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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
4001
Demars Financial Group
Washington
$229K +$5.42K +49 +3%
LFS
4002
Legacy Financial Strategies
Kansas
$228K +$212K +1,918 New
SIA
4003
SGL Investment Advisors
Montana
$228K +$4.42K +40 +2%
AF
4004
Abound Financial
California
$228K -$8.18K -74 -4%
EPAM
4005
Euro Pacific Asset Management
Puerto Rico
$226K +$210K +1,900 New
LGWM
4006
Litman Gregory Wealth Management
California
$226K – – –
SM
4007
Samjo Management
New York
$226K – – –
GIA
4008
Goodwin Investment Advisory
Georgia
$226K +$210K +1,900 New
FLP
4009
Financial Life Planners
Arizona
$226K +$91K +823 +77%
RP
4010
Riverwater Partners
Wisconsin
$225K +$209K +1,892 New
ST
4011
Somerset Trust
Pennsylvania
$225K -$16.7K -151 -7%
EFG
4012
Elm3 Financial Group
Georgia
$224K +$1.33K +12 +0.6%
GWCM
4013
Godshalk Welsh Capital Management
Pennsylvania
$224K +$208K +1,885 New
RIP
4014
RAM Investment Partners
Washington
$224K +$208K +1,884 New
MSWM
4015
Mowery & Schoenfeld Wealth Management
Illinois
$224K +$24K +217 +13%
BWL
4016
Beacon Wealthcare LLC
North Carolina
$224K -$30.7K -278 -13%
AC
4017
AWM Capital
Arizona
$224K +$208K +1,880 New
WFA
4018
Websterrogers Financial Advisors
South Carolina
$223K – – –
EA
4019
Echo45 Advisors
California
$223K -$10.5K -95 -5%
WB
4020
West Bancorporation
Iowa
$223K -$34.3K -310 -14%
AWM
4021
Ariadne Wealth Management
California
$222K -$4.75K -43 -2%
BF
4022
bLong Financial
Tennessee
$222K – – –
PWH
4023
Priebe Wealth Holdings
Minnesota
$222K +$206K +1,866 New
AIMC
4024
Alley Investment Management Company
Illinois
$221K +$205K +1,857 New
FF
4025
Francis Financial
$221K +$205K +1,854 New
159 160
161
162 163