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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2926
Pennsylvania Capital Management
Pennsylvania
$751K -$29.3K -265 -4%
IFWM
2927
Institute for Wealth Management
Colorado
$750K -$12.8K -116 -2%
AIA
2928
Arbor Investment Advisors
North Carolina
$750K -$2.65K -24 -0.4%
KWM
2929
Keebeck Wealth Management
Illinois
$750K +$84.5K +764 +14%
MEG
2930
Millstone Evans Group
Colorado
$750K -$17.7K -160 -2%
CC
2931
Carlson Capital
Texas
$749K +$697K +6,300 New
UWS
2932
Unique Wealth Strategies
Illinois
$748K – – –
EB
2933
Emprise Bank
Kansas
$747K -$110K -994 -14%
WLPWM
2934
Walled Lake Planning & Wealth Management
Illinois
$747K -$22.3K -202 -3%
HIM
2935
Harbour Investment Management
Washington
$746K – – –
GCM
2936
Gables Capital Management
Florida
$745K – – –
IAG
2937
Ipsen Advisor Group
Arkansas
$744K -$15K -136 -2%
AWM
2938
Avondale Wealth Management
Texas
$743K – – –
CP
2939
Camelot Portfolios
Ohio
$742K +$217K +1,966 +46%
FFG
2940
Fiduciary Financial Group
California
$740K +$67K +606 +9%
FOFP
2941
Fee-Only Financial Planning
South Carolina
$739K – – –
UIA
2942
Ulland Investment Advisors
Minnesota
$739K -$88.5K -800 -11%
RCA
2943
Riverview Capital Advisers
Massachusetts
$739K -$24.4K -221 -3%
CAS
2944
CTC Alternative Strategies
Illinois
$737K +$686K +6,200 New
TWP
2945
Tempus Wealth Planning
California
$737K +$7.41K +67 +1%
OFO
2946
OneAscent Family Office
Alabama
$737K +$24.2K +219 +4%
BCA
2947
Bay Capital Advisors
Virginia
$737K -$74.7K -675 -10%
WC
2948
Weil Company
California
$735K -$14.5K -131 -2%
EBWM
2949
Eagle Bluffs Wealth Management
Missouri
$735K +$3.65K +33 +0.5%
OW
2950
Olistico Wealth
Oklahoma
$733K -$111K -1,000 -14%
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118
119 120