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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2501
COWA LLC
Oklahoma
$465K -$12.4K -160 -3%
BMM
2502
Buffington Mohr McNeal
Idaho
$465K – – –
ERIC
2503
Eagle Rock Investment Company
Georgia
$465K +$12.8K +165 +3%
RPGK
2504
Retirement Planning Group (Kansas)
Kansas
$464K +$20.9K +269 +5%
WF
2505
Wayfinding Financial
Washington
$463K -$26.2K -337 -6%
OPOWM
2506
One Plus One Wealth Management
Florida
$463K +$46.6K +600 +12%
RCG
2507
Regatta Capital Group
California
$462K +$2.02K +26 +0.5%
GPWA
2508
Great Point Wealth Advisors
Massachusetts
$461K +$434K +5,577 New
DI
2509
Diligent Investors
California
$459K -$15.3K -197 -3%
KFA
2510
Kelleher Financial Advisors
New York
$459K – – –
PBC
2511
Pavion Blue Capital
California
$459K – – –
SGK
2512
Steigerwald Gordon & Koch
Virginia
$458K +$622 +8 +0.1%
FAG
2513
Fortitude Advisory Group
Washington
$458K +$12.5K +161 +3%
TCBWMS
2514
Texas Capital Bank Wealth Management Services
Texas
$457K -$140K -1,807 -25%
ECM
2515
Elgethun Capital Management
South Dakota
$456K -$20.5K -264 -5%
WAM
2516
Walker Asset Management
Missouri
$455K -$409K -5,268 -49%
NIM
2517
NuWave Investment Management
New Jersey
$455K -$67.5K -868 -14%
CP
2518
Covenant Partners
Tennessee
$455K +$428K +5,506 New
PIN
2519
Prudent Investors Network
California
$454K -$498K -6,406 -54%
FA
2520
Financial Advantage
Maryland
$454K – – –
PWAC
2521
Private Wealth Advisors (California)
California
$454K +$4.04K +52 +1%
NCM
2522
Northside Capital Management
Oregon
$453K – – –
TCWM
2523
Total Clarity Wealth Management
Illinois
$452K -$390K -5,014 -48%
GFP
2524
Guardian Financial Partners
California
$452K +$157K +2,015 +61%
LWA
2525
Lowe Wealth Advisors
Maryland
$450K – – –
99 100
101
102 103