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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3201
IAG Wealth Partners
Wisconsin
$17K – – –
JWBC
3202
John W. Brooker & Co
California
$17K – – –
IAS
3203
IMA Advisory Services
Colorado
$14K – – –
WIM
3204
Wilen Investment Management
Florida
$13K – – –
DWA
3205
Dougherty Wealth Advisers
Minnesota
$12K – – –
IA
3206
IFS Advisors
Kansas
$12K – – –
APF
3207
Alaska Permanent Fund
Alaska
$11K +$365 +4 +3%
HWP
3208
Highline Wealth Partners
California
$10.7K +$11.2K +123 New
GI
3209
GS Investments
Minnesota
$9K – – –
CG
3210
Cutler Group
California
$8K -$8.39M -91,858 -100%
PPWM
3211
PFG Private Wealth Management
Florida
$8K – – –
CAM
3212
ClariVest Asset Management
California
$7K – – –
PLU
3213
Performa Ltd (US)
South Carolina
$7K – – –
BCPWM
3214
Bradley & Co Private Wealth Management
Florida
$5K – – –
WWP
3215
WR Wealth Planners
Missouri
$4.71K +$1.28K +14 +35%
AS
3216
Altshuler Shaham
Israel
$4K -$121K -1,328 -97%
BC
3217
Belmont Capital
California
$3K – – –
CQS
3218
Credential Qtrade Securities
$2.1K -$3.29K -36 -60%
FCG
3219
Financial Connections Group
California
$2K -$28.9K -317 -92%
AWMS
3220
Advocacy Wealth Management Services
Georgia
$2K – – –
KFP
3221
KB Financial Partners
New Jersey
$2K +$1.64K +18 New
ARS
3222
Adirondack Retirement Specialists
New York
$2K +$2.28K +25 New
ACM
3223
Absolute Capital Management
Pennsylvania
$1.42K +$1.46K +16 New
APS
3224
American Planning Services
Florida
$261 -$272K -2,976 -100%
CET
3225
Clean Energy Transition
United Kingdom
– -$43.6M -509,281 Closed
127 128
129
130 131