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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
3501
White Lighthouse Investment Management
Massachusetts
$431K -$17.8K -119 -4%
WCL
3502
Wealth Care LLC
Florida
$431K +$150 +1 +0%
TCM
3503
TruNorth Capital Management
Michigan
$431K +$235K +1,570 +99%
HWM
3504
HFG Wealth Management
Texas
$430K -$1.64M -10,932 -78%
BWM
3505
Buska Wealth Management
Wisconsin
$430K +$4.64K +31 +1%
EPI
3506
Eddie Patel Inc
Illinois
$429K +$470K +3,138 New
WAS
3507
WESPAC Advisors SoCal
California
$429K +$748 +5 +0.2%
GG
3508
GenWealth Group
New Jersey
$429K -$1.95K -13 -0.4%
VAF
3509
Values Added Financial
District of Columbia
$428K +$2.25K +15 +0.5%
CKAIS
3510
Christensen King & Associates Investment Services
Washington
$428K -$59.7K -399 -11%
FWP
3511
Fiduciary Wealth Partners
Massachusetts
$428K +$10K +67 +2%
PS
3512
Portfolio Strategies
New York
$427K -$20.2K -135 -4%
CAG
3513
Centerpoint Advisory Group
Kansas
$426K +$56.4K +377 +14%
RIA
3514
Realta Investment Advisors
Delaware
$426K -$154K -1,031 -25%
PC
3515
Purewater Capital
Texas
$426K -$22.3K -149 -5%
HWM
3516
HighMark Wealth Management
Minnesota
$425K -$4.49K -30 -1%
PWM
3517
Palacios Wealth Management
Florida
$425K -$5.09K -34 -1%
AWS
3518
Alliance Wealth Strategies
Virginia
$424K – – –
SWA
3519
Strategies Wealth Advisors
Michigan
$424K -$6.29K -42 -1%
BWM
3520
BNB Wealth Management
Maryland
$423K -$599 -4 -0.1%
VFM
3521
Vision Financial Markets
Connecticut
$423K -$27.5K -184 -6%
RIP
3522
RAM Investment Partners
Washington
$422K +$249K +1,663 +117%
DC
3523
DeDora Capital
California
$422K +$6.29K +42 +1%
SG
3524
Strid Group
Pennsylvania
$422K – – –
EF
3525
Entrust Financial
Pennsylvania
$421K +$449 +3 +0.1%
139 140
141
142 143