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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
BEW
3651
Burton Enright Welch
California
$325K +$11.3K +106 +4%
PFA
3652
Pettinga Financial Advisors
Indiana
$325K +$748 +7 +0.2%
KWM
3653
KFG Wealth Management
Indiana
$325K +$140K +1,307 +77%
XPN
3654
XY Planning Network
Montana
$325K +$115K +1,079 +56%
IWM
3655
IMG Wealth Management
Florida
$325K +$207K +1,940 +181%
GCM
3656
G2 Capital Management
Ohio
$324K – – –
CF
3657
Convergence Financial
Missouri
$324K +$24.3K +227 +8%
QWM
3658
Quaker Wealth Management
New Jersey
$324K +$321K +3,004 New
HAS
3659
Horizon Advisory Services
New York
$324K – – –
SSG
3660
Summit Securities Group
New York
$324K +$150K +1,401 +88%
CWM
3661
Crowley Wealth Management
Delaware
$323K – – –
PPA
3662
Painted Porch Advisors
California
$322K – – –
FCM
3663
Fogel Capital Management
Florida
$321K -$35.3K -330 -10%
BDWCC
3664
B&D White Capital Company
Texas
$321K +$319K +2,980 New
MWM
3665
Marietta Wealth Management
Georgia
$320K – – –
PFM
3666
Peak Financial Management
Massachusetts
$320K – – –
DFP
3667
Defined Financial Planning
California
$320K +$13.7K +128 +5%
AWM
3668
Abound Wealth Management
Tennessee
$320K +$49K +458 +18%
SP
3669
Sequent Planning
Nebraska
$319K +$60.8K +569 +24%
HIS
3670
Harvest Investment Services
Illinois
$319K +$66.5K +622 +27%
BWA
3671
BlueSky Wealth Advisors
North Carolina
$318K – – –
SLA
3672
Silver Lake Advisory
Utah
$317K +$11.2K +105 +4%
MAG
3673
M3 Advisory Group
Massachusetts
$317K +$7.7K +72 +3%
RIS
3674
Retirement Income Solutions
Michigan
$317K -$20.2K -189 -6%
PA
3675
Paragon Advisors
Texas
$317K -$176K -1,649 -36%