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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2851
Transparent Wealth Partners
Arkansas
$291K +$306K +3,396 New
CIS
2852
Connors Investor Services
Pennsylvania
$290K – – –
SHA
2853
Seneca House Advisors
Virginia
$290K +$27.1K +300 +10%
SWM
2854
Seaside Wealth Management
California
$290K +$271K +3,004 New
PPW
2855
Pasadena Private Wealth
California
$289K -$88.6K -982 -23%
CPA
2856
Cowen Prime Advisors
New York
$289K – – –
WCA
2857
Westover Capital Advisors
Delaware
$288K +$4.51K +50 +2%
SPWM
2858
Spartan Planning & Wealth Management
North Carolina
$287K +$155K +1,716 +105%
GFP
2859
Guardian Financial Partners
California
$286K -$177K -1,964 -37%
EPA
2860
Element Pointe Advisors
Florida
$286K +$9.92K +110 +3%
CWM
2861
Circle Wealth Management
New Jersey
$286K +$21.6K +239 +8%
PAM
2862
Premier Asset Management
Illinois
$285K +$265K +2,940 New
JCIA
2863
Jackson Creek Investment Advisors
Colorado
$284K – – –
PWC
2864
PYA Waltman Capital
Tennessee
$284K – – –
WFA
2865
Woodward Financial Advisors
North Carolina
$284K +$8.57K +95 +3%
OGC
2866
Oak Grove Capital
New Hampshire
$283K -$18K -200 -6%
SWM
2867
Shelton Wealth Management
Texas
$283K – – –
KWM
2868
Kolinsky Wealth Management
New Jersey
$283K +$299K +3,310 New
CFCI
2869
Comprehensive Financial Consultants Institutional
Indiana
$281K – – –
DA
2870
Detalus Advisors
Missouri
$281K +$451 +5 +0.2%
OPWM
2871
Oxinas Partners Wealth Management
Indiana
$281K +$4.33K +48 +1%
TS
2872
Tamar Securities
California
$281K +$29.3K +325 +11%
WCWM
2873
Willow Creek Wealth Management
California
$281K +$74.1K +822 +33%
UCIG
2874
Ulrich Consultants & Investment Group
New Mexico
$280K +$295K +3,273 New
CAMV
2875
Concord Asset Management (Virginia)
Virginia
$279K – – –
113 114
115
116 117