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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
3901
Signature Wealth Management Group
Georgia
$482K – – –
OPWM
3902
Oregon Pacific Wealth Management
Oregon
$482K -$29K -199 -7%
AWM
3903
Abound Wealth Management
Tennessee
$481K -$63.5K -435 -13%
CIS
3904
Connors Investor Services
Pennsylvania
$481K -$252K -1,725 -38%
CFS
3905
CGC Financial Services
Oregon
$480K -$83K -569 -17%
BI
3906
Breachway Investments
Rhode Island
$479K +$2.33K +16 +0.5%
ML
3907
Mayport LLC
Massachusetts
$478K +$35.6K +244 +9%
FF
3908
Francis Financial
$477K +$45.8K +314 +13%
HA
3909
Helium Advisors
Washington
$476K +$68.9K +472 +20%
CWM
3910
Collaborative Wealth Management
Florida
$476K -$366K -2,511 -47%
YAIA
3911
Yanni & Associates Investment Advisors
Pennsylvania
$476K +$1.31K +9 +0.3%
CF
3912
Convergence Financial
Missouri
$476K +$51.4K +352 +14%
BFW
3913
Brady Family Wealth
Missouri
$475K +$8.32K +57 +2%
RW
3914
REDW Wealth
New Mexico
$475K +$4.82K +33 +1%
SFSG
3915
Sound Financial Strategies Group
Mississippi
$474K -$626K -4,290 -61%
HAS
3916
Horizon Advisory Services
New York
$474K -$30.1K -206 -7%
HWMG
3917
Hurlow Wealth Management Group
Indiana
$474K +$3.06K +21 +0.8%
FWMP
3918
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$474K +$5.98K +41 +1%
CFP
3919
Comprehensive Financial Planning
Pennsylvania
$473K +$2.48K +17 +0.6%
PIA
3920
Pinion Investment Advisors
Kansas
$473K -$76.5K -524 -16%
PFA
3921
Pathway Financial Advisors
Vermont
$472K -$138K -949 -24%
ZAM
3922
Zevin Asset Management
Massachusetts
$470K -$155K -1,062 -28%
VWS
3923
Virtus Wealth Solutions
New Jersey
$469K +$2.77K +19 +0.7%
ACM
3924
Anfield Capital Management
California
$468K +$320K +2,192 +386%
PWM
3925
Power Wealth Management
Georgia
$468K +$29.2K +200 +8%
155 156
157
158 159