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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
2076
Trivium Point Advisory
Connecticut
$610K +$623K +9,966 New
GDP
2077
Great Diamond Partners
Maine
$607K -$355K -5,684 -36%
PTP
2078
Platform Technology Partners
New York
$606K -$33.4K -534 -5%
AL
2079
ADE LLC
Maryland
$606K – – –
MLFP
2080
MPS Loria Financial Planners
Illinois
$606K +$53.4K +854 +9%
RCM
2081
RB Capital Management
Nevada
$605K -$79.9K -1,279 -11%
LCM
2082
LCM Capital Management
Illinois
$604K +$19.1K +305 +3%
PA
2083
Perennial Advisors
New York
$603K +$61.4K +982 +11%
NIM
2084
Nexus Investment Management
Ontario, Canada
$602K – – –
SCA
2085
Sandy Cove Advisors
Massachusetts
$602K +$615K +9,841 New
RWI
2086
Red Wave Investments
Pennsylvania
$601K -$20.4K -326 -3%
CI
2087
CPR Investments
Michigan
$599K +$612K +9,788 New
HIIFS
2088
Harel Insurance Investments & Financial Services
Israel
$599K +$617K +9,868 New
LWP
2089
Legacy Wealth Planning
Nevada
$598K -$38.7K -619 -6%
SFP
2090
Sterling Financial Planning
New Jersey
$598K +$25.1K +402 +4%
NWA
2091
New World Advisors
Massachusetts
$597K -$28.6K -458 -4%
FWP
2092
Firethorn Wealth Partners
Georgia
$597K +$610K +9,763 New
TPWM
2093
Twelve Points Wealth Management
Massachusetts
$596K +$608K +9,735 New
GM
2094
GeoWealth Management
Illinois
$594K +$20.6K +329 +4%
CL
2095
Choreo LLC
Illinois
$593K -$24.3K -389 -4%
KFP
2096
KMG Fiduciary Partners
Ohio
$593K +$49.6K +793 +9%
STCOSD
2097
Sageworth Trust Company of South Dakota
South Dakota
$593K +$606K +9,691 New
SFSG
2098
Sound Financial Strategies Group
Mississippi
$592K -$12.1K -193 -2%
WA1
2099
Wimmer Associates 1
California
$592K – – –
AG
2100
Ascent Group
Virginia
$592K +$512K +8,199 New
82 83
84
85 86