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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
2576
PYA Waltman Capital
Tennessee
$973K – – –
BTWM
2577
Brass Tax Wealth Management
Ohio
$973K +$624K +5,356 +173%
BAM
2578
BOS Asset Management
Illinois
$973K +$21K +180 +2%
NBT
2579
Northwest Bank & Trust
Iowa
$971K -$19.7K -169 -2%
MLRA
2580
Main Line Retirement Advisors
Montana
$970K -$3.84K -33 -0.4%
NC
2581
Napatree Capital
Rhode Island
$969K -$254K -2,183 -21%
MFT
2582
Moisand Fitzgerald Tamayo
Florida
$967K +$3.15K +27 +0.3%
CWMGP
2583
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$965K +$349 +3 +0%
AWM
2584
AllSquare Wealth Management
New York
$963K +$311K +2,670 +47%
CHA
2585
Carmichael Hill & Associates
Maryland
$963K +$66.6K +572 +7%
RPGK
2586
Retirement Planning Group (Kansas)
Kansas
$963K -$21.2K -182 -2%
RCG
2587
Regatta Capital Group
California
$962K +$7.45K +64 +0.8%
PCMK
2588
Paragon Capital Management (Kansas)
Kansas
$961K +$64.1K +550 +7%
IWN
2589
Independent Wealth Network
Iowa
$961K +$92.6K +795 +11%
RA
2590
Rise Advisors
New York
$961K +$142K +1,217 +17%
NG
2591
Northstar Group
New York
$961K +$4.54K +39 +0.5%
KPP
2592
Kings Path Partners
Texas
$961K +$972K +8,344 New
ECM
2593
Elgethun Capital Management
South Dakota
$958K -$3.15K -27 -0.3%
MFC
2594
Morris Financial Concepts
South Carolina
$958K +$267K +2,290 +38%
RG
2595
Renaissance Group
Kentucky
$955K -$2.21K -19 -0.2%
QIM
2596
Quest Investment Management
Oregon
$955K – – –
RFN
2597
RDA Financial Network
Iowa
$955K +$211K +1,812 +28%
CIM
2598
CIM Investment Management
Pennsylvania
$953K -$1.02M -8,792 -51%
MKC
2599
M. Kraus & Co
Vermont
$952K -$34.8K -299 -3%
MLFP
2600
MPS Loria Financial Planners
Illinois
$952K -$45.9K -394 -5%
102 103
104
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