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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LHWM
3601
Lake Hills Wealth Management
Texas
$274K +$270K +2,341 New
TWP
3602
Total Wealth Planning
Ohio
$274K – – –
CPW
3603
Crestmont Private Wealth
Texas
$274K -$3.26M -28,238 -92%
MAG
3604
M3 Advisory Group
Massachusetts
$273K +$32.6K +282 +14%
RFA
3605
Rollins Financial Advisors
New York
$273K -$49K -424 -15%
FC
3606
FCA Corp
Texas
$273K -$20.4K -177 -7%
MAA
3607
Mraz Amerine & Associates
California
$273K -$39.4K -341 -13%
EMAM
3608
Encompass More Asset Management
California
$273K +$269K +2,327 New
BWL
3609
Beacon Wealthcare LLC
North Carolina
$273K +$32.2K +279 +14%
PWA
3610
Provenance Wealth Advisors
Florida
$272K +$162K +1,400 +152%
AWC
3611
Abundance Wealth Counselors
Pennsylvania
$271K +$19.1K +165 +8%
PCM
3612
Princeton Capital Management
New Jersey
$270K +$346 +3 +0.1%
LWM
3613
Laidlaw Wealth Management
New York
$270K -$62.8K -544 -19%
WTG
3614
West Tower Group
Virginia
$270K +$266K +2,300 New
HIS
3615
Harvest Investment Services
Illinois
$269K +$44.5K +385 +20%
BZWA
3616
Blue Zone Wealth Advisors
California
$269K +$265K +2,293 New
PWM
3617
Proathlete Wealth Management
Florida
$269K -$3.93K -34 -1%
BBW
3618
Blue Barn Wealth
Utah
$269K +$4.5K +39 +2%
CM
3619
Cercano Management
Washington
$267K +$263K +2,280 New
RWPA
3620
Richard W. Paul & Associates
Michigan
$267K -$1.85K -16 -0.7%
XWM
3621
Xcel Wealth Management
Florida
$266K -$19.4K -168 -7%
TCM
3622
Tradewinds Capital Management
Washington
$266K -$12.6K -109 -5%
CAM
3623
CPA Asset Management
Florida
$266K – – –
GAM
3624
Gemmer Asset Management
California
$266K +$4.96K +43 +2%
EFP
3625
EnRich Financial Partners
Wisconsin
$266K – – –
143 144
145
146 147