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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
3526
Coastwise Capital Group
California
$386K +$71.6K +644 +23%
TWP
3527
Total Wealth Planning
Ohio
$386K – – –
RFM
3528
Royal Fund Management
Florida
$386K -$44.7K -402 -11%
TFP
3529
Triune Financial Partners
Kansas
$386K +$1.56K +14 +0.4%
NEWAS
3530
N.E.W. Advisory Services
Wisconsin
$385K +$1.56K +14 +0.4%
MCM
3531
Mendel Capital Management
Arkansas
$385K +$34.9K +314 +10%
TF
3532
Tenon Financial
New Jersey
$385K -$3.56K -32 -0.9%
MWM
3533
Marietta Wealth Management
Georgia
$384K +$48.7K +438 +15%
CWM
3534
Cabot Wealth Management
Massachusetts
$384K – – –
NCM
3535
New Capital Management
Texas
$384K +$13.2K +119 +4%
EPIME
3536
Evelyn Partners Investment Management (Europe)
$384K – – –
RLWM
3537
RF&L Wealth Management
Massachusetts
$384K – – –
MM
3538
MQS Management
New York
$384K -$966K -8,688 -72%
IAA
3539
Ironsides Asset Advisors
North Carolina
$383K +$8.34K +75 +2%
AI
3540
AXS Investments
New York
$383K +$83.4K +750 +28%
SAS
3541
Spurstone Advisory Services
Connecticut
$383K -$31.3K -282 -8%
PIA
3542
Pinion Investment Advisors
Kansas
$383K -$116K -1,042 -24%
SWM
3543
Seed Wealth Management
Illinois
$383K -$261K -2,349 -41%
FF
3544
Fluent Financial
Texas
$382K -$7.45K -67 -2%
RWRC
3545
R.W. Roge & Company
New York
$382K +$222 +2 +0.1%
YCG
3546
Yeomans Consulting Group
Georgia
$381K -$12.3K -111 -3%
Fenimore Asset Management
3547
Fenimore Asset Management
New York
$381K – – –
KCM
3548
Kendall Capital Management
Maryland
$381K +$9.23K +83 +3%
SWA
3549
Strategies Wealth Advisors
Michigan
$381K -$1.89K -17 -0.5%
WI
3550
Westbourne Investments
Virginia
$380K -$73.8K -664 -17%