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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3676
Triumph Capital Management
Colorado
$249K -$10K -87 -4%
IPWA
3677
International Private Wealth Advisors
California
$248K -$5.2K -45 -2%
PFM
3678
Phillips Financial Management
Indiana
$248K -$23K -199 -9%
RWM
3679
Reston Wealth Management
Virginia
$248K +$15.7K +136 +7%
BC
3680
Brio Consultants
California
$247K -$20.9K -181 -8%
PWSG
3681
Pacific Wealth Strategies Group
California
$246K – – –
WP
3682
Waycross Partners
Kentucky
$245K – – –
BMCM
3683
Burns Matteson Capital Management
New York
$245K +$462 +4 +0.2%
FCA
3684
Fortis Capital Advisors
Kansas
$245K +$241K +2,088 New
RC
3685
Reik & Co
New York
$245K – – –
TPWA
3686
Twin Peaks Wealth Advisors
California
$244K +$240K +2,079 New
MCA
3687
Magnolia Capital Advisors
Mississippi
$244K +$14.8K +128 +7%
LEA
3688
Legacy Edge Advisors
New York
$244K +$240K +2,079 New
EWP
3689
Elevation Wealth Partners
California
$243K +$115 +1 +0%
LFP
3690
Lakeshore Financial Planning
Michigan
$243K +$10.7K +93 +5%
TWM
3691
TSA Wealth Management
Texas
$242K +$24.2K +210 +11%
TI
3692
tru Independence
Oregon
$242K +$32.8K +284 +16%
B
3693
BetterWealth
California
$242K +$577 +5 +0.2%
VSQM
3694
V-Square Quantitative Management
Illinois
$241K – – –
KTA
3695
Keeley-Teton Advisors
Illinois
$241K – – –
CIA
3696
Caerus Investment Advisors
Texas
$241K – – –
CWA
3697
Clarus Wealth Advisors
Arizona
$240K -$38.5K -333 -15%
VWA
3698
Valued Wealth Advisors
Utah
$240K -$15K -130 -6%
OPWM
3699
Oxinas Partners Wealth Management
Indiana
$240K -$163K -1,411 -41%
SW
3700
SMART Wealth
Nebraska
$239K -$43K -372 -15%
146 147
148
149 150