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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2776
PRW Wealth Management
Massachusetts
$509K +$8.07K +73 +2%
NIC
2777
Northwest Investment Counselors
Oregon
$508K – – –
PIP
2778
Peachtree Investment Partners
Florida
$506K +$4.42K +40 +0.9%
TFP
2779
Tilia Fiduciary Partners
North Carolina
$506K -$4.87K -44 -0.9%
GSWM
2780
Greenup Street Wealth Management
Michigan
$506K – – –
BA
2781
Ballew Advisors
Mississippi
$506K +$3.65K +33 +0.7%
PD
2782
Planning Directions
Pennsylvania
$505K +$553 +5 +0.1%
SIS
2783
Strategic Investment Solutions
Illinois
$505K -$6.08K -55 -1%
JFG
2784
JMG Financial Group
Illinois
$504K -$5.86K -53 -1%
V
2785
ViaWealth
Kansas
$502K +$16.6K +150 +3%
HVP
2786
Hudson Value Partners
Florida
$502K – – –
PWS
2787
Precision Wealth Strategies
Missouri
$501K -$5.09K -46 -1%
JJBC
2788
James J. Burns & Company
New York
$501K +$506K +4,577 New
FWI
2789
Facet Wealth Inc
Maryland
$501K +$41.3K +373 +9%
TPM
2790
Triasima Portfolio Management
Quebec, Canada
$500K +$16.9K +153 +3%
CA
2791
Claris Advisors
Missouri
$500K -$248K -2,242 -33%
NFP
2792
NorthLanding Financial Partners
New York
$499K -$14.3K -129 -3%
AWA
2793
Alaska Wealth Advisors
Alaska
$499K +$2.32K +21 +0.5%
NC
2794
NovaPoint Capital
Georgia
$498K +$2.21K +20 +0.4%
ERWM
2795
Elk River Wealth Management
Colorado
$496K – – –
ERIM
2796
Eagle Ridge Investment Management
Connecticut
$496K +$24.3K +220 +5%
B
2797
Bellecapital
Switzerland
$493K – – –
MC
2798
Montag & Caldwell
Georgia
$493K – – –
CWA
2799
Clarus Wealth Advisors
Arizona
$492K -$16.7K -151 -3%
DWM
2800
Darwin Wealth Management
Florida
$491K +$10.5K +95 +2%
110 111
112
113 114