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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
2776
Signature Wealth Management Partners
New Jersey
$843K +$129K +1,100 +16%
SIM
2777
Sterling Investment Management
Arizona
$843K -$1.62M -13,853 -64%
RFP
2778
Root Financial Partners
California
$843K +$218K +1,865 +31%
PRI
2779
Prepared Retirement Institute
Pennsylvania
$842K +$3.27K +28 +0.4%
RI
2780
Rinkey Investments
California
$840K +$240K +2,049 +36%
JFGLC
2781
Johnson Financial Group LLC (Colorado)
Colorado
$839K – – –
VIA
2782
Victrix Investment Advisors
Florida
$837K +$911K +7,785 New
WCM
2783
Weik Capital Management
Pennsylvania
$836K +$4.09K +35 +0.5%
DWAM
2784
Duncan Williams Asset Management
Tennessee
$835K +$236K +2,020 +35%
SWM
2785
Shelton Wealth Management
Texas
$834K +$1.05K +9 +0.1%
FB
2786
Finward Bancorp
Indiana
$834K +$907K +7,753 New
WA
2787
Wambolt & Associates
Colorado
$832K -$363K -3,103 -29%
IP
2788
Isthmus Partners
Wisconsin
$831K – – –
PCTC
2789
Perkins Coie Trust Company
Washington
$830K -$31.2K -267 -3%
TC
2790
TFR Capital
Texas
$830K +$902K +7,712 New
LFA
2791
LGT Financial Advisors
Texas
$829K +$1.17K +10 +0.1%
APC
2792
Asset Planning Corporation
Tennessee
$829K +$351 +3 +0%
RFA
2793
RTD Financial Advisors
Pennsylvania
$829K -$20.6K -176 -2%
CSPIA
2794
Cary Street Partners Investment Advisory
Virginia
$829K -$14.7M -125,894 -94%
PAS
2795
Professional Advisory Services
Florida
$828K – – –
SFG
2796
Shum Financial Group
California
$828K -$25.5K -218 -3%
PW
2797
PUREfi Wealth
Massachusetts
$826K +$899K +7,683 New
LCWM
2798
Legacy Capital Wealth Management
Texas
$826K +$898K +7,680 New
NWMG
2799
Nicholson Wealth Management Group
South Carolina
$826K +$22.8K +195 +3%
NECFA
2800
New England Capital Financial Advisors
Connecticut
$826K +$70.4K +602 +9%
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112
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