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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2526
Paragon Private Wealth Management
Kentucky
$717K +$110K +1,025 +19%
OWM
2527
OneAscent Wealth Management
Alabama
$716K -$27.9K -260 -4%
UL
2528
Unionview LLC
Washington
$715K -$11.5K -107 -2%
TWM
2529
Tanager Wealth Management
United Kingdom
$715K +$695K +6,483 New
SHGA
2530
Sand Hill Global Advisors
California
$713K -$519K -4,845 -43%
RWP
2531
Revolve Wealth Partners
New Jersey
$713K -$146K -1,359 -17%
MF
2532
Manchester Financial
California
$712K -$70.2K -655 -9%
LA
2533
Lifeworks Advisors
Michigan
$708K -$220K -2,054 -24%
CFG
2534
Compton Financial Group
Maryland
$705K -$28.7K -268 -4%
TWA
2535
Talisman Wealth Advisors
New Jersey
$703K +$683K +6,372 New
LFG
2536
Larson Financial Group
Missouri
$700K -$214 -2 -0%
BF
2537
Brogan Financial
Tennessee
$699K +$679K +6,339 New
IWA
2538
Intercontinental Wealth Advisors
Texas
$699K +$18.8K +175 +3%
PWMG
2539
Provence Wealth Management Group
California
$699K +$679K +6,334 New
CIM
2540
Confluence Investment Management
Missouri
$698K – – –
DP
2541
DDD Partners
Washington
$698K – – –
HBT
2542
Heartland Bank & Trust
Illinois
$698K -$15.9K -148 -2%
AC
2543
Avant Capital
Louisiana
$698K +$86.6K +808 +15%
AG
2544
Algert Global
California
$696K -$1.21M -11,326 -64%
CWP
2545
Capital Wealth Planning
Florida
$696K +$17.4K +162 +3%
FP
2546
Fiduciary Planning
Florida
$696K +$107 +1 +0%
EIG
2547
Ellenbecker Investment Group
Wisconsin
$695K +$12.9K +120 +2%
AFM
2548
Abbot Financial Management
Massachusetts
$694K +$13.4K +125 +2%
RLWM
2549
RF&L Wealth Management
Massachusetts
$690K +$670K +6,254 New
MM
2550
Meridian Management
Arkansas
$690K – – –
100 101
102
103 104