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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3626
Proathlete Wealth Management
Florida
$268K +$21.1K +181 +8%
WPWM
3627
Western Pacific Wealth Management
Illinois
$267K +$116 +1 +0%
IWP
3628
Invenio Wealth Partners
Florida
$267K +$270K +2,320 New
DTL
3629
Dynamic Technology Lab
Singapore
$267K +$270K +2,320 New
PFM
3630
Phillips Financial Management
Indiana
$266K +$269K +2,312 New
PCM
3631
Princeton Capital Management
New Jersey
$265K +$21.2K +182 +9%
FWM
3632
Foguth Wealth Management
Michigan
$264K +$51.1K +439 +24%
PWS
3633
Private Wealth Strategies
Ohio
$264K +$2.56K +22 +1%
RWPA
3634
Richard W. Paul & Associates
Michigan
$264K +$267K +2,294 New
SC
3635
Schiavi & Co
Delaware
$264K – – –
PWM
3636
Power Wealth Management
Georgia
$263K -$268K -2,298 -50%
FPCG
3637
Forum Private Client Group
Indiana
$263K -$3.26K -28 -1%
BC
3638
Brio Consultants
California
$263K +$25.4K +218 +11%
CWM
3639
Circle Wealth Management
New Jersey
$263K -$232K -1,994 -47%
JCM
3640
Jag Capital Management
Missouri
$262K -$384K -3,300 -59%
SLA
3641
Silver Lake Advisory
Utah
$261K -$25.6K -220 -9%
CAM
3642
CPA Asset Management
Florida
$261K – – –
EFP
3643
EnRich Financial Partners
Wisconsin
$261K – – –
VI
3644
VanderPol Investments
Michigan
$261K +$264K +2,263 New
AIM
3645
Aurora Investment Managers
Florida
$260K -$165K -1,417 -39%
IPW
3646
Intergy Private Wealth
Colorado
$260K +$26.4K +227 +11%
BBW
3647
Blue Barn Wealth
Utah
$259K +$33.1K +284 +14%
SP
3648
Sequent Planning
Nebraska
$259K -$12.7K -109 -5%
SPA
3649
Sherbrooke Park Advisers
New York
$258K +$261K +2,239 New
FLA
3650
Financial Life Advisors
Texas
$256K +$466 +4 +0.2%
144 145
146
147 148