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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
3126
Warren Street Wealth Advisors
California
$371K +$18.6K +170 +6%
CSIA
3127
Charles Schwab Investment Advisory
California
$371K -$48.5K -442 -12%
BWA
3128
Blodgett Wealth Advisors
California
$370K
APS
3129
American Planning Services
Florida
$370K -$29.1K -265 -8%
VAM
3130
Verity Asset Management
North Carolina
$370K -$2.52K -23 -0.7%
RLIM
3131
Red Lighthouse Investment Management
New York
$370K +$16.5K +150 +5%
IFA
3132
Index Fund Advisors
California
$369K -$3.29K -30 -0.9%
AAM
3133
Aureus Asset Management
Massachusetts
$369K -$44.9K -409 -12%
EA
3134
Emerald Advisors
Washington
$368K +$344K +3,132 New
CSWG
3135
Cardinal Strategic Wealth Guidance
Kentucky
$368K +$21.1K +192 +7%
WCA
3136
Westover Capital Advisors
Delaware
$367K
LIP
3137
Lighthouse Investment Partners
Florida
$367K +$342K +3,122 New
MCC
3138
Money Concepts Capital
Florida
$367K +$10.4K +95 +3%
PWM
3139
Purus Wealth Management
California
$367K +$4.28K +39 +1%
HB
3140
Horizon Bancorp
Indiana
$366K +$45.2K +412 +15%
KWM
3141
Keebeck Wealth Management
Illinois
$365K
PIAS
3142
PCA Investment Advisory Services
Ohio
$364K +$439 +4 +0.1%
WPIC
3143
White Pine Investment Company
Michigan
$364K
CI
3144
Ceera Investments
Texas
$364K
OCFG
3145
O'Connor Financial Group
Illinois
$364K +$3.73K +34 +1%
RWM
3146
Ruedi Wealth Management
Illinois
$364K +$9.65K +88 +3%
BEAM
3147
Baker Ellis Asset Management
Washington
$362K -$121K -1,100 -26%
CP
3148
Castleview Partners
Texas
$362K -$39.5K -360 -10%
IEFM
3149
IQ EQ Fund Management
Ireland
$361K
MWA
3150
Motive Wealth Advisors
Michigan
$360K -$29K -264 -8%