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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3776
Wealth Group
North Carolina
$314K -$482K -3,218 -58%
PFS
3777
Physicians Financial Services
North Carolina
$314K – – –
WG
3778
Watchman Group
Texas
$313K – – –
IPW
3779
Intergy Private Wealth
Colorado
$313K -$150 -1 -0%
HPWM
3780
High Point Wealth Management
New Jersey
$313K – – –
SF
3781
Succession Financial
Texas
$313K +$343K +2,289 New
SCP
3782
Stevens Capital Partners
Nebraska
$313K +$115K +768 +51%
MWM
3783
MinichMacGregor Wealth Management
New York
$312K -$227K -1,519 -40%
PK
3784
Pflug Koory
Nebraska
$312K – – –
CM
3785
Cercano Management
Washington
$312K -$375K -2,503 -52%
MWA
3786
Muirfield Wealth Advisors
North Carolina
$312K +$1.95K +13 +0.6%
PFW
3787
Petros Family Wealth
Minnesota
$312K -$14.1K -94 -4%
AR
3788
Altar Rock
New York
$312K -$205K -1,371 -38%
BA
3789
Bellwether Advisors
Nebraska
$311K – – –
BWP
3790
BlueStem Wealth Partners
Minnesota
$311K -$17.1K -114 -5%
VWA
3791
VERITY Wealth Advisors
United States
$311K – – –
DCM
3792
Dorato Capital Management
Colorado
$311K -$2.99K -20 -0.9%
LEA
3793
Legacy Edge Advisors
New York
$310K +$7.33K +49 +2%
SWP
3794
Significant Wealth Partners
Illinois
$310K -$2.99K -20 -0.9%
SA
3795
SAM Advisors
California
$309K +$1.35K +9 +0.4%
GCM
3796
Greenland Capital Management
New York
$309K -$359K -2,400 -52%
CCA
3797
Conestoga Capital Advisors
Pennsylvania
$307K +$53.9K +360 +19%
2L
3798
25 LLC
Missouri
$305K +$3.74K +25 +1%
CEI
3799
Clark Estates Inc
New York
$304K – – –
LC
3800
Lawood & Co
Pennsylvania
$304K -$401K -2,678 -55%
150 151
152
153 154