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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3751
Watchman Group
Texas
$313K – – –
IPW
3752
Intergy Private Wealth
Colorado
$313K -$150 -1 -0%
HPWM
3753
High Point Wealth Management
New Jersey
$313K – – –
SF
3754
Succession Financial
Texas
$313K +$343K +2,289 New
SCP
3755
Stevens Capital Partners
Nebraska
$313K +$115K +768 +51%
MWM
3756
MinichMacGregor Wealth Management
New York
$312K -$227K -1,519 -40%
PK
3757
Pflug Koory
Nebraska
$312K – – –
CM
3758
Cercano Management
Washington
$312K -$375K -2,503 -52%
MWA
3759
Muirfield Wealth Advisors
North Carolina
$312K +$1.95K +13 +0.6%
PFW
3760
Petros Family Wealth
Minnesota
$312K -$14.1K -94 -4%
BA
3761
Bellwether Advisors
Nebraska
$311K – – –
BWP
3762
BlueStem Wealth Partners
Minnesota
$311K -$17.1K -114 -5%
VWA
3763
VERITY Wealth Advisors
United States
$311K – – –
DCM
3764
Dorato Capital Management
Colorado
$311K -$2.99K -20 -0.9%
LEA
3765
Legacy Edge Advisors
New York
$310K +$7.33K +49 +2%
SWP
3766
Significant Wealth Partners
Illinois
$310K -$2.99K -20 -0.9%
SA
3767
SAM Advisors
California
$309K +$1.35K +9 +0.4%
GCM
3768
Greenland Capital Management
New York
$309K -$359K -2,400 -52%
CCA
3769
Conestoga Capital Advisors
Pennsylvania
$307K +$53.9K +360 +19%
2L
3770
25 LLC
Missouri
$305K +$3.74K +25 +1%
CEI
3771
Clark Estates Inc
New York
$304K – – –
LC
3772
Lawood & Co
Pennsylvania
$304K -$401K -2,678 -55%
PWMG
3773
Pinnacle Wealth Management Group
Michigan
$304K +$599 +4 +0.2%
CPWL
3774
Coquina Private Wealth LLC
Florida
$304K +$150 +1 +0%
OCM
3775
Orion Capital Management
California
$304K – – –
149 150
151
152 153