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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
3126
Tranquility Partners
Tennessee
$331K +$322K +3,003 New
KLI
3127
Kelman-Lazarov Inc
Tennessee
$331K +$2.89K +27 +0.9%
MPCG
3128
Matrix Private Capital Group
New York
$331K -$21.4K -200 -6%
RLIM
3129
Red Lighthouse Investment Management
New York
$331K +$321K +2,998 New
APS
3130
American Planning Services
Florida
$330K +$320K +2,990 +149,500%
AFG
3131
Arkansas Financial Group
Arkansas
$330K -$30K -280 -9%
MIAS
3132
Mason Investment Advisory Services
Virginia
$329K -$79.4K -741 -20%
CC
3133
Cornerstone Capital
California
$328K -$90.6K -846 -22%
SL
3134
Summitry LLC
California
$328K -$214 -2 -0.1%
JF
3135
Joule Financial
Kentucky
$328K +$319K +2,973 New
HWM
3136
HighMark Wealth Management
Minnesota
$327K +$2.46K +23 +0.8%
SG
3137
Sharper & Granite
California
$327K +$317K +2,961 New
SWA
3138
ShankerValleau Wealth Advisors
Illinois
$325K – – –
HS
3139
Horan Securities
United States
$324K +$15.8K +147 +5%
SFG
3140
Sunburst Financial Group
Alabama
$324K – – –
CSWG
3141
Cardinal Strategic Wealth Guidance
Kentucky
$323K +$214 +2 +0.1%
ACA
3142
Aspire Capital Advisors
Washington
$322K +$1.61K +15 +0.5%
FVWA
3143
Foster Victor Wealth Advisors
South Carolina
$320K -$1.29K -12 -0.4%
RIA
3144
RPG Investment Advisory
California
$320K – – –
BWM
3145
Boyd Wealth Management
California
$319K +$13.4K +125 +5%
MSFP
3146
Mark Sheptoff Financial Planning
Connecticut
$319K – – –
HWM
3147
Howard Wealth Management
Connecticut
$317K – – –
WPWM
3148
Western Pacific Wealth Management
Illinois
$317K +$85.6K +799 +38%
FA
3149
Fiduciary Alliance
South Carolina
$315K +$306K +2,859 New
DA
3150
Drake & Associates
Wisconsin
$315K +$59.7K +557 +24%
124 125
126
127 128