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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
3751
Cardinal Point Capital Management
Ontario, Canada
$216K -$8.08K -70 -4%
WIP
3752
WealthCare Investment Partners
Rhode Island
$216K -$27.3K -236 -12%
SG
3753
Strid Group
Pennsylvania
$216K -$22.7K -197 -10%
AEPWM
3754
Atlantic Edge Private Wealth Management
Florida
$216K +$3.93K +34 +2%
RSA
3755
River Street Advisors
Illinois
$216K +$213K +1,842 New
EGWAG
3756
Elwood & Goetz Wealth Advisory Group
Georgia
$216K -$33.5K -290 -14%
BAM
3757
Bosun Asset Management
Illinois
$216K +$462 +4 +0.2%
CCP
3758
Cassia Capital Partners
North Carolina
$216K +$3.12K +27 +1%
GG
3759
GenWealth Group
New Jersey
$216K -$37.5K -325 -15%
CCA
3760
Clearwater Capital Advisors
Illinois
$215K +$212K +1,833 New
SWA
3761
Safir Wealth Advisors
New Hampshire
$215K – – –
CAAM
3762
Cornerstone Advisors Asset Management
Pennsylvania
$214K -$145K -1,257 -41%
PFS
3763
Physicians Financial Services
North Carolina
$214K – – –
MIA
3764
MainStreet Investment Advisors
Illinois
$214K – – –
WFP
3765
Wrenne Financial Planning
Kentucky
$213K +$9.24K +80 +5%
RFP
3766
RCS Financial Planning
Maryland
$213K -$1.39K -12 -0.7%
WCP
3767
Welch Capital Partners
New York
$213K – – –
GPA
3768
Guidance Point Advisors
Massachusetts
$212K -$15.7K -136 -7%
JA
3769
JVL Associates
Michigan
$212K +$209K +1,810 New
RW
3770
Rockport Wealth
Ohio
$212K +$209K +1,810 New
RWM
3771
RBA Wealth Management
California
$211K +$115 +1 +0.1%
AIMC
3772
Alley Investment Management Company
Illinois
$211K – – –
MCM
3773
MidAtlantic Capital Management
Virginia
$211K – – –
OC
3774
Oppenheimer & Close
New York
$211K – – –
RCM
3775
Requisite Capital Management
Texas
$210K -$62.9K -545 -23%
149 150
151
152 153