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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
2951
O'Brien Wealth Partners
Massachusetts
$253K -$8.77K -96 -3%
RIA
2952
RPG Investment Advisory
California
$253K – – –
NF
2953
Nvest Financial
New Hampshire
$251K +$262K +2,872 New
HWM
2954
Howard Wealth Management
Connecticut
$251K +$263K +2,878 New
WCWM
2955
Willow Creek Wealth Management
California
$250K -$38.8K -425 -13%
MA
2956
Maxele Advisors
Missouri
$250K -$11.7K -128 -4%
FPCG
2957
Forum Private Client Group
Indiana
$249K -$6.67K -73 -2%
DAM
2958
Derbend Asset Management
Georgia
$247K +$5.48K +60 +2%
EWM
2959
Elmwood Wealth Management
California
$246K – – –
WLIM
2960
White Lighthouse Investment Management
Massachusetts
$246K – – –
VAM
2961
Verity Asset Management
North Carolina
$245K +$256K +2,801 New
1W
2962
1776 Wealth
Georgia
$244K -$13.7K -150 -5%
AWCI
2963
Alpine Woods Capital Investors
New York
$244K – – –
CPP
2964
Capasso Planning Partners
South Carolina
$244K +$8.03K +88 +3%
HS
2965
Horan Securities
United States
$244K +$208K +2,283 +447%
DSA
2966
Droms Strauss Advisors
Missouri
$244K +$255K +2,792 New
TA
2967
Teramo Advisors
Florida
$244K +$256K +2,800 New
TWP
2968
Total Wealth Planning
Ohio
$243K +$2.74K +30 +1%
ZAM
2969
Zevin Asset Management
Massachusetts
$242K -$260K -2,853 -51%
TC
2970
Truvestments Capital
Florida
$242K -$17.9K -196 -7%
BWM
2971
Boyd Wealth Management
California
$242K – – –
SFI
2972
SPC Financial Inc
Maryland
$242K – – –
PCMF
2973
Private Capital Management (Florida)
Florida
$242K +$253K +2,775 New
AWM
2974
Avaii Wealth Management
Wisconsin
$241K +$7.67K +84 +3%
FW
2975
FirstPurpose Wealth
Utah
$240K -$16.1K -176 -6%
117 118
119
120 121