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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3626
Fortress Wealth Management
California
$361K -$4.68K -40 -1%
VPF
3627
Vantage Point Financial
Illinois
$361K +$392K +3,353 New
PMG
3628
Private Management Group
California
$361K +$28.5K +244 +8%
NRW
3629
Nova R Wealth
Kansas
$360K -$14.6K -125 -4%
AWP
3630
Abacus Wealth Partners
California
$360K -$255K -2,181 -39%
MF
3631
Montis Financial
Massachusetts
$360K +$392K +3,348 New
ZAM
3632
Zevin Asset Management
Massachusetts
$360K +$1.64K +14 +0.4%
SIC
3633
Sterling Investment Counsel
New York
$359K -$237K -2,026 -38%
MFFIA
3634
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$359K – – –
KWM
3635
Kolinsky Wealth Management
New Jersey
$359K -$27.1K -232 -6%
MWM
3636
Maripau Wealth Management
Indiana
$358K +$390K +3,332 New
WMWM
3637
Whitaker-Myers Wealth Managers
Ohio
$358K +$389K +3,325 New
HAS
3638
HBW Advisory Services
California
$358K +$54.3K +464 +16%
FFC
3639
Frederick Financial Consultants
Maryland
$357K +$388K +3,320 New
PIAS
3640
PCA Investment Advisory Services
Ohio
$357K -$1.17K -10 -0.3%
MWM
3641
Marietta Wealth Management
Georgia
$357K +$11.3K +97 +3%
CSA
3642
Cottage Street Advisors
Massachusetts
$357K +$23.9K +204 +7%
LWA
3643
LifeGoal Wealth Advisors
New York
$356K +$388K +3,314 New
DC
3644
Darrow Company
Massachusetts
$356K – – –
BHC
3645
Bowen Hanes & Co
Florida
$356K -$5.85K -50 -1%
SJL
3646
Shayne & Jacobs LLC
Tennessee
$355K – – –
VM
3647
VPR Management
Texas
$355K – – –
EMB
3648
Elefante Mark B
$355K +$386K +3,300 New
HWM
3649
HFR Wealth Management
New York
$354K -$40.1K -343 -9%
KCP
3650
Kera Capital Partners
California
$354K +$385K +3,289 New
144 145
146
147 148