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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
3026
Bernardo Wealth Planning
Pennsylvania
$618K +$5.24K +49 +0.9%
OWA
3027
Octavia Wealth Advisors
Ohio
$617K -$37.5K -351 -6%
RFN
3028
RDA Financial Network
Iowa
$617K -$12.4K -116 -2%
S
3029
Sachetta
Massachusetts
$617K +$6.09K +57 +1%
BC
3030
Bowman & Company
Wisconsin
$616K -$1.6K -15 -0.3%
SMF
3031
Scott Marsh Financial
Utah
$616K +$611K +5,712 New
NIM
3032
Nexus Investment Management
Ontario, Canada
$615K – – –
PBC
3033
Pavion Blue Capital
California
$614K – – –
MCM
3034
McRae Capital Management
New Jersey
$614K – – –
FDCP
3035
Foster Dykema Cabot & Partners
Massachusetts
$614K +$25.1K +235 +4%
CWMGP
3036
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$614K +$63.7K +596 +12%
UIA
3037
Ulland Investment Advisors
Minnesota
$612K -$57.6K -539 -9%
SFS
3038
Security Financial Services
Indiana
$612K +$49.4K +462 +9%
JLBC
3039
J.L. Bainbridge & Co
Florida
$611K +$2.78K +26 +0.5%
CTI
3040
Community Trust & Investment
Kentucky
$610K -$20.3K -190 -3%
FM
3041
Family Management
New York
$610K -$71.5K -669 -11%
WCM
3042
Washington Capital Management
Washington
$610K -$8.02K -75 -1%
BF
3043
Brogan Financial
Tennessee
$610K +$4.92K +46 +0.8%
MFS
3044
McNamara Financial Services
Massachusetts
$609K – – –
CWG
3045
Crown Wealth Group
North Carolina
$609K +$6.63K +62 +1%
BA
3046
Brightwater Advisory
Florida
$608K -$8.77K -82 -1%
WF
3047
Wayfinding Financial
Washington
$607K -$2.89K -27 -0.5%
EWA
3048
Etesian Wealth Advisors
Oregon
$606K – – –
WAG
3049
Winthrop Advisory Group
Massachusetts
$606K +$120K +1,123 +25%
DJYG
3050
David J. Yvars Group
Florida
$606K +$107 +1 +0%
120 121
122
123 124