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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3376
Swan Capital
Florida
$495K -$105K -704 -16%
SEP
3377
Signature Equity Partners
Ohio
$494K -$43.6K -291 -7%
GC
3378
Guidance Capital
Kentucky
$494K – – –
WF
3379
Whelan Financial
California
$493K +$22.2K +148 +4%
GPW
3380
Genesis Private Wealth
Virginia
$493K -$76.2K -509 -12%
BWM
3381
Base Wealth Management
Florida
$492K -$449 -3 -0.1%
TAM
3382
Trillium Asset Management
Massachusetts
$491K -$82.3K -550 -13%
GWM
3383
Goldenstone Wealth Management
California
$490K +$36.4K +243 +7%
CGFA
3384
Colton Groome Financial Advisors
North Carolina
$489K -$27.4K -183 -5%
LRIC
3385
Long Road Investment Counsel
Michigan
$488K -$192K -1,280 -26%
EWP
3386
Equity Wealth Partners
Missouri
$487K – – –
FF
3387
Farrell Financial
New York
$487K +$748 +5 +0.1%
EWA
3388
Etesian Wealth Advisors
Oregon
$487K -$26.6K -178 -5%
LTI
3389
Laffer Tengler Investments
Tennessee
$487K – – –
BWM
3390
Biltmore Wealth Management
Arizona
$486K – – –
PFG
3391
Prospect Financial Group
Virginia
$486K +$15K +100 +3%
DSAM
3392
Dock Street Asset Management
Florida
$485K – – –
BPW
3393
BlueDoor Private Wealth
Massachusetts
$485K -$21.7K -145 -4%
RFM
3394
Royal Fund Management
Florida
$485K – – –
CFP
3395
Cypress Financial Planning
New Jersey
$484K +$244K +1,630 +85%
KWM
3396
KFG Wealth Management
Indiana
$484K -$45.2K -302 -8%
RF
3397
Robinswood Financial
Washington
$484K +$28.3K +189 +6%
VPWA
3398
Vestia Personal Wealth Advisors
Indiana
$483K +$62.6K +418 +13%
WAG
3399
Wheelhouse Advisory Group
Missouri
$483K +$129K +863 +32%
TNAM
3400
Terra Nova Asset Management
New York
$482K +$74.8K +500 +17%
134 135
136
137 138