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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
3176
Signature Wealth Management Group
Georgia
$305K +$310K +2,843 New
AP
3177
Adero Partners
California
$304K -$171K -1,566 -36%
PIA
3178
Pinion Investment Advisors
Kansas
$304K +$86.1K +789 +39%
WAG
3179
Windsor Advisory Group
Ohio
$304K – – –
SG
3180
Sharper & Granite
California
$304K – – –
1W
3181
1776 Wealth
Georgia
$302K -$218 -2 -0.1%
EWM
3182
Elmwood Wealth Management
California
$302K – – –
BFW
3183
Brady Family Wealth
Missouri
$301K – – –
AWCI
3184
Alpine Woods Capital Investors
New York
$301K +$218 +2 +0.1%
HWM
3185
Hassell Wealth Management
Louisiana
$301K – – –
CPG
3186
Cornerstone Planning Group
New Jersey
$300K +$306K +2,801 New
VPP
3187
Vertex Planning Partners
Illinois
$300K +$37K +339 +14%
VCP
3188
Vista Capital Partners
Oregon
$299K – – –
SIA
3189
Strategic Investment Advisors
Michigan
$299K +$87.7K +804 +41%
RGI
3190
River Global Investors
United Kingdom
$298K +$303K +2,780 New
ZAM
3191
Zevin Asset Management
Massachusetts
$297K – – –
PFM
3192
Peak Financial Management
Massachusetts
$296K +$301K +2,761 New
GCM
3193
Goldstream Capital Management
Hong Kong
$296K +$100K +921 +50%
RF
3194
Robinswood Financial
Washington
$295K +$300K +2,751 New
BW
3195
Basepoint Wealth
Iowa
$295K +$3.38K +31 +1%
GKWIM
3196
Gerber Kawasaki Wealth & Investment Management
California
$295K -$764 -7 -0.3%
DJFS
3197
Dean Jacobson Financial Services
Texas
$295K – – –
CIA
3198
Cascade Investment Advisors
Oregon
$294K +$9.49K +87 +3%
I2I
3199
Insight 2811 Inc
Illinois
$293K +$298K +2,729 New
AWM
3200
Avondale Wealth Management
Texas
$292K -$73.6K -675 -20%