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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
3726
WealthSpring Partners
California
$410K +$395K +3,408 New
FWM
3727
FMA Wealth Management
Massachusetts
$410K -$11.3K -97 -3%
EPIME
3728
Evelyn Partners Investment Management (Europe)
$410K – – –
RLWM
3729
RF&L Wealth Management
Massachusetts
$410K – – –
CFS
3730
CGC Financial Services
Oregon
$409K +$106K +913 +37%
SAS
3731
Spurstone Advisory Services
Connecticut
$409K – – –
IDBONY
3732
Israel Discount Bank of New York
New York
$409K -$46.4K -400 -11%
DC
3733
Darrow Company
Massachusetts
$408K +$1.16K +10 +0.3%
VWM
3734
Vermillion Wealth Management
Minnesota
$407K +$283K +2,439 +258%
FAM
3735
Fenimore Asset Management
New York
$407K – – –
CWM
3736
Cabot Wealth Management
Massachusetts
$406K -$3.6K -31 -0.9%
PS
3737
Portfolio Strategies
New York
$406K +$40.4K +348 +12%
PWAC
3738
Private Wealth Advisors (California)
California
$405K -$177K -1,527 -31%
EWP
3739
E-Wealth Partners
Minnesota
$405K +$391K +3,367 New
RPA
3740
Rock Point Advisors
Vermont
$405K +$14.7K +127 +4%
MWM
3741
Marietta Wealth Management
Georgia
$404K -$6.15K -53 -2%
WAM
3742
Weinberger Asset Management
California
$404K +$9.39K +81 +2%
VPWA
3743
Vestia Personal Wealth Advisors
Indiana
$404K +$7.42K +64 +2%
PCMC
3744
Paragon Capital Management (Colorado)
Colorado
$403K -$11.3K -97 -3%
AWP
3745
Abacus Wealth Partners
California
$403K +$3.25K +28 +0.8%
MWM
3746
Maripau Wealth Management
Indiana
$403K +$37.5K +323 +11%
BP
3747
Broadleaf Partners
Ohio
$403K +$3.94K +34 +1%
KF
3748
Kelsey Financial
California
$403K +$388K +3,347 New
RF
3749
Robinswood Financial
Washington
$402K +$580 +5 +0.1%
SPI
3750
Santori & Peters Inc
Pennsylvania
$402K +$60.7K +523 +19%
148 149
150
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