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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
3176
Beta Wealth Group
California
$937K -$14.3K -98 -2%
WG
3177
Wealth Group
North Carolina
$936K +$373K +2,554 +86%
BI
3178
Bolthouse Investments
California
$936K – – –
FWP
3179
Firethorn Wealth Partners
Georgia
$935K -$6.13K -42 -0.8%
MWP
3180
Madison Wealth Partners
Wisconsin
$935K +$65.4K +448 +9%
CA
3181
Cache Advisors
California
$934K +$803K +5,504 New
WAM
3182
Wernau Asset Management
Massachusetts
$932K +$3.94K +27 +0.5%
PWM
3183
Palumbo Wealth Management
New York
$931K +$8.03K +55 +1%
LF
3184
Lighthouse Financial
Florida
$931K +$9.63K +66 +1%
PCP
3185
Proficio Capital Partners
Massachusetts
$930K +$8.61K +59 +1%
CA
3186
Centerpoint Advisors
Massachusetts
$930K -$49.6K -340 -6%
AWA
3187
Amplius Wealth Advisors
Pennsylvania
$929K +$29K +199 +4%
1IA
3188
1620 Investment Advisors
Massachusetts
$925K – – –
TCM
3189
Tuttle Capital Management
Connecticut
$923K +$794K +5,440 New
WP
3190
Wealthspan Partners
Iowa
$922K -$67.6K -463 -8%
CA
3191
Centennial Advisors
Texas
$922K +$31.1K +213 +4%
TAP
3192
TSG Advice Partners
Ohio
$922K +$110K +754 +16%
PCFFS
3193
Pacific Center for Financial Services
California
$922K -$10.2K -70 -1%
CLA
3194
Carnegie Lake Advisors
New Jersey
$922K -$22.6K -155 -3%
LSWP
3195
Liberty Square Wealth Partners
Pennsylvania
$921K -$62.2K -426 -7%
BGAI
3196
Bruce G. Allen Investments
Colorado
$920K -$45.1K -309 -5%
AWA
3197
Adapt Wealth Advisors
Georgia
$920K – – –
IFA
3198
Independence Financial Advisors
New Hampshire
$919K +$75.6K +518 +11%
OFG
3199
OmniStar Financial Group
North Carolina
$919K -$690K -4,731 -47%
RFN
3200
RDA Financial Network
Iowa
$917K -$83.9K -575 -10%
126 127
128
129 130