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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
4026
Francis Financial
$301K +$85.2K +735 +42%
DWS
4027
Discipline Wealth Solutions
South Carolina
$300K +$289K +2,494 New
SCM
4028
Saxony Capital Management
Missouri
$300K +$580 +5 +0.2%
FA
4029
Fedenia Advisers
Wisconsin
$300K – – –
PPP
4030
Prism Planning Partners
Illinois
$299K +$288K +2,482 New
VW
4031
Veridan Wealth
Oregon
$298K +$2.44K +21 +0.9%
PWM
4032
Peterson Wealth Management
Nevada
$298K +$2.44K +21 +0.9%
AFW
4033
Avantra Family Wealth
Pennsylvania
$297K +$232 +2 +0.1%
SGI
4034
Swan Global Investments
Colorado
$297K +$42.5K +366 +17%
CF
4035
Convergence Financial
Missouri
$296K -$69.2K -597 -20%
FCM
4036
Family Capital Management
Michigan
$296K -$2.67K -23 -0.9%
CFP
4037
Cypress Financial Planning
New Jersey
$295K +$77.2K +666 +38%
WCM
4038
Washburn Capital Management
Florida
$294K +$1.04K +9 +0.4%
DCM
4039
Dorato Capital Management
Colorado
$294K +$262K +2,256 New
LFP
4040
Lakeshore Financial Planning
Michigan
$293K +$42.2K +364 +18%
HBS
4041
Howard Bailey Securities
Indiana
$293K +$13.1K +113 +5%
TW
4042
ticino wealth
California
$293K +$282K +2,432 New
CA
4043
Crumly & Associates
Illinois
$292K -$12.1K -104 -4%
PIA
4044
Polaris Investment Advisors
Massachusetts
$292K +$282K +2,428 New
DFG
4045
Dynamic Financial Group
Iowa
$292K – – –
WWM
4046
Wiser Wealth Management
Georgia
$291K +$11K +95 +4%
IPW
4047
Intergy Private Wealth
Colorado
$291K -$7.89K -68 -3%
EFA
4048
Englebert Financial Advisers
Pennsylvania
$291K +$281K +2,420 New
BAM
4049
Burkett Asset Management
$291K +$280K +2,418 New
MAA
4050
Mraz Amerine & Associates
California
$291K -$2.55K -22 -0.9%
160 161
162
163 164