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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3676
Brio Consultants
California
$247K -$20.9K -181 -8%
PWSG
3677
Pacific Wealth Strategies Group
California
$246K – – –
WP
3678
Waycross Partners
Kentucky
$245K – – –
BMCM
3679
Burns Matteson Capital Management
New York
$245K +$462 +4 +0.2%
FCA
3680
Fortis Capital Advisors
Kansas
$245K +$241K +2,088 New
RC
3681
Reik & Co
New York
$245K – – –
TPWA
3682
Twin Peaks Wealth Advisors
California
$244K +$240K +2,079 New
MCA
3683
Magnolia Capital Advisors
Mississippi
$244K +$14.8K +128 +7%
LEA
3684
Legacy Edge Advisors
New York
$244K +$240K +2,079 New
EWP
3685
Elevation Wealth Partners
California
$243K +$115 +1 +0%
LFP
3686
Lakeshore Financial Planning
Michigan
$243K +$10.7K +93 +5%
TWM
3687
TSA Wealth Management
Texas
$242K +$24.2K +210 +11%
TI
3688
tru Independence
Oregon
$242K +$32.8K +284 +16%
B
3689
BetterWealth
California
$242K +$577 +5 +0.2%
VSQM
3690
V-Square Quantitative Management
Illinois
$241K – – –
KTA
3691
Keeley-Teton Advisors
Illinois
$241K – – –
CIA
3692
Caerus Investment Advisors
Texas
$241K – – –
CWA
3693
Clarus Wealth Advisors
Arizona
$240K -$38.5K -333 -15%
VWA
3694
Valued Wealth Advisors
Utah
$240K -$15K -130 -6%
OPWM
3695
Oxinas Partners Wealth Management
Indiana
$240K -$163K -1,411 -41%
SW
3696
SMART Wealth
Nebraska
$239K -$43K -372 -15%
ST
3697
Somerset Trust
Pennsylvania
$239K – – –
CSIA
3698
Conrad Siegel Investment Advisors
Pennsylvania
$239K +$5.89K +51 +3%
WW
3699
Westshore Wealth
California
$239K +$115 +1 +0%
MWM
3700
MorganRosel Wealth Management
Colorado
$239K -$49.2K -426 -17%
146 147
148
149 150