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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2651
Insight Wealth Partners
Texas
$899K +$42.6K +366 +5%
WWP
2652
Waypoint Wealth Partners
California
$897K +$401K +3,440 +79%
JFGLC
2653
Johnson Financial Group LLC (Colorado)
Colorado
$897K – – –
LT
2654
Legacy Trust
Michigan
$896K -$39.8K -342 -4%
PS
2655
Portfolio Strategies
New York
$896K – – –
PPWM
2656
Paragon Private Wealth Management
Kentucky
$896K -$18.9K -162 -2%
SFG
2657
Seamount Financial Group
Colorado
$892K +$48.8K +419 +6%
WCM
2658
Weik Capital Management
Pennsylvania
$891K – – –
AWA
2659
Amplius Wealth Advisors
Pennsylvania
$889K -$188K -1,616 -17%
IP
2660
Isthmus Partners
Wisconsin
$889K – – –
APC
2661
Asset Planning Corporation
Tennessee
$887K – – –
IAP
2662
Indie Asset Partners
Indiana
$887K +$107K +917 +14%
PAS
2663
Professional Advisory Services
Florida
$886K -$3.49K -30 -0.4%
WA
2664
WBH Advisory
Maryland
$886K +$36.6K +314 +4%
LAM
2665
Lummis Asset Management
Texas
$885K +$46.5K +399 +5%
WAM
2666
Winslow Asset Management
Ohio
$885K – – –
SIAG
2667
Safeguard Investment Advisory Group
California
$883K +$1.05K +9 +0.1%
GS
2668
Gagnon Securities
New York
$883K -$23.4K -201 -3%
GAM
2669
Gould Asset Management
California
$881K – – –
OCG
2670
Opus Capital Group
Ohio
$880K +$26.7K +229 +3%
WG
2671
Wealth Group
North Carolina
$877K +$24.9K +214 +3%
LA
2672
LexAurum Advisors
Kansas
$877K +$13.5K +116 +2%
BAM
2673
Brave Asset Management
New Jersey
$876K -$138K -1,186 -13%
S
2674
Sunpointe
Missouri
$876K +$75.6K +649 +9%
LAM
2675
Lakewood Asset Management
Illinois
$875K +$1.28K +11 +0.1%
105 106
107
108 109