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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3626
Phillips Financial Management
Indiana
$266K +$269K +2,312 New
PCM
3627
Princeton Capital Management
New Jersey
$265K +$21.2K +182 +9%
FWM
3628
Foguth Wealth Management
Michigan
$264K +$51.1K +439 +24%
PWS
3629
Private Wealth Strategies
Ohio
$264K +$2.56K +22 +1%
RWPA
3630
Richard W. Paul & Associates
Michigan
$264K +$267K +2,294 New
SC
3631
Schiavi & Co
Delaware
$264K – – –
PWM
3632
Power Wealth Management
Georgia
$263K -$268K -2,298 -50%
FPCG
3633
Forum Private Client Group
Indiana
$263K -$3.26K -28 -1%
BC
3634
Brio Consultants
California
$263K +$25.4K +218 +11%
CWM
3635
Circle Wealth Management
New Jersey
$263K -$232K -1,994 -47%
JCM
3636
Jag Capital Management
Missouri
$262K -$384K -3,300 -59%
SLA
3637
Silver Lake Advisory
Utah
$261K -$25.6K -220 -9%
CAM
3638
CPA Asset Management
Florida
$261K – – –
EFP
3639
EnRich Financial Partners
Wisconsin
$261K – – –
VI
3640
VanderPol Investments
Michigan
$261K +$264K +2,263 New
AIM
3641
Aurora Investment Managers
Florida
$260K -$165K -1,417 -39%
IPW
3642
Intergy Private Wealth
Colorado
$260K +$26.4K +227 +11%
BBW
3643
Blue Barn Wealth
Utah
$259K +$33.1K +284 +14%
SP
3644
Sequent Planning
Nebraska
$259K -$12.7K -109 -5%
SPA
3645
Sherbrooke Park Advisers
New York
$258K +$261K +2,239 New
FLA
3646
Financial Life Advisors
Texas
$256K +$466 +4 +0.2%
PWA
3647
Pillar Wealth Advisors
Pennsylvania
$256K +$16.5K +142 +7%
CEI
3648
Clark Estates Inc
New York
$256K – – –
GAM
3649
Gemmer Asset Management
California
$256K +$259K +2,223 New
SWG
3650
Summit Wealth Group
Vermont
$255K +$2.79K +24 +1%
144 145
146
147 148