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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
4026
Elevation Wealth Partners
California
$223K – – –
LFP
4027
Lakeshore Financial Planning
Michigan
$223K +$117 +1 +0%
CIA
4028
Caerus Investment Advisors
Texas
$221K – – –
WCM
4029
WealthTrak Capital Management
Virginia
$221K +$240K +2,053 New
FS
4030
Financially Speaking
Colorado
$221K +$240K +2,052 New
SWP
4031
Summit Wealth Partners
Florida
$220K -$141K -1,209 -37%
TCM
4032
Triumph Capital Management
Colorado
$220K -$8.89K -76 -4%
C
4033
Covestor
United Kingdom
$220K -$15.8K -135 -6%
FOR
4034
Family Office Research
Maryland
$220K +$239K +2,044 New
VSQM
4035
V-Square Quantitative Management
Illinois
$220K -$1.64K -14 -0.7%
OPWM
4036
Oxinas Partners Wealth Management
Indiana
$220K -$351 -3 -0.1%
CNWM
4037
Clay Northam Wealth Management
California
$220K +$18.6K +159 +8%
ST
4038
Somerset Trust
Pennsylvania
$219K – – –
WW
4039
Westshore Wealth
California
$219K +$117 +1 +0%
EE
4040
EWG Elevate
California
$217K -$207K -1,769 -47%
HP
4041
Haven Private
Florida
$217K +$236K +2,015 New
PWM
4042
Parkshore Wealth Management
California
$217K +$236K +2,015 New
PK
4043
Pflug Koory
Nebraska
$217K -$40.7K -348 -15%
LFG
4044
Leverty Financial Group
Wisconsin
$217K – – –
3F
4045
360 Financial
Minnesota
$216K – – –
EMAM
4046
Encompass More Asset Management
California
$216K -$37.5K -321 -14%
AIFAIM
4047
American Institute for Advanced Investment Management
Arizona
$215K -$109K -932 -32%
COI
4048
Connable Office Inc
Michigan
$215K – – –
HP
4049
Highlander Partners
Texas
$215K – – –
OFC
4050
Oakland Financial Corp
$215K +$234K +2,000 New
160 161
162
163 164