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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DSAM
3676
Dock Street Asset Management
Florida
$602K +$518K +3,551 New
LFGO
3677
Legacy Financial Group (Oklahoma)
Oklahoma
$602K -$11.5K -79 -2%
BFA
3678
Bridgelight Financial Advisors
Connecticut
$602K -$5.84K -40 -1%
RFM
3679
Royal Fund Management
Florida
$601K +$1.02K +7 +0.2%
VWM
3680
Vigil Wealth Management
Florida
$601K – – –
UCMOK
3681
United Capital Management of KS
Kansas
$601K -$987K -6,765 -66%
WFPG
3682
Waller Financial Planning Group
Ohio
$601K – – –
WC
3683
Westerkirk Capital
$601K – – –
T
3684
Tableaux
Massachusetts
$600K +$516K +3,534 New
CKAIS
3685
Christensen King & Associates Investment Services
Washington
$599K -$9.19K -63 -2%
TF
3686
Tenon Financial
New Jersey
$598K +$15.8K +108 +3%
AFWM
3687
AMJ Financial Wealth Management
Virginia
$598K -$3.36K -23 -0.6%
BOM
3688
Bank of Marin
California
$598K – – –
STCOSD
3689
Sageworth Trust Company of South Dakota
South Dakota
$598K +$70K +480 +16%
CWP
3690
Curated Wealth Partners
California
$597K +$37.4K +256 +8%
TF
3691
Tandem Financial
Colorado
$596K -$59.5K -408 -10%
EWP
3692
E-Wealth Partners
Minnesota
$596K +$21.6K +148 +4%
OCFG
3693
O'Connor Financial Group
Illinois
$596K +$3.36K +23 +0.7%
GSF
3694
Grove Street Fiduciary
New Hampshire
$596K – – –
JFG
3695
JDM Financial Group
Texas
$595K – – –
OPWM
3696
Oakwell Private Wealth Management
Texas
$594K -$59.4K -407 -10%
MCM
3697
Mattern Capital Management
Colorado
$593K -$3.5K -24 -0.7%
CAM
3698
Costello Asset Management
Pennsylvania
$592K -$43.8K -300 -8%
BOC
3699
Bull Oak Capital
California
$591K – – –
PWAC
3700
Private Wealth Advisors (California)
California
$591K +$16.5K +113 +3%
146 147
148
149 150