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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
3576
Spartan Planning & Wealth Management
North Carolina
$394K +$367K +3,316 New
LWA
3577
LifeGoal Wealth Advisors
New York
$394K – – –
FCM
3578
Fogel Capital Management
Florida
$394K +$102K +922 +39%
DC
3579
Darrow Company
Massachusetts
$393K – – –
BHC
3580
Bowen Hanes & Co
Florida
$393K – – –
SJL
3581
Shayne & Jacobs LLC
Tennessee
$393K – – –
AC
3582
Attessa Capital
Arizona
$392K -$73.7K -666 -17%
HWM
3583
HFR Wealth Management
New York
$392K – – –
RRCM
3584
Rappaport Reiches Capital Management
Illinois
$391K +$23.4K +212 +7%
AAM
3585
Aureus Asset Management
Massachusetts
$391K +$73.7K +666 +25%
SFC
3586
Sprinkle Financial Consultants
Colorado
$391K -$21.9K -198 -6%
OCFG
3587
O'Connor Financial Group
Illinois
$390K +$9.84K +89 +3%
FWM
3588
FMA Wealth Management
Massachusetts
$390K – – –
BCM
3589
BluePointe Capital Management
California
$390K +$362K +3,277 New
CWM
3590
Collaborative Wealth Management
Florida
$389K +$111 +1 +0%
VFM
3591
Vision Financial Markets
Connecticut
$389K +$1.99K +18 +0.6%
SG
3592
Sharper & Granite
California
$389K – – –
CG
3593
Cynosure Group
Utah
$388K +$70.2K +635 +24%
PPW
3594
Pasadena Private Wealth
California
$388K +$1.99K +18 +0.6%
PCA
3595
PMV Capital Advisers
Texas
$388K – – –
FFAS
3596
FIG Financial Advisory Services
Oklahoma
$387K – – –
FWM
3597
Fortress Wealth Management
California
$387K -$11.1K -100 -3%
CCA
3598
Cottonwood Capital Advisors
Utah
$387K -$40.4K -365 -10%
RCM
3599
Requisite Capital Management
Texas
$387K -$203K -1,838 -36%
KCP
3600
Kera Capital Partners
California
$386K -$4.42K -40 -1%
142 143
144
145 146