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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
2051
Greenline Partners
New York
$630K -$1.19M -19,066 -65%
PP
2052
Prospector Partners
Connecticut
$630K -$106K -1,700 -14%
CSI
2053
Cross Staff Investments
New York
$626K +$640K +10,235 New
BO
2054
BRR OpCo
Ohio
$625K -$31.4K -502 -5%
CL
2055
CPWM LLC
Washington
$625K – – –
EA
2056
Eudaimonia Advisors
Tennessee
$625K +$638K +10,215 New
NFG
2057
Nadler Financial Group
Illinois
$624K -$56.3K -900 -8%
IWP
2058
Insight Wealth Partners
Texas
$624K +$326K +5,219 +105%
LRIC
2059
Long Road Investment Counsel
Michigan
$623K – – –
BFG
2060
Berger Financial Group
Minnesota
$623K +$17.9K +286 +3%
BFG
2061
Barber Financial Group
Kansas
$621K -$31.4K -503 -5%
DL
2062
DOHJ LLC
Washington
$621K +$53.4K +854 +9%
CWP
2063
Concord Wealth Partners
Virginia
$621K +$311K +4,975 +96%
EIA
2064
Edgemoor Investment Advisors
Maryland
$619K -$2.75K -44 -0.4%
CC
2065
Cypress Capital
Tennessee
$618K +$242K +3,874 +62%
FFG
2066
Frisch Financial Group
New York
$618K -$34.6K -553 -5%
LOPW
2067
Live Oak Private Wealth
North Carolina
$616K +$32.1K +514 +5%
APWM
2068
Atlas Private Wealth Management
New York
$616K +$317K +5,080 +102%
MF
2069
Montis Financial
Massachusetts
$616K +$363K +5,815 +137%
NRI
2070
NFP Retirement Inc
California
$616K +$11.8K +189 +2%
AWA
2071
Amplius Wealth Advisors
Pennsylvania
$615K +$629K +10,062 New
BA
2072
Bridge Advisory
California
$613K +$2.44K +39 +0.4%
SM
2073
SG3 Management
Puerto Rico
$612K +$406K +6,500 +186%
AIM
2074
Allen Investment Management
New York
$612K +$625K +10,000 New
AWM
2075
Aspire Wealth Management
Massachusetts
$611K +$624K +9,992 New
81 82
83
84 85