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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
3151
Instrumental Wealth
Florida
$559K +$5.78K +52 +1%
SW
3152
SkyOak Wealth
Michigan
$559K – – –
KHCM
3153
Kirtland Hills Capital Management
Ohio
$557K -$3.67K -33 -0.7%
FWP
3154
Falcon Wealth Planning
California
$557K +$99.8K +898 +22%
LWA
3155
Lowe Wealth Advisors
Maryland
$556K – – –
MC
3156
Mathes Company
New York
$556K -$58.4K -525 -10%
SWM
3157
Shelton Wealth Management
Texas
$556K -$316K -2,843 -37%
PFA
3158
Pettinga Financial Advisors
Indiana
$556K +$212K +1,911 +63%
PWM
3159
Peck Wealth Management
New York
$554K +$546K +4,916 New
EA
3160
Evolution Advisers
Virginia
$554K +$13.3K +120 +2%
BHA
3161
Beech Hill Advisors
New York
$554K -$162K -1,457 -23%
MC
3162
Machina Capital
France
$553K -$515K -4,637 -49%
BIA
3163
Bell Investment Advisors
California
$553K -$10.4K -94 -2%
WP
3164
Wealthspan Partners
Iowa
$552K -$5.56K -50 -1%
CPA
3165
Capital Planning Advisors
California
$552K -$9.45K -85 -2%
PWAC
3166
Private Wealth Advisors (California)
California
$552K -$3.56K -32 -0.6%
SDWIA
3167
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$552K -$8.12K -73 -1%
FHB
3168
First Hawaiian Bank
Hawaii
$550K +$61.6K +554 +13%
KW
3169
Keyvantage Wealth
Pennsylvania
$550K -$8.12K -73 -1%
AWA
3170
Aletheian Wealth Advisors
Washington
$549K -$10K -90 -2%
KA
3171
Kozak & Associates
Colorado
$549K +$20.1K +181 +4%
RIM
3172
Rockbridge Investment Management
New York
$548K -$16.3K -147 -3%
BF
3173
Blankinship & Foster
California
$548K +$5.89K +53 +1%
GCA
3174
Gallagher Capital Advisors
Texas
$547K +$4.67K +42 +0.9%
MWA
3175
Merkkuri Wealth Advisors
New York
$545K +$6K +54 +1%
125 126
127
128 129