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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
3826
DeDora Capital
California
$374K +$49.9K +430 +16%
DWS
3827
Dynamic Wealth Strategies
California
$374K +$85.6K +738 +31%
PWM
3828
Palacios Wealth Management
Florida
$374K – – –
ACL
3829
Applied Capital LLC
Florida
$374K +$360K +3,105 New
BWM
3830
BKM Wealth Management
Wisconsin
$373K – – –
SAM
3831
Stembrook Asset Management
New Jersey
$373K +$359K +3,099 New
VFPW
3832
Vantage Financial Partners (Wisconsin)
Wisconsin
$373K +$1.39K +12 +0.4%
SP
3833
Sequent Planning
Nebraska
$371K +$7.19K +62 +2%
CWA
3834
Cura Wealth Advisors
Illinois
$369K +$50.2K +433 +16%
PWA
3835
Physician Wealth Advisors
Utah
$368K +$33.6K +290 +10%
BCM
3836
Brookmont Capital Management
Texas
$368K +$116 +1 +0%
WSWA
3837
Warren Street Wealth Advisors
California
$368K -$64.3K -554 -15%
TPWM
3838
Torrey-Payne Wealth Management
California
$367K +$316K +2,725 New
RMC
3839
Ring Mountain Capital
California
$367K -$5.68K -49 -2%
SA
3840
Sunesis Advisors
Kansas
$367K – – –
STCOSD
3841
Sageworth Trust Company of South Dakota
South Dakota
$366K -$2.67K -23 -0.8%
EI
3842
Ellevest Inc
New York
$366K +$51.6K +445 +17%
OPWM
3843
Oregon Pacific Wealth Management
Oregon
$366K -$182K -1,572 -34%
LCM
3844
Liberty Capital Management
Michigan
$366K – – –
VI
3845
VanderPol Investments
Michigan
$366K +$17.6K +152 +5%
CCA
3846
Catalyst Capital Advisors
New York
$365K -$354K -3,051 -50%
FWP
3847
Fiduciary Wealth Partners
Massachusetts
$365K -$20.8K -179 -6%
TNAM
3848
Terra Nova Asset Management
New York
$364K – – –
NRW
3849
Nova R Wealth
Kansas
$364K +$27.4K +236 +8%
SCM
3850
Sollinda Capital Management
Florida
$363K -$27.8K -240 -7%
152 153
154
155 156