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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3726
Washburn Capital Management
Florida
$335K +$449 +3 +0.1%
FPW
3727
Flywheel Private Wealth
California
$334K -$18.7K -125 -5%
PFS
3728
Paller Financial Services
Colorado
$333K -$901K -6,022 -71%
VSQM
3729
V-Square Quantitative Management
Illinois
$332K -$437K -2,922 -55%
PIA
3730
Polaris Investment Advisors
Massachusetts
$332K – – –
CFAM
3731
Center For Asset Management
Florida
$332K +$2.99K +20 +0.8%
DFG
3732
Dynamic Financial Group
Iowa
$332K – – –
RYA
3733
Richard Young Associates
Georgia
$332K +$1.5K +10 +0.4%
VW
3734
Veridan Wealth
Oregon
$331K -$29.9K -200 -8%
AA
3735
Alpha Advisors
Virginia
$331K -$13.5K -90 -4%
ST
3736
Somerset Trust
Pennsylvania
$330K +$79K +528 +28%
GK
3737
Graney & King
New York
$330K -$14.7K -98 -4%
AFW
3738
Avantra Family Wealth
Pennsylvania
$329K +$150 +1 +0%
EPW
3739
Endeavor Private Wealth
Kansas
$329K +$112K +747 +45%
TCM
3740
TT Capital Management
California
$329K -$14.2K -95 -4%
WAM
3741
Wakefield Asset Management
Colorado
$329K – – –
WA
3742
Waterford Advisors
New York
$328K – – –
IWA
3743
Independent Wealth Advisors
North Carolina
$328K +$359K +2,397 New
PF
3744
Prosperitas Financial
California
$327K +$37.9K +253 +12%
RFO
3745
RiverGlades Family Offices
Florida
$327K +$39.5K +264 +12%
DPW
3746
DiNuzzo Private Wealth
Pennsylvania
$326K +$150 +1 +0%
WWP
3747
Wise Wealth Partners
Arizona
$325K – – –
IVP
3748
Intrinsic Value Partners
Arizona
$325K – – –
BWM
3749
Brown Wealth Management
Illinois
$325K +$4.94K +33 +1%
LCM
3750
Landscape Capital Management
New Jersey
$325K -$2.76M -18,465 -89%
148 149
150
151 152