -9%
SIA
3611
SGL Investment Advisors
Montana
$340K +$88.5K +828 +39%
HCM
3612
Hillman Capital Management
Maryland
$340K +$24.3K +227 +8%
SC
3613
Swan Capital
Florida
$339K +$334K +3,124 +12,496%
AT
3614
Avalon Trust
New Mexico
$339K +$35K +327 +12%
HIM
3615
Hanlon Investment Management
New Jersey
$339K -$20K -187 -6%
OL
3616
Optas LLC
Texas
$339K -$127K -1,192 -27%
AWS
3617
Aspen Wealth Strategies
Colorado
$338K +$18.1K +169 +6%
WAS
3618
WESPAC Advisors SoCal
California
$338K -$38.4K -359 -10%
CCM
3619
Copeland Capital Management
Pennsylvania
$337K – – –
WWWM
3620
White Wing Wealth Management
Texas
$337K +$4.17K +39 +1%
WG
3621
Wealth Group
North Carolina
$336K -$684K -6,403 -67%
BWM
3622
Baron Wealth Management
Michigan
$336K -$385K -3,604 -54%
JF
3623
JSF Financial
California
$336K +$62.4K +584 +23%
NFG
3624
Norris Financial Group
South Carolina
$336K +$1.39K +13 +0.4%
CAG
3625
Centerpoint Advisory Group
Kansas
$335K +$39.6K +370 +14%
143 144
145
146 147