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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
3801
Pinnacle Wealth Management Group
Michigan
$304K +$599 +4 +0.2%
CPWL
3802
Coquina Private Wealth LLC
Florida
$304K +$150 +1 +0%
OCM
3803
Orion Capital Management
California
$304K – – –
RWM
3804
Rialto Wealth Management
New York
$303K +$1.95K +13 +0.6%
STFP
3805
Signal Tree Financial Partners
Ohio
$303K – – –
FLA
3806
Financial Life Advisors
Texas
$303K +$1.65K +11 +0.5%
EWM
3807
Elevation Wealth Management
Minnesota
$303K +$8.08K +54 +2%
SG
3808
Sharper & Granite
California
$303K +$332K +2,215 New
GRA
3809
Golden Road Advisors
Florida
$301K +$9.88K +66 +3%
CIA
3810
Caledonia Investments (Australia)
Australia
$301K – – –
FFA
3811
Frazier Financial Advisors
Ohio
$301K -$1.5K -10 -0.5%
GCM
3812
Gallacher Capital Management
Colorado
$300K -$46.8K -313 -12%
AF
3813
ASL Financial
California
$300K – – –
FPCG
3814
Forum Private Client Group
Indiana
$299K -$18.4K -123 -5%
CWM
3815
Compass Wealth Management
Connecticut
$298K +$327K +2,182 New
BKA
3816
Brick & Kyle Associates
Pennsylvania
$298K – – –
BIS
3817
BG Investment Services
Guam
$298K +$19.5K +130 +6%
IAP
3818
Indie Asset Partners
Indiana
$296K – – –
ZAM
3819
Zevin Asset Management
Massachusetts
$295K -$91K -608 -22%
MPCL
3820
My Personal CFO LLC
Washington
$295K – – –
PC
3821
PCB Capital
New Jersey
$295K -$56.9K -380 -15%
TAWM
3822
Three Arch Wealth Management
California
$295K – – –
PAM
3823
PVG Asset Management
Colorado
$294K – – –
ATC
3824
Advantage Trust Company
Kansas
$294K +$262K +1,750 +438%
PI
3825
Pachira Investments
California
$294K -$38.2K -255 -11%
151 152
153
154 155