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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3026
Compass Ion Advisors
Pennsylvania
$213K -$7.76K -86 -3%
LBA
3027
Lowell Blake & Associates
Massachusetts
$213K – – –
WA
3028
Wealthstream Advisors
New York
$212K -$88K -976 -28%
GKWIM
3029
Gerber Kawasaki Wealth & Investment Management
California
$212K -$8.66K -96 -4%
CWM
3030
Concentrum Wealth Management
California
$212K +$1.8K +20 +0.8%
JTWM
3031
Jackson Thornton Wealth Management
Alabama
$212K +$223K +2,470 New
FFA
3032
Fi3 Financial Advisors
Indiana
$212K +$226K +2,501 New
TIA
3033
Traphagen Investment Advisors
New Jersey
$212K +$13.2K +146 +4%
WIP
3034
WealthCare Investment Partners
Rhode Island
$211K +$1.89K +21 +0.9%
LC
3035
Legacy CG
Texas
$210K -$73.2K -811 -25%
NED
3036
Nancy E. Dempze
$210K -$13.5K -150 -6%
CWC
3037
Carolinas Wealth Consulting
North Carolina
$210K -$5.05K -56 -2%
DP
3038
Denver PWM
Colorado
$210K +$221K +2,446 New
MWA
3039
Motive Wealth Advisors
Michigan
$210K +$221K +2,450 New
BMWM
3040
Brown Miller Wealth Management
Virginia
$209K -$90 -1 -0%
LRWA
3041
Long Run Wealth Advisors
New York
$209K – – –
PFP
3042
Paragon Financial Partners
California
$209K +$90 +1 +0%
LWMG
3043
Levy Wealth Management Group
Pennsylvania
$209K +$220K +2,437 New
TC
3044
Trilogy Capital
California
$209K +$220K +2,440 New
GTAM
3045
Global Trust Asset Management
Florida
$207K – – –
SWM
3046
Sculati Wealth Management
Michigan
$207K +$217K +2,411 New
SWM
3047
Scissortail Wealth Management
Oklahoma
$206K -$201K -2,225 -40%
EA
3048
Echo45 Advisors
California
$206K -$52K -577 -19%
KFSC
3049
Keystone Financial Services (Colorado)
Colorado
$206K +$197K +2,185 New
AP
3050
Adero Partners
California
$206K +$219K +2,425 New
120 121
122
123 124