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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
3526
Forum Private Client Group
Indiana
$231K +$243K +2,315 New
SFG
3527
Socha Financial Group
New York
$230K +$6.1K +58 +3%
SC
3528
Schiavi & Co
Delaware
$229K – – –
PWS
3529
Paragon Wealth Strategies
Florida
$229K +$1.37K +13 +0.6%
EA
3530
Echo45 Advisors
California
$229K +$18.4K +175 +8%
SIA
3531
Strategic Investment Advisors
Michigan
$228K +$11.4K +108 +5%
DCM
3532
DGS Capital Management
New Jersey
$227K +$2.31K +22 +1%
CAM
3533
CPA Asset Management
Florida
$227K -$10.7K -102 -4%
WAM
3534
WFA Asset Management
Wisconsin
$227K -$14.1K -134 -6%
LWMG
3535
Levy Wealth Management Group
Pennsylvania
$227K +$1.68K +16 +0.7%
EFP
3536
EnRich Financial Partners
Wisconsin
$226K +$238K +2,265 New
AIM
3537
Aurora Investment Managers
Florida
$226K +$237K +2,259 New
SA
3538
Scarborough Advisors
Maryland
$225K +$32.3K +307 +16%
SCM
3539
Sterneck Capital Management
Missouri
$225K -$631 -6 -0.3%
VP
3540
Verum Partners
North Carolina
$225K -$25.5K -243 -10%
HFS
3541
HBC Financial Services
Washington
$225K +$210 +2 +0.1%
LWM
3542
Ledge Wealth Management
Minnesota
$225K +$236K +2,247 New
PWM
3543
Proathlete Wealth Management
Florida
$224K +$236K +2,241 New
WFPG
3544
Waller Financial Planning Group
Ohio
$223K +$8.93K +85 +4%
PCMF
3545
Private Capital Management (Florida)
Florida
$223K +$49K +466 +26%
AFS
3546
Annapolis Financial Services
Maryland
$223K +$16K +152 +7%
MAA
3547
Mraz Amerine & Associates
California
$223K – – –
PS
3548
Planned Solutions
California
$223K – – –
CEI
3549
Clark Estates Inc
New York
$222K – – –
SCM
3550
Saxony Capital Management
Missouri
$222K +$233K +2,219 New
140 141
142
143 144