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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3051
Tortoise Investment Management
New York
$657K +$79.6K +532 +12%
DG
3052
Diesslin Group
Texas
$657K +$12K +80 +2%
SC
3053
Schiavi & Co
Delaware
$656K -$26.6K -178 -4%
HIW
3054
Holos Integrated Wealth
Pennsylvania
$656K -$44.9K -300 -6%
TWM
3055
TSA Wealth Management
Texas
$656K +$167K +1,116 +30%
FF
3056
Fluent Financial
Texas
$656K -$16K -107 -2%
BWM
3057
Birchcreek Wealth Management
Ohio
$656K +$29.9K +200 +4%
BAM
3058
Belleair Asset Management
Florida
$655K – – –
SCM
3059
Spreng Capital Management
Ohio
$654K +$4.79K +32 +0.7%
CIG
3060
Cairn Investment Group
Washington
$654K – – –
WCM
3061
Washington Capital Management
Washington
$654K – – –
KWM
3062
Kaydan Wealth Management
Michigan
$650K – – –
KA
3063
Kozak & Associates
Colorado
$649K +$4.64K +31 +0.7%
CCM
3064
Chiron Capital Management
Florida
$649K -$8.38K -56 -1%
AFP
3065
Alpha Financial Partners
Kentucky
$649K -$32.8K -219 -4%
GCA
3066
Gallagher Capital Advisors
Texas
$648K +$4.79K +32 +0.7%
DFG
3067
Demars Financial Group
Washington
$647K – – –
PCM
3068
Peirce Capital Management
Texas
$646K -$10.2K -68 -1%
SW
3069
SkyOak Wealth
Michigan
$646K – – –
LAM
3070
Lountzis Asset Management
Pennsylvania
$646K -$126K -843 -15%
FI
3071
FinArc Investments
Massachusetts
$645K – – –
SIA
3072
SGL Investment Advisors
Montana
$645K +$56.1K +375 +10%
1IA
3073
1620 Investment Advisors
Massachusetts
$644K -$111K -739 -14%
ARC
3074
Advisor Resource Council
Texas
$644K -$48.2K -322 -6%
LFP
3075
Lakeshore Financial Planning
Michigan
$643K +$150 +1 +0%
121 122
123
124 125