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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2576
Wealthcare Capital Management
Virginia
$974K +$19.6K +168 +2%
CFG
2577
Clayton Financial Group
Missouri
$974K – – –
WAOTB
2578
Wealth Advisors of Tampa Bay
Florida
$974K – – –
PWC
2579
PYA Waltman Capital
Tennessee
$973K – – –
BTWM
2580
Brass Tax Wealth Management
Ohio
$973K +$624K +5,356 +173%
BAM
2581
BOS Asset Management
Illinois
$973K +$21K +180 +2%
NBT
2582
Northwest Bank & Trust
Iowa
$971K -$19.7K -169 -2%
MLRA
2583
Main Line Retirement Advisors
Montana
$970K -$3.84K -33 -0.4%
NC
2584
Napatree Capital
Rhode Island
$969K -$254K -2,183 -21%
MFT
2585
Moisand Fitzgerald Tamayo
Florida
$967K +$3.15K +27 +0.3%
CWMGP
2586
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$965K +$349 +3 +0%
AWM
2587
AllSquare Wealth Management
New York
$963K +$311K +2,670 +47%
CHA
2588
Carmichael Hill & Associates
Maryland
$963K +$66.6K +572 +7%
RPGK
2589
Retirement Planning Group (Kansas)
Kansas
$963K -$21.2K -182 -2%
RCG
2590
Regatta Capital Group
California
$962K +$7.45K +64 +0.8%
PCMK
2591
Paragon Capital Management (Kansas)
Kansas
$961K +$64.1K +550 +7%
IWN
2592
Independent Wealth Network
Iowa
$961K +$92.6K +795 +11%
RA
2593
Rise Advisors
New York
$961K +$142K +1,217 +17%
NG
2594
Northstar Group
New York
$961K +$4.54K +39 +0.5%
KPP
2595
Kings Path Partners
Texas
$961K +$972K +8,344 New
ECM
2596
Elgethun Capital Management
South Dakota
$958K -$3.15K -27 -0.3%
MFC
2597
Morris Financial Concepts
South Carolina
$958K +$267K +2,290 +38%
RG
2598
Renaissance Group
Kentucky
$955K -$2.21K -19 -0.2%
QIM
2599
Quest Investment Management
Oregon
$955K – – –
RFN
2600
RDA Financial Network
Iowa
$955K +$211K +1,812 +28%
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104
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