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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
QFPS
3751
Quantum Financial Planning Services
Washington
$558K -$41.6K -285 -8%
BRWM
3752
Blue Rock Wealth Management
North Carolina
$558K -$33.9K -232 -7%
HWA
3753
HMV Wealth Advisors
Louisiana
$557K +$13.4K +92 +3%
JIG
3754
Junk Investment Group
Maryland
$557K +$479K +3,281 New
VFM
3755
Vision Financial Markets
Connecticut
$556K – – –
DWMS
3756
Dominguez Wealth Management Solutions
Virginia
$556K – – –
WLIM
3757
White Lighthouse Investment Management
Massachusetts
$555K +$12.1K +83 +3%
WBWA
3758
William B. Walkup & Associates
South Carolina
$555K -$29.6K -203 -4%
WSWA
3759
Warren Street Wealth Advisors
California
$554K +$30.5K +209 +7%
WWWM
3760
White Wing Wealth Management
Texas
$554K +$16.3K +112 +4%
PC
3761
Purewater Capital
Texas
$553K +$476K +3,262 New
FFAS
3762
FIG Financial Advisory Services
Oklahoma
$553K – – –
CWM
3763
Castle Wealth Management
Florida
$553K -$4.96K -34 -1%
PS
3764
Portfolio Strategies
New York
$553K -$16.8K -115 -3%
JDLA
3765
J. Derek Lewis & Associates
California
$552K -$85.5K -586 -15%
HWM
3766
HFR Wealth Management
New York
$552K -$6.13K -42 -1%
RMF
3767
Red Mountain Financial
Colorado
$551K – – –
AWM
3768
Ariadne Wealth Management
California
$551K -$730 -5 -0.2%
AFC
3769
Ares Financial Consulting
California
$550K – – –
QWM
3770
Quaker Wealth Management
New Jersey
$550K +$15.8K +108 +3%
SRPTWM
3771
Split Rock Private Trading & Wealth Management
Minnesota
$549K – – –
CCG
3772
Coastwise Capital Group
California
$549K +$42K +288 +10%
LIM
3773
Letson Investment Management
Georgia
$548K – – –
CJ
3774
Caitlin John
Michigan
$548K -$94K -644 -17%
SIA
3775
SGL Investment Advisors
Montana
$548K -$68.6K -470 -11%
149 150
151
152 153