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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
4001
Quest 10 Wealth Builders
Virginia
$230K -$57.6K -521 -21%
VF
4002
Vawter Financial
Ohio
$230K +$3.21K +29 +2%
CCM
4003
Cambridge Capital Management
Illinois
$230K – – –
DA
4004
Drake & Associates
Wisconsin
$229K -$29.3K -265 -12%
NA
4005
Nautilus Advisors
California
$229K +$213K +1,924 New
CW
4006
Cooksen Wealth
Texas
$229K +$218K +1,968 New
DFG
4007
Demars Financial Group
Washington
$229K +$5.42K +49 +3%
LFS
4008
Legacy Financial Strategies
Kansas
$228K +$212K +1,918 New
SIA
4009
SGL Investment Advisors
Montana
$228K +$4.42K +40 +2%
AF
4010
Abound Financial
California
$228K -$8.18K -74 -4%
EPAM
4011
Euro Pacific Asset Management
Puerto Rico
$226K +$210K +1,900 New
LGWM
4012
Litman Gregory Wealth Management
California
$226K – – –
SM
4013
Samjo Management
New York
$226K – – –
GIA
4014
Goodwin Investment Advisory
Georgia
$226K +$210K +1,900 New
FLP
4015
Financial Life Planners
Arizona
$226K +$91K +823 +77%
RP
4016
Riverwater Partners
Wisconsin
$225K +$209K +1,892 New
ST
4017
Somerset Trust
Pennsylvania
$225K -$16.7K -151 -7%
EFG
4018
Elm3 Financial Group
Georgia
$224K +$1.33K +12 +0.6%
GWCM
4019
Godshalk Welsh Capital Management
Pennsylvania
$224K +$208K +1,885 New
RIP
4020
RAM Investment Partners
Washington
$224K +$208K +1,884 New
MSWM
4021
Mowery & Schoenfeld Wealth Management
Illinois
$224K +$24K +217 +13%
BWL
4022
Beacon Wealthcare LLC
North Carolina
$224K -$30.7K -278 -13%
AC
4023
AWM Capital
Arizona
$224K +$208K +1,880 New
WFA
4024
Websterrogers Financial Advisors
South Carolina
$223K – – –
EA
4025
Echo45 Advisors
California
$223K -$10.5K -95 -5%
159 160
161
162 163