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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
3501
Western Pacific Wealth Management
Illinois
$270K +$58.2K +556 +32%
BWM
3502
BlackDiamond Wealth Management
New York
$269K -$22.2K -212 -8%
FPCG
3503
Forum Private Client Group
Indiana
$269K -$209 -2 -0.1%
DWG
3504
Darden Wealth Group
Michigan
$268K -$25.2K -241 -9%
LAM
3505
Lewis Asset Management
California
$268K +$11.2K +107 +5%
SFG
3506
Socha Financial Group
New York
$267K +$314 +3 +0.1%
CWA
3507
Clarus Wealth Advisors
Arizona
$267K +$419 +4 +0.2%
C
3508
Covestor
United Kingdom
$267K -$355K -3,390 -60%
SC
3509
Schiavi & Co
Delaware
$267K – – –
CAM
3510
Crestone Asset Management
Colorado
$265K -$29.9K -286 -11%
CICC
3511
Capital Investment Counsel (Colorado)
Colorado
$264K +$238K +2,275 New
PWS
3512
Private Wealth Strategies
Ohio
$264K -$22.2K -212 -9%
CAM
3513
CPA Asset Management
Florida
$264K – – –
WIP
3514
WealthCare Investment Partners
Rhode Island
$263K -$391K -3,735 -62%
EFP
3515
EnRich Financial Partners
Wisconsin
$263K – – –
FG
3516
Fairman Group
Pennsylvania
$263K +$16.4K +157 +7%
SEEDPG
3517
S.E.E.D. Planning Group
New York
$262K -$199K -1,899 -46%
SA
3518
Scarborough Advisors
Maryland
$262K – – –
VP
3519
Verum Partners
North Carolina
$260K -$1.47K -14 -0.6%
TCM
3520
Traynor Capital Management
Pennsylvania
$259K +$2.09K +20 +0.9%
TCM
3521
Tradewinds Capital Management
Washington
$259K +$157K +1,497 +204%
MAA
3522
Mraz Amerine & Associates
California
$259K – – –
PS
3523
Planned Solutions
California
$259K – – –
CEI
3524
Clark Estates Inc
New York
$259K – – –
FLA
3525
Financial Life Advisors
Texas
$258K +$4.92K +47 +2%
139 140
141
142 143