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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2301
Opal Wealth Advisors
New York
$215K +$196K +5,228 New
WFM
2302
Wolff Financial Management
Michigan
$214K +$194K +5,187 New
CASB
2303
Cape Ann Savings Bank
Massachusetts
$214K +$195K +5,190 New
SFO
2304
Standard Family Office
South Dakota
$214K +$195K +5,195 New
FDCC
2305
Foster Dykema Cabot & Co
Massachusetts
$212K -$70.4K -1,877 -27%
TCBWMS
2306
Texas Capital Bank Wealth Management Services
Texas
$212K +$193K +5,146 New
NCMW
2307
Northern Capital Management (Washington)
Washington
$212K +$193K +5,151 New
WCG
2308
Weaver Consulting Group
California
$211K -$14K -373 -7%
WTFG
2309
Wells Trecaso Financial Group
Ohio
$211K +$192K +5,124 New
GCP
2310
Gill Capital Partners
Colorado
$211K +$193K +5,140 New
SWM
2311
Salvus Wealth Management
New Jersey
$210K +$173K +4,627 New
SHJ
2312
Sharkey, Howes & Javer
Colorado
$210K +$191K +5,093 New
RPGK
2313
Retirement Planning Group (Kansas)
Kansas
$210K +$191K +5,097 New
CQS
2314
Credential Qtrade Securities
$209K +$89K +2,375 +88%
COI
2315
Connable Office Inc
Michigan
$209K -$861K -22,975 -82%
FC
2316
Financial Consulate
Maryland
$209K -$284K -7,570 -60%
TW
2317
Towerpoint Wealth
California
$209K +$190K +5,059 New
LRIA
2318
Leonard Rickey Investment Advisors
Washington
$209K +$190K +5,075 New
FQ
2319
First Quadrant
California
$208K -$639K -17,046 -77%
CAL
2320
Capital Analysts LLC
Pennsylvania
$208K -$29.2K -779 -13%
AI
2321
ArchPoint Investors
Florida
$208K – – –
LWM
2322
Liberty Wealth Management
California
$208K +$50.3K +1,342 +41%
AFG
2323
Arkansas Financial Group
Arkansas
$208K +$189K +5,050 New
FM
2324
Family Management
New York
$207K +$188K +5,018 New
TSS
2325
Two Sigma Securities
New York
$207K +$189K +5,032 New
91 92
93
94 95