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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
3126
Matrix Private Capital Group
New York
$331K -$21.4K -200 -6%
RLIM
3127
Red Lighthouse Investment Management
New York
$331K +$321K +2,998 New
APS
3128
American Planning Services
Florida
$330K +$320K +2,990 +149,500%
AFG
3129
Arkansas Financial Group
Arkansas
$330K -$30K -280 -9%
MIAS
3130
Mason Investment Advisory Services
Virginia
$329K -$79.4K -741 -20%
CC
3131
Cornerstone Capital
California
$328K -$90.6K -846 -22%
SL
3132
Summitry LLC
California
$328K -$214 -2 -0.1%
JF
3133
Joule Financial
Kentucky
$328K +$319K +2,973 New
HWM
3134
HighMark Wealth Management
Minnesota
$327K +$2.46K +23 +0.8%
SG
3135
Sharper & Granite
California
$327K +$317K +2,961 New
SWA
3136
ShankerValleau Wealth Advisors
Illinois
$325K – – –
HS
3137
Horan Securities
United States
$324K +$15.8K +147 +5%
SFG
3138
Sunburst Financial Group
Alabama
$324K – – –
CSWG
3139
Cardinal Strategic Wealth Guidance
Kentucky
$323K +$214 +2 +0.1%
ACA
3140
Aspire Capital Advisors
Washington
$322K +$1.61K +15 +0.5%
FVWA
3141
Foster Victor Wealth Advisors
South Carolina
$320K -$1.29K -12 -0.4%
RIA
3142
RPG Investment Advisory
California
$320K – – –
BWM
3143
Boyd Wealth Management
California
$319K +$13.4K +125 +5%
MSFP
3144
Mark Sheptoff Financial Planning
Connecticut
$319K – – –
HWM
3145
Howard Wealth Management
Connecticut
$317K – – –
WPWM
3146
Western Pacific Wealth Management
Illinois
$317K +$85.6K +799 +38%
FA
3147
Fiduciary Alliance
South Carolina
$315K +$306K +2,859 New
DA
3148
Drake & Associates
Wisconsin
$315K +$59.7K +557 +24%
VC
3149
Veery Capital
Delaware
$314K +$40K +373 +15%
RPG
3150
Resource Planning Group
Georgia
$314K -$129K -1,201 -30%
124 125
126
127 128