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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
2451
Zevin Asset Management
Massachusetts
$248K +$14.2K +250 +6%
CCA
2452
Column Capital Advisors
Indiana
$248K +$91.2K +1,600 +61%
CAS
2453
Cascadia Advisory Services
Oregon
$247K -$2.11K -37 -0.9%
BAM
2454
Beaumont Asset Management
Texas
$247K +$51.3K +900 +27%
BWM
2455
Blossom Wealth Management
California
$246K +$35.3K +620 +17%
EA
2456
Ellsworth Advisors
Ohio
$246K +$238K +4,174 New
WBG
2457
Wharton Business Group
Pennsylvania
$245K – – –
SFG
2458
Sowa Financial Group
Rhode Island
$245K +$9.23K +162 +4%
RCG
2459
Rock Creek Group
District of Columbia
$244K -$194K -3,399 -45%
PH
2460
Pinnacle Holdings
Oklahoma
$244K +$56.2K +987 +31%
KOMWMG
2461
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$243K -$675K -11,844 -74%
CCM
2462
Copeland Capital Management
Pennsylvania
$243K -$28.5K -500 -11%
TC
2463
Trust Company
Kansas
$243K – – –
ASC
2464
Atalanta Sosnoff Capital
New York
$243K +$235K +4,127 New
TS
2465
Tamar Securities
California
$242K -$58.8K -1,032 -20%
RWRC
2466
R.W. Roge & Company
New York
$241K -$1.43K -25 -0.7%
AO
2467
Advisor OS
Illinois
$241K +$171 +3 +0.1%
PWM
2468
Paulson Wealth Management
Illinois
$240K +$28.5K +500 +14%
LI
2469
LVZ Inc
Michigan
$238K +$2.85K +50 +1%
IWA
2470
IBEX Wealth Advisors
New Jersey
$238K +$5.87K +103 +3%
OIM
2471
Orca Investment Management
Oregon
$237K -$15.4K -271 -6%
TWM
2472
Tanglewood Wealth Management
Texas
$237K – – –
SCA
2473
SMH Capital Advisors
Texas
$236K -$1.31K -23 -0.6%
SCM
2474
Spreng Capital Management
Ohio
$236K – – –
FVWA
2475
Foster Victor Wealth Advisors
South Carolina
$235K -$1.14K -20 -0.5%
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99
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