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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
3026
Strategic Family Wealth Counselors
New Jersey
$366K +$3.87K +35 +1%
AWS
3027
Arkfeld Wealth Strategies
Nebraska
$366K +$442 +4 +0.1%
SFA
3028
Source Financial Advisors
New York
$365K +$7.85K +71 +2%
SIC
3029
Sterling Investment Counsel
New York
$365K +$664 +6 +0.2%
CFCI
3030
Comprehensive Financial Consultants Institutional
Indiana
$365K – – –
RFS
3031
Retirement Financial Solutions
Tennessee
$365K – – –
TS
3032
Tamar Securities
California
$365K +$2.99K +27 +0.8%
BHC
3033
Bowen Hanes & Co
Florida
$365K -$7.19K -65 -2%
WAG
3034
Winthrop Advisory Group
Massachusetts
$364K +$3.76K +34 +1%
WCA
3035
Westover Capital Advisors
Delaware
$364K +$995 +9 +0.3%
RFA
3036
Register Financial Advisors
Georgia
$363K +$86.4K +781 +31%
EWA
3037
EP Wealth Advisors
California
$363K -$69.2M -625,799 -98%
TA
3038
Teramo Advisors
Florida
$362K +$55.3K +500 +18%
LIP
3039
Lighthouse Investment Partners
Florida
$362K +$365K +3,300 New
MFGM
3040
Marshall Financial Group (Maryland)
Maryland
$362K -$1.44K -13 -0.4%
CF
3041
Clarity Financial
Texas
$361K -$12.1M -109,753 -97%
CWM
3042
Circle Wealth Management
New Jersey
$360K -$1.33K -12 -0.4%
NL
3043
Navalign LLC
California
$360K +$109K +983 +43%
MWA
3044
Mills Wealth Advisors
Texas
$360K +$5.42K +49 +2%
SPI
3045
Santori & Peters Inc
Pennsylvania
$360K +$14.4K +130 +4%
TF
3046
Trek Financial
Arizona
$359K -$128K -1,156 -26%
VW
3047
Vance Wealth
California
$359K -$19.5K -176 -5%
SC
3048
SRB Corp
Massachusetts
$359K +$362K +3,270 New
KWM
3049
Kolinsky Wealth Management
New Jersey
$358K -$18.4K -166 -5%
PWS
3050
Private Wealth Strategies
Ohio
$357K +$1.33K +12 +0.4%
120 121
122
123 124