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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2926
Brightwater Advisory
Florida
$660K – – –
CIM
2927
Confluence Investment Management
Missouri
$659K +$21.4K +185 +3%
AWA
2928
Alta Wealth Advisors
Massachusetts
$659K +$267K +2,311 +70%
PCM
2929
Pennsylvania Capital Management
Pennsylvania
$658K +$77.9K +675 +14%
SWM
2930
Seed Wealth Management
Illinois
$658K – – –
KFS
2931
Kelly Financial Services
Massachusetts
$657K -$32.7K -283 -5%
FFO
2932
Fortitude Family Office
Arizona
$657K -$298K -2,578 -32%
ME
2933
McIlrath & Eck
Washington
$657K +$44.7K +387 +7%
KLI
2934
Kelman-Lazarov Inc
Tennessee
$656K – – –
SFG
2935
Sather Financial Group
Texas
$656K +$207K +1,793 +47%
CLA
2936
Carnegie Lake Advisors
New Jersey
$655K +$645K +5,588 New
WAM
2937
Worth Asset Management
Texas
$653K +$16.3K +141 +3%
SCP
2938
Shorepoint Capital Partners
Massachusetts
$653K +$4.62K +40 +0.7%
LAM
2939
Lingohr Asset Management
Germany
$653K -$47.7K -413 -7%
RA
2940
Ruggaard & Associates
Ohio
$651K – – –
PA
2941
Paragon Advisors
Texas
$650K -$86.3K -747 -12%
DJYG
2942
David J. Yvars Group
Florida
$649K +$35.1K +304 +6%
BF
2943
Brogan Financial
Tennessee
$648K +$3.69K +32 +0.6%
AWP
2944
Abacus Wealth Partners
California
$648K +$178K +1,538 +39%
NRC
2945
New Republic Capital
North Carolina
$648K -$97.5K -844 -13%
WA
2946
Wealthstream Advisors
New York
$647K +$21.2K +184 +3%
CG
2947
Cynosure Group
Utah
$647K -$550K -4,762 -46%
S
2948
Sachetta
Massachusetts
$647K +$2.19K +19 +0.3%
BDFN
2949
Bond & Devick Financial Network
Minnesota
$645K +$141K +1,219 +28%
IAM
2950
Ion Asset Management
Israel
$645K +$635K +5,500 New
116 117
118
119 120