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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
2951
Epic Trust Investment Advisors
Washington
$498K -$3.99K -38 -0.8%
MGWA
2952
Monument Group Wealth Advisors
Massachusetts
$496K +$522K +4,964 New
GWP
2953
Gateway Wealth Partners
Wisconsin
$496K -$238K -2,268 -31%
LWA
2954
Lantern Wealth Advisors
New York
$496K +$521K +4,957 New
SWM
2955
Seed Wealth Management
Illinois
$495K – – –
PFA
2956
Pathway Financial Advisors
Vermont
$494K -$4.63K -44 -0.9%
LWA
2957
Lowe Wealth Advisors
Maryland
$494K -$4.52K -43 -0.9%
SPWM
2958
Schrum Private Wealth Management
Florida
$493K -$80.9K -770 -14%
EW
2959
Element Wealth
Mississippi
$493K -$29K -276 -5%
EA
2960
Evolution Advisers
Virginia
$492K +$1.37K +13 +0.3%
OWM
2961
OneAscent Wealth Management
Alabama
$491K +$68.4K +651 +15%
IA
2962
IAM Advisory
Pennsylvania
$490K -$3.68K -35 -0.7%
NSG
2963
Nalls Sherbakoff Group
Tennessee
$490K +$5.25K +50 +1%
PWAC
2964
Private Wealth Advisors (California)
California
$490K -$67.7K -644 -12%
PBCM
2965
Point Break Capital Management
Florida
$490K +$515K +4,900 New
RIM
2966
Rockbridge Investment Management
New York
$489K -$3.89K -37 -0.8%
RFN
2967
Redwood Financial Network
Ohio
$489K -$24.2K -230 -4%
CCA
2968
Criterion Capital Advisors
Tennessee
$487K +$512K +4,868 New
GKWIM
2969
Gerber Kawasaki Wealth & Investment Management
California
$487K +$64.6K +615 +14%
VC
2970
Veery Capital
Delaware
$486K +$72.9K +694 +17%
CYG
2971
Clean Yield Group
Vermont
$485K -$103K -982 -17%
WAG
2972
Wallace Advisory Group
California
$484K – – –
EHAM
2973
Eagle Harbor Asset Management
Washington
$484K – – –
S
2974
Sachetta
Massachusetts
$483K +$508K +4,835 New
KA
2975
Kure Advisory
Minnesota
$483K -$3.47K -33 -0.7%
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