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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
3651
White Lighthouse Investment Management
Massachusetts
$360K +$3.54K +32 +1%
TNAM
3652
Terra Nova Asset Management
New York
$360K – – –
KCAM
3653
Kagan Cocozza Asset Management
New Jersey
$360K -$15.8K -143 -5%
DQRIM
3654
Dale Q Rice Investment Management
Washington
$359K +$334K +3,020 New
WFA
3655
WestHill Financial Advisors
California
$359K +$4.64K +42 +1%
MSFP
3656
Mark Sheptoff Financial Planning
Connecticut
$358K +$57.7K +522 +21%
PFA
3657
Pettinga Financial Advisors
Indiana
$358K -$195K -1,765 -37%
GCM
3658
G2 Capital Management
Ohio
$358K -$169K -1,528 -34%
HCWM
3659
Hidden Cove Wealth Management
Washington
$357K +$58.7K +531 +21%
HAS
3660
Horizon Advisory Services
New York
$357K – – –
CWM
3661
Crowley Wealth Management
Delaware
$357K +$1.55K +14 +0.5%
IPWA
3662
International Private Wealth Advisors
California
$356K -$130K -1,178 -28%
AF
3663
Atala Financial
California
$356K +$11.8K +107 +4%
RWM
3664
Rialto Wealth Management
New York
$356K +$3.32K +30 +1%
PPA
3665
Painted Porch Advisors
California
$355K -$7.52K -68 -2%
VFPW
3666
Vantage Financial Partners (Wisconsin)
Wisconsin
$355K +$330K +2,985 New
RMC
3667
Ring Mountain Capital
California
$354K -$3.98K -36 -1%
MWM
3668
Marietta Wealth Management
Georgia
$353K -$38.6K -349 -11%
PFM
3669
Peak Financial Management
Massachusetts
$353K -$204K -1,844 -38%
WWG
3670
West Wealth Group
California
$353K +$4.53K +41 +1%
R
3671
Rebalance
California
$353K +$111 +1 +0%
AWS
3672
Aspen Wealth Strategies
Colorado
$352K +$8.52K +77 +3%
BWA
3673
BlueSky Wealth Advisors
North Carolina
$351K – – –
OFP
3674
OLIO Financial Planning
Virginia
$351K -$81K -732 -20%
CPC
3675
Cookson Peirce & Co
Pennsylvania
$351K +$106K +957 +48%
145 146
147
148 149