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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2901
Next Capital Management
New York
$784K – – –
IFWM
2902
Institute for Wealth Management
Colorado
$782K -$23.2K -155 -3%
BWG
2903
Beta Wealth Group
California
$782K +$29.6K +198 +4%
BF
2904
Brogan Financial
Tennessee
$781K +$4.04K +27 +0.5%
NLWP
2905
Next Level Wealth Planning
Idaho
$781K +$24.4K +163 +3%
AM
2906
Atwater Malick
Pennsylvania
$779K +$13.9K +93 +2%
MFC
2907
Mechanics Financial Corp
Ohio
$779K +$203K +1,355 +31%
PR
2908
Payden & Rygel
California
$779K +$299K +2,000 +54%
OWM
2909
OneAscent Wealth Management
Alabama
$778K -$218K -1,457 -20%
MWP
2910
Meridian Wealth Partners
Pennsylvania
$778K +$10.8K +72 +1%
HFS
2911
Hoge Financial Services
Pennsylvania
$777K -$16K -107 -2%
OP
2912
Oath Planning
Oklahoma
$777K +$103K +686 +14%
WAM
2913
Worth Asset Management
Texas
$776K -$1.9M -12,721 -69%
TCM
2914
Tributary Capital Management
Nebraska
$776K – – –
AIS
2915
American Investment Services
Massachusetts
$773K +$166K +1,112 +24%
KW
2916
Keyvantage Wealth
Pennsylvania
$771K -$62.7K -419 -7%
WIM
2917
Westside Investment Management
California
$771K – – –
BA
2918
Brightwater Advisory
Florida
$771K – – –
QFP
2919
Quantum Financial Partners
Kansas
$770K +$843K +5,632 New
RCA
2920
Riverview Capital Advisers
Massachusetts
$770K -$110K -735 -12%
MAM
2921
McLean Asset Management
Virginia
$769K -$101K -677 -12%
LIA
2922
LifePlan Investment Advisors
North Carolina
$769K +$33.5K +224 +4%
CC
2923
Commons Capital
Massachusetts
$768K +$2.25K +15 +0.3%
MFS
2924
McNamara Financial Services
Massachusetts
$767K +$6.29K +42 +0.8%
TC
2925
TwinBeech Capital
New York
$767K +$840K +5,610 New
115 116
117
118 119