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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
2101
Amica Retiree Medical Trust
Rhode Island
$1.22M -$159K -1,481 -12%
HCMG
2102
Howard Capital Management Group
California
$1.22M -$31.8K -297 -3%
SAM
2103
Sequent Asset Management
Texas
$1.22M +$321 +3 +0%
ICM
2104
Islay Capital Management
Texas
$1.22M – – –
MRWM
2105
ML&R Wealth Management
Texas
$1.22M -$15.8K -147 -1%
RWA
2106
River Wealth Advisors
Pennsylvania
$1.22M +$31.5K +294 +3%
TCMG
2107
TSP Capital Management Group
New Jersey
$1.21M +$1.18M +11,006 New
RG
2108
Renaissance Group
Kentucky
$1.21M -$35.7K -333 -3%
LAM
2109
LifePro Asset Management
California
$1.21M -$71K -663 -6%
RSC
2110
Red Spruce Capital
Pennsylvania
$1.21M +$32.1K +300 +3%
PFG
2111
PAX Financial Group
Texas
$1.21M +$224K +2,095 +24%
HB
2112
Horizon Bancorp
Indiana
$1.21M +$1.17M +10,945 New
SIGI
2113
Susquehanna International Group (Ireland)
Ireland
$1.2M +$1.17M +10,932 New
NEPPG
2114
New England Professional Planning Group
Rhode Island
$1.2M -$39K -364 -3%
HWMT
2115
Heritage Wealth Management (Texas)
Texas
$1.2M +$1.17M +10,888 New
FA
2116
Financial Alternatives
California
$1.2M +$1.16M +10,868 New
BC
2117
Burleson & Co
California
$1.2M +$114K +1,066 +11%
OCM
2118
Osterweis Capital Management
California
$1.2M +$81.8K +763 +8%
RWM
2119
RKL Wealth Management
Pennsylvania
$1.2M +$25.3K +236 +2%
RB
2120
Renasant Bank
Mississippi
$1.19M -$292K -2,725 -20%
WCM
2121
Windsor Capital Management
Arizona
$1.19M -$80.4K -750 -6%
TLFA
2122
True Link Financial Advisors
California
$1.19M – – –
CST
2123
Charles Schwab Trust
Nevada
$1.19M +$428K +3,998 +59%
BOTW
2124
Bank of the West
California
$1.18M +$9.54K +89 +0.8%
WRPWM
2125
Werba Rubin Papier Wealth Management
California
$1.18M +$1.15M +10,714 New
83 84
85
86 87