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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
3151
Warren Street Wealth Advisors
California
$320K +$44.6K +409 +16%
LTI
3152
Laffer Tengler Investments
Tennessee
$319K – – –
SWA
3153
Sutton Wealth Advisors
Florida
$319K +$31.3K +287 +11%
EWA
3154
ERTS Wealth Advisors
Michigan
$318K +$8.4K +77 +3%
OPWM
3155
Oakwell Private Wealth Management
Texas
$316K +$322K +2,951 New
SFC
3156
SYM Financial Corp
Indiana
$316K -$75.1K -688 -19%
SWA
3157
ShankerValleau Wealth Advisors
Illinois
$316K – – –
TAM
3158
Trillium Asset Management
Massachusetts
$315K -$54.6K -500 -15%
WAS
3159
Winch Advisory Services
Wisconsin
$315K +$39.4K +361 +14%
CSWG
3160
Cardinal Strategic Wealth Guidance
Kentucky
$315K +$109 +1 +0%
WAM
3161
Worth Asset Management
Texas
$315K -$46K -422 -13%
NL
3162
Navalign LLC
California
$314K -$38.8K -356 -11%
AL
3163
ACAS LLC
California
$313K +$17K +156 +6%
LCM
3164
Liberty Capital Management
Michigan
$313K -$21.8K -200 -6%
CC
3165
Copperleaf Capital
North Carolina
$312K -$337K -3,089 -51%
RIA
3166
RPG Investment Advisory
California
$311K – – –
PK
3167
Pflug Koory
Nebraska
$311K +$2.73K +25 +0.9%
SFG
3168
Sunburst Financial Group
Alabama
$311K +$1.64K +15 +0.5%
BWM
3169
Boyd Wealth Management
California
$310K – – –
SP
3170
SWS Partners
Ohio
$309K -$35.8K -328 -10%
CIA
3171
Caerus Investment Advisors
Texas
$308K +$313K +2,872 New
BDF
3172
Black Diamond Financial
Maryland
$306K – – –
HWM
3173
Howard Wealth Management
Connecticut
$306K – – –
SWMG
3174
Signature Wealth Management Group
Georgia
$305K +$310K +2,843 New
AP
3175
Adero Partners
California
$304K -$171K -1,566 -36%
125 126
127
128 129