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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FL
3501
FreeGulliver LLC
Louisiana
$424K +$11.6K +105 +3%
BWM
3502
Biltmore Wealth Management
Arizona
$423K – – –
NF
3503
Nvest Financial
New Hampshire
$422K -$67.1K -607 -15%
DWMS
3504
Dominguez Wealth Management Solutions
Virginia
$422K – – –
FWI
3505
Facet Wealth Inc
Maryland
$422K -$97.9K -885 -18%
SM
3506
Sweeney & Michel
California
$422K +$463K +4,185 New
GSC
3507
G&S Capital
Colorado
$422K +$13.2K +119 +3%
FF
3508
Farrell Financial
New York
$421K – – –
MPW
3509
MA Private Wealth
California
$421K +$1.55K +14 +0.4%
PWMA
3510
Pension & Wealth Management Advisors
Massachusetts
$420K -$31.5K -285 -7%
GSF
3511
Grove Street Fiduciary
New Hampshire
$420K +$391K +3,534 New
RFWA
3512
RPg Family Wealth Advisory
Massachusetts
$420K +$391K +3,533 New
OWM
3513
OneAscent Wealth Management
Alabama
$420K -$332K -3,006 -46%
SWG
3514
Summit Wealth Group
Vermont
$420K +$66.6K +602 +21%
BWS
3515
Buck Wealth Strategies
Colorado
$420K +$89.9K +813 +30%
BFG
3516
Bouchey Financial Group
New York
$420K -$41.8K -378 -10%
BOM
3517
Bank of Marin
California
$419K +$390K +3,523 New
PCM
3518
Palisade Capital Management
New Jersey
$419K – – –
BRWM
3519
Blue Rock Wealth Management
North Carolina
$418K – – –
MAA
3520
Mraz Amerine & Associates
California
$418K +$392K +3,548 New
HCM
3521
HMS Capital Management
Tennessee
$417K – – –
JFG
3522
JDM Financial Group
Texas
$417K – – –
DC
3523
Diametric Capital
Massachusetts
$417K -$307K -2,777 -44%
KCM
3524
Kendall Capital Management
Maryland
$416K -$16.3K -147 -4%
GAM
3525
Gemmer Asset Management
California
$416K +$170K +1,539 +79%
139 140
141
142 143