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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3551
Proathlete Wealth Management
Florida
$249K -$9.94K -95 -4%
BCM
3552
BlueCrest Capital Management
Jersey
$249K -$6.73M -64,303 -97%
CSIA
3553
Charles Schwab Investment Advisory
California
$249K -$84.4K -807 -27%
SWRP
3554
Summit Wealth & Retirement Planning
California
$249K +$224K +2,141 New
MWA
3555
Monograph Wealth Advisors
California
$248K -$35.3K -337 -14%
PFG
3556
Prosperity Financial Group
California
$247K +$2.3K +22 +1%
RWA
3557
Rooted Wealth Advisors
Illinois
$247K +$8.68K +83 +4%
PCM
3558
Princeton Capital Management
New Jersey
$247K +$222K +2,122 New
WAOI
3559
Wealth Advisors of Iowa
Iowa
$245K +$221K +2,111 New
ACM
3560
Andina Capital Management
Utah
$244K +$220K +2,102 New
CHA
3561
Cooper/Haims Advisors
New York
$244K -$26.2K -250 -11%
MIM
3562
Miller Investment Management
Pennsylvania
$244K – – –
PWSG
3563
Pacific Wealth Strategies Group
California
$244K – – –
UCMOK
3564
United Capital Management of KS
Kansas
$244K +$4.71K +45 +2%
WP
3565
Waycross Partners
Kentucky
$243K – – –
RC
3566
Reik & Co
New York
$243K – – –
ACA
3567
Affinity Capital Advisors
California
$243K +$218K +2,087 New
JWM
3568
JPL Wealth Management
Colorado
$242K -$13.9K -133 -6%
BMCM
3569
Burns Matteson Capital Management
New York
$242K -$8.58K -82 -4%
PWA
3570
Pillar Wealth Advisors
Pennsylvania
$242K – – –
EWP
3571
Elevation Wealth Partners
California
$241K – – –
WCWM
3572
Willow Creek Wealth Management
California
$241K -$15.4K -147 -7%
PWM
3573
Peterson Wealth Management
Nevada
$241K -$628 -6 -0.3%
CF
3574
Copperwynd Financial
Arizona
$240K -$134K -1,278 -38%
BC
3575
Brio Consultants
California
$240K +$209 +2 +0.1%
141 142
143
144 145