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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
4651
Accordant Advisory Group
Maryland
$144K +$102K +700 +467%
JGCM
4652
Joseph Group Capital Management
Ohio
$143K +$63.8K +437 +108%
MWM
4653
Mascoma Wealth Management
New Hampshire
$143K +$876 +6 +0.7%
HC
4654
Hurley Capital
New York
$140K +$146 +1 +0.1%
FC
4655
Fairscale Capital
New Hampshire
$139K – – –
HHGA
4656
Halbert Hargrove Global Advisors
California
$134K -$5.4K -37 -4%
IA
4657
IFS Advisors
Kansas
$133K +$83.2K +570 +270%
MTC
4658
Matrix Trust Company
Colorado
$132K -$2.46M -16,859 -96%
RF
4659
Roxbury Financial
New Jersey
$131K -$146 -1 -0.1%
EPW
4660
Evergreen Private Wealth
Colorado
$131K +$112K +770 New
KG
4661
Kilter Group
New York
$130K +$15.3K +105 +16%
SIM
4662
Synergy Investment Management
Florida
$130K +$112K +765 New
CFM
4663
Cornerstone Financial Management
Massachusetts
$127K +$8.61K +59 +9%
WPWM
4664
Western Pacific Wealth Management
Illinois
$124K – – –
DWM
4665
Darwin Wealth Management
Florida
$123K +$1.75K +12 +2%
IWS
4666
Intentional Wealth Strategies
Colorado
$123K +$106K +727 New
HCA
4667
Harbor Capital Advisors
Illinois
$121K -$89.9K -616 -46%
HCS
4668
Himension Capital (Singapore)
Singapore
$121K +$104K +712 New
SMFG
4669
Sumitomo Mitsui Financial Group
Japan
$119K +$102K +700 New
CC
4670
Centiva Capital
New York
$115K -$2.02M -13,852 -95%
SAS
4671
Stelac Advisory Services
New York
$113K +$97.5K +668 New
FW
4672
Fairway Wealth
Ohio
$113K +$97.2K +666 New
TC
4673
Tacita Capital
Ontario, Canada
$113K – – –
LWMI
4674
Legacy Wealth Management (Idaho)
Idaho
$106K -$302K -2,068 -77%
DSC
4675
Daytona Street Capital
Missouri
$106K -$71.2K -488 -43%
185 186
187
188 189