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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
3501
PMV Capital Advisers
Texas
$419K – – –
BCM
3502
Brookmont Capital Management
Texas
$418K – – –
PFM
3503
Peak Financial Management
Massachusetts
$418K +$19.9K +133 +5%
CWM
3504
Cabot Wealth Management
Massachusetts
$418K -$37.6K -251 -8%
AA
3505
ACT Advisors
North Carolina
$417K +$18.1K +121 +4%
CFS
3506
CGC Financial Services
Oregon
$417K +$32.5K +217 +8%
AGAM
3507
Audent Global Asset Management
California
$415K -$51.2K -342 -10%
SP
3508
Sequent Planning
Nebraska
$414K -$7.48K -50 -2%
ML
3509
Mayport LLC
Massachusetts
$414K +$31.6K +211 +7%
TI
3510
tru Independence
Oregon
$413K +$22K +147 +5%
SFG
3511
Strive Financial Group
Indiana
$413K +$282K +1,882 +165%
BHA
3512
Beech Hill Advisors
New York
$412K – – –
TP
3513
Trailhead Planners
Minnesota
$411K +$2.25K +15 +0.5%
AU
3514
AlphaGrep UK
$410K +$246K +1,645 +121%
EGM
3515
Engineers Gate Manager
New York
$410K +$98.3K +657 +28%
ETS
3516
ESL Trust Services
New York
$410K – – –
VPW
3517
Vericrest Private Wealth
Pennsylvania
$410K – – –
SCM
3518
Sollinda Capital Management
Florida
$410K – – –
FWMP
3519
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$409K +$30.2K +202 +7%
RCP
3520
Roan Capital Partners
Tennessee
$408K -$29K -194 -6%
WAS
3521
Wealth Advisory Solutions
Indiana
$408K – – –
EWA
3522
Eagle Wealth Advisors
Connecticut
$407K +$52.4K +350 +13%
MW
3523
Members Wealth
Pennsylvania
$407K -$17.8K -119 -4%
SGI
3524
Swan Global Investments
Colorado
$406K +$39.8K +266 +10%
KCM
3525
Kendall Capital Management
Maryland
$406K – – –
139 140
141
142 143