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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
3951
Beacon Wealthcare LLC
North Carolina
$228K – – –
MIH
3952
Meitav Investment House
Israel
$228K – – –
IWM
3953
Iams Wealth Management
Nebraska
$228K +$225K +2,021 New
PWM
3954
Parkshore Wealth Management
California
$228K +$445 +4 +0.2%
BFS
3955
Burkett Financial Services
South Carolina
$228K +$1.89K +17 +0.8%
RPA
3956
Redwood Park Advisors
California
$227K +$556 +5 +0.2%
UPS
3957
UHLMANN PRICE SECURITIES
Illinois
$227K +$1.33K +12 +0.6%
RCA
3958
Runnymede Capital Advisors
Ohio
$226K – – –
T
3959
Tidemark
California
$226K +$4.11K +37 +2%
FFG
3960
Fortem Financial Group
California
$226K -$19.7K -177 -8%
CWP
3961
Curated Wealth Partners
California
$226K -$74.5K -670 -25%
MSFP
3962
Mark Sheptoff Financial Planning
Connecticut
$226K -$65.3K -587 -23%
MCFP
3963
Mallini Complete Financial Planning
Florida
$226K – – –
AIFAIM
3964
American Institute for Advanced Investment Management
Arizona
$226K – – –
HP
3965
Highlander Partners
Texas
$226K – – –
LKIM
3966
Lawson Kroeker Investment Management
Nebraska
$226K – – –
OFC
3967
Oakland Financial Corp
$226K – – –
PWSG
3968
Pacific Wealth Strategies Group
California
$226K – – –
FPCG
3969
Forum Private Client Group
Indiana
$225K -$3.67K -33 -2%
MC
3970
Miramar Capital
Illinois
$225K -$18.9K -170 -8%
SC
3971
Saybrook Capital
North Carolina
$225K +$222K +1,995 New
MFS
3972
Madrona Financial Services
Washington
$225K +$221K +1,992 New
FIBT
3973
First International Bank & Trust
North Dakota
$224K -$7.12K -64 -3%
LFS
3974
Legacy Financial Strategies
Kansas
$224K +$221K +1,989 New
PFS
3975
Physicians Financial Services
North Carolina
$224K – – –
157 158
159
160 161