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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3226
Elite Wealth Management
Washington
$353K – – –
BLAM
3227
Bourne Lent Asset Management
New York
$353K – – –
PWM
3228
Purus Wealth Management
California
$353K +$43K +409 +13%
AFWM
3229
AMJ Financial Wealth Management
Virginia
$353K +$105 +1 +0%
MIM
3230
Meixler Investment Management
Arizona
$352K – – –
RFS
3231
Retirement Financial Solutions
Tennessee
$352K +$370K +3,522 New
COA
3232
Crown Oak Advisors
California
$352K +$370K +3,521 New
PGF
3233
Plan Group Financial
Oklahoma
$352K -$70.3K -669 -16%
TCM
3234
Towercrest Capital Management
Pennsylvania
$351K +$2.42K +23 +0.7%
JFG
3235
JDM Financial Group
Texas
$351K – – –
WLIM
3236
White Lighthouse Investment Management
Massachusetts
$350K – – –
KWM
3237
Kolinsky Wealth Management
New Jersey
$350K -$22.5K -214 -6%
NF
3238
Norwood Financial
Pennsylvania
$349K -$905K -8,610 -71%
IPWA
3239
International Private Wealth Advisors
California
$348K +$366K +3,483 New
MIM
3240
Macroview Investment Management
Maryland
$348K – – –
PFM
3241
Peak Financial Management
Massachusetts
$348K +$105K +1,000 +40%
HFS
3242
Hoge Financial Services
Pennsylvania
$347K +$365K +3,472 New
SCG
3243
Sonata Capital Group
Washington
$346K – – –
SC
3244
Saturna Capital
Washington
$346K – – –
AWS
3245
Aspen Wealth Strategies
Colorado
$346K +$526 +5 +0.1%
BA
3246
Bluesphere Advisors
Pennsylvania
$345K -$17.2K -164 -5%
BEW
3247
Burton Enright Welch
California
$344K -$39.7K -378 -10%
FIBT
3248
First International Bank & Trust
North Dakota
$344K -$39K -371 -10%
RCM
3249
Requisite Capital Management
Texas
$344K -$90.6K -862 -20%
AWM
3250
Affinity Wealth Management
Delaware
$344K – – –
128 129
130
131 132