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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3651
Crowley Wealth Management
Delaware
$338K – – –
MG
3652
Markel Group
Virginia
$338K +$334K +3,000 New
LWA
3653
LifeGoal Wealth Advisors
New York
$338K +$7.56K +68 +2%
PWP
3654
Parkwoods Wealth Partners
New York
$338K +$12.8K +115 +4%
ETS
3655
ESL Trust Services
New York
$338K +$14.8K +133 +5%
PPA
3656
Painted Porch Advisors
California
$337K – – –
RAS
3657
RPS Advisory Solutions
Kentucky
$336K -$5.67K -51 -2%
PWA
3658
Phoenix Wealth Advisors
North Carolina
$335K +$22.7K +204 +7%
KCAM
3659
Kagan Cocozza Asset Management
New Jersey
$335K -$5.89K -53 -2%
PFM
3660
Peak Financial Management
Massachusetts
$335K – – –
CCAL
3661
City Center Advisors LLC
Michigan
$335K -$56.4K -507 -15%
AWM
3662
Abound Wealth Management
Tennessee
$334K -$222 -2 -0.1%
SFC
3663
Sprinkle Financial Consultants
Colorado
$334K +$3.33K +30 +1%
CMAI
3664
Capital Management Associates Inc
Minnesota
$334K +$329K +2,960 New
VPWA
3665
Vestia Personal Wealth Advisors
Indiana
$333K +$2.89K +26 +0.9%
VI
3666
VanderPol Investments
Michigan
$333K +$39.9K +359 +14%
RIS
3667
Retirement Income Solutions
Michigan
$332K – – –
MF
3668
Montis Financial
Massachusetts
$331K -$335K -3,012 -51%
CIA
3669
Cascade Investment Advisors
Oregon
$330K – – –
COI
3670
Connable Office Inc
Michigan
$330K +$31.3K +282 +11%
CMA
3671
Cedar Mountain Advisors
Oregon
$330K +$184K +1,658 +130%
WA
3672
WP Advisors
California
$330K +$2.89K +26 +0.9%
SHA
3673
Seneca House Advisors
Virginia
$329K +$11.3K +102 +4%
SWM
3674
SilverOak Wealth Management
Minnesota
$329K -$14.8K -133 -4%
TFM
3675
Trademark Financial Management
Minnesota
$329K – – –
145 146
147
148 149