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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3726
ABLE Financial Group
Arizona
$322K -$59.7K -510 -15%
CWM
3727
Crowley Wealth Management
Delaware
$321K +$349K +2,986 New
JWS
3728
Juncture Wealth Strategies
Arizona
$321K +$10.2K +87 +3%
WFA
3729
WestHill Financial Advisors
California
$320K -$7.84K -67 -2%
LTI
3730
Laffer Tengler Investments
Tennessee
$320K – – –
SIG
3731
Spinnaker Investment Group
California
$320K +$117 +1 +0%
SWM
3732
Sagace Wealth Management
Florida
$320K -$29.2K -250 -8%
DJFS
3733
Dean Jacobson Financial Services
Texas
$319K +$3.39K +29 +1%
R
3734
Rebalance
California
$319K – – –
RWM
3735
Rialto Wealth Management
New York
$319K +$347K +2,964 New
TCM
3736
TT Capital Management
California
$318K +$342K +2,920 New
BEW
3737
Burton Enright Welch
California
$318K +$5.73K +49 +2%
BWA
3738
BlueSky Wealth Advisors
North Carolina
$317K – – –
IVP
3739
Intrinsic Value Partners
Arizona
$316K – – –
VPWA
3740
Vestia Personal Wealth Advisors
Indiana
$316K +$21.3K +182 +7%
ETS
3741
ESL Trust Services
New York
$316K +$335K +2,864 +4,034%
CCG
3742
Coastwise Capital Group
California
$316K +$2.57K +22 +0.8%
CIA
3743
Cascade Investment Advisors
Oregon
$315K – – –
SWG
3744
Summit Wealth Group
Vermont
$315K +$82.7K +707 +32%
NBWM
3745
North Berkeley Wealth Management
California
$315K +$343K +2,928 New
WWG
3746
West Wealth Group
California
$315K +$87.6K +749 +34%
TPBG
3747
Turning Point Benefit Group
Maryland
$315K +$337K +2,878 New
HWM
3748
Hemington Wealth Management
Virginia
$314K +$48K +410 +16%
CI
3749
Ceera Investments
Texas
$313K -$14K -120 -4%
SWTS
3750
Stonehaven Wealth & Tax Solutions
Wisconsin
$313K +$340K +2,906 New
148 149
150
151 152