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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3651
IMG Wealth Management
Florida
$325K +$207K +1,940 +181%
GCM
3652
G2 Capital Management
Ohio
$324K – – –
CF
3653
Convergence Financial
Missouri
$324K +$24.3K +227 +8%
QWM
3654
Quaker Wealth Management
New Jersey
$324K +$321K +3,004 New
HAS
3655
Horizon Advisory Services
New York
$324K – – –
SSG
3656
Summit Securities Group
New York
$324K +$150K +1,401 +88%
CWM
3657
Crowley Wealth Management
Delaware
$323K – – –
PPA
3658
Painted Porch Advisors
California
$322K – – –
FCM
3659
Fogel Capital Management
Florida
$321K -$35.3K -330 -10%
BDWCC
3660
B&D White Capital Company
Texas
$321K +$319K +2,980 New
MWM
3661
Marietta Wealth Management
Georgia
$320K – – –
PFM
3662
Peak Financial Management
Massachusetts
$320K – – –
DFP
3663
Defined Financial Planning
California
$320K +$13.7K +128 +5%
AWM
3664
Abound Wealth Management
Tennessee
$320K +$49K +458 +18%
SP
3665
Sequent Planning
Nebraska
$319K +$60.8K +569 +24%
HIS
3666
Harvest Investment Services
Illinois
$319K +$66.5K +622 +27%
BWA
3667
BlueSky Wealth Advisors
North Carolina
$318K – – –
SLA
3668
Silver Lake Advisory
Utah
$317K +$11.2K +105 +4%
MAG
3669
M3 Advisory Group
Massachusetts
$317K +$7.7K +72 +3%
RIS
3670
Retirement Income Solutions
Michigan
$317K -$20.2K -189 -6%
PA
3671
Paragon Advisors
Texas
$317K -$176K -1,649 -36%
ES
3672
ETF Store
Kansas
$316K +$2.03K +19 +0.7%
SFC
3673
Sprinkle Financial Consultants
Colorado
$316K -$37.6K -352 -11%
CIA
3674
Cascade Investment Advisors
Oregon
$316K – – –
VPWA
3675
Vestia Personal Wealth Advisors
Indiana
$316K +$10.5K +98 +3%
145 146
147
148 149