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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3501
Intelligence Driven Advisers
California
$242K +$248K +2,357 New
CWM
3502
Cranbrook Wealth Management
Michigan
$242K +$12.2K +116 +5%
CWM
3503
Compass Wealth Management
Connecticut
$242K -$9.04K -86 -3%
PFP
3504
Paragon Financial Partners
California
$242K +$17.3K +165 +7%
PGWM
3505
Parisi Gray Wealth Management
New Jersey
$241K +$1.58K +15 +0.6%
RCM
3506
Rain Capital Management
Oregon
$241K -$12.5K -119 -5%
APW
3507
Axim Planning & Wealth
Ohio
$241K +$11K +105 +5%
JAFL
3508
Jay A. Fishman Ltd
Michigan
$241K -$5.78K -55 -2%
FCM
3509
Family Capital Management
Michigan
$241K – – –
TA
3510
TCM Advisors
West Virginia
$240K – – –
PIWA
3511
Prevail Innovative Wealth Advisors
Kansas
$240K +$70K +666 +38%
EGWAG
3512
Elwood & Goetz Wealth Advisory Group
Georgia
$239K +$8.09K +77 +3%
NL
3513
Navalign LLC
California
$239K +$11.7K +111 +5%
ADBIC
3514
A.D. Beadell Investment Counsel
Wisconsin
$239K – – –
GHA
3515
Granite Harbor Advisors
Texas
$238K +$6.62K +63 +3%
KLWA
3516
Kelly Lawrence W & Associates
California
$237K -$14.1K -134 -5%
PIM
3517
Plato Investment Management
Australia
$237K +$249K +2,370 New
DC
3518
DeDora Capital
California
$236K +$10.5K +100 +4%
SHA
3519
Seneca House Advisors
Virginia
$235K – – –
CHA
3520
Cooper/Haims Advisors
New York
$235K -$45.3K -431 -15%
CCG
3521
Coastwise Capital Group
California
$235K -$61K -580 -20%
VF
3522
Vawter Financial
Ohio
$234K +$2.84K +27 +1%
SHWM
3523
Smith & Howard Wealth Management
Georgia
$234K +$246K +2,337 New
CWM
3524
Capital Wealth Management
Rhode Island
$233K +$3.15K +30 +1%
AFA
3525
American Financial Advisors
Georgia
$233K +$1.16K +11 +0.5%
139 140
141
142 143