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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2601
Lebenthal Global Advisors
New York
$647K +$629K +5,867 New
JEST
2602
JTC Employer Solutions Trustee
Jersey
$647K – – –
BWM
2603
Benchmark Wealth Management
Connecticut
$645K – – –
WBCM
2604
Wilson & Boucher Capital Management
California
$645K +$42.9K +400 +7%
SDJVC
2605
St. Denis J. Villere & Co
Louisiana
$644K – – –
SPP
2606
Single Point Partners
Massachusetts
$644K +$77.4K +722 +14%
JWS
2607
Juncture Wealth Strategies
Arizona
$643K -$1.39K -13 -0.2%
RIS
2608
Retirement Income Solutions
Michigan
$643K +$209K +1,952 +50%
WFMPM
2609
Woodley Farra Manion Portfolio Management
Indiana
$643K -$7.71K -72 -1%
FP
2610
Financial Perspectives
Minnesota
$642K +$536 +5 +0.1%
HHGA
2611
Halbert Hargrove Global Advisors
California
$642K -$31K -289 -5%
BWP
2612
Balboa Wealth Partners
Arizona
$641K -$333K -3,109 -35%
CWM
2613
Centurion Wealth Management
Virginia
$641K +$622K +5,809 New
EWA
2614
Etesian Wealth Advisors
Oregon
$641K +$622K +5,807 New
TCBWMS
2615
Texas Capital Bank Wealth Management Services
Texas
$640K -$1.71K -16 -0.3%
WWP
2616
Waypoint Wealth Partners
California
$640K -$23.5K -219 -4%
MWM
2617
Marion Wealth Management
Pennsylvania
$638K +$46.9K +438 +8%
QCIG
2618
Quad-Cities Investment Group
Iowa
$637K +$107 +1 +0%
MAG
2619
Members Advisory Group
New York
$636K +$28.3K +264 +5%
IWM
2620
Integris Wealth Management
California
$634K +$616K +5,752 New
KIG
2621
Kennedy Investment Group
New Jersey
$634K +$616K +5,751 New
PWP
2622
Phillips Wealth Planners
Mississippi
$633K +$576K +5,376 New
FA
2623
Fountainhead AM
New Jersey
$632K +$40.7K +380 +7%
LWA
2624
Lowe Wealth Advisors
Maryland
$632K +$10.4K +97 +2%
IAG
2625
Investmark Advisory Group
Connecticut
$631K +$14.8K +138 +2%
103 104
105
106 107