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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
3851
Heritage Family Offices
Arizona
$363K +$68.3K +589 +24%
WAS
3852
Wealth Advisory Solutions
Indiana
$362K -$5.8K -50 -2%
HAS
3853
Horizon Advisory Services
New York
$361K – – –
ETS
3854
ESL Trust Services
New York
$361K – – –
VPW
3855
Vericrest Private Wealth
Pennsylvania
$361K +$348K +2,997 New
PWA
3856
PCG Wealth Advisors
Kansas
$360K -$51.3K -442 -13%
PPA
3857
Painted Porch Advisors
California
$360K – – –
TP
3858
Trailhead Planners
Minnesota
$360K +$347K +2,988 New
SWP
3859
Semus Wealth Partners
Florida
$359K -$60.2K -519 -15%
TI
3860
tru Independence
Oregon
$359K +$19.5K +168 +6%
TM
3861
Torren Management
California
$357K +$344K +2,967 New
BI
3862
Breachway Investments
Rhode Island
$357K +$344K +2,966 New
SFC
3863
Sprinkle Financial Consultants
Colorado
$357K +$116 +1 +0%
KCAM
3864
Kagan Cocozza Asset Management
New Jersey
$356K -$1.16K -10 -0.3%
WG
3865
Wealth Group
North Carolina
$356K +$343K +2,961 New
DWM
3866
DeLarme Wealth Management
California
$355K +$342K +2,953 New
WA
3867
WP Advisors
California
$355K +$2.9K +25 +0.9%
DCA
3868
DB&C Advisors
Michigan
$355K +$342K +2,949 New
CCG
3869
Coastwise Capital Group
California
$355K -$55.3K -477 -14%
AWS
3870
Alliance Wealth Strategies
Virginia
$354K +$341K +2,942 New
IPA
3871
Investment Planning Advisors
Georgia
$354K +$13.7K +118 +4%
HB
3872
Horizon Bancorp
Indiana
$353K -$40.5K -349 -11%
CIA
3873
Cascade Investment Advisors
Oregon
$353K – – –
COI
3874
Connable Office Inc
Michigan
$353K – – –
SFG
3875
Southern Financial Group
Alabama
$352K +$340K +2,929 New
153 154
155
156 157