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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
4051
Bank of Jackson Hole Trust
Wyoming
$405K +$65.1K +446 +23%
FFIC
4052
First Fiduciary Investment Counsel
Ohio
$404K -$336K -2,300 -49%
DPW
4053
DiNuzzo Private Wealth
Pennsylvania
$404K -$31.2K -214 -8%
HNWA
4054
Henrickson Nauta Wealth Advisors
Michigan
$403K -$229K -1,568 -40%
CW
4055
Cedarwood Wealth
Colorado
$403K +$74.9K +513 +28%
WWP
4056
Wise Wealth Partners
Arizona
$403K – – –
IVP
4057
Intrinsic Value Partners
Arizona
$403K – – –
RP
4058
Riverwater Partners
Wisconsin
$403K +$10.7K +73 +3%
PFW
4059
Petros Family Wealth
Minnesota
$403K -$5.25K -36 -1%
OWA
4060
One Wealth Advisors
California
$402K +$10.5K +72 +3%
LAM
4061
Lakewood Asset Management
Illinois
$401K +$292 +2 +0.1%
PGWM
4062
Parisi Gray Wealth Management
New Jersey
$401K +$13.6K +93 +4%
EWA
4063
Emergent Wealth Advisors
New York
$401K +$49.9K +342 +17%
AFG
4064
ABLE Financial Group
Arizona
$401K – – –
DG
4065
Dala Group
Illinois
$400K +$344K +2,355 New
MS
4066
Monetary Solutions
Ohio
$399K – – –
DA
4067
Dougherty & Associates
Florida
$398K – – –
EWP
4068
Elevation Wealth Partners
California
$398K +$8.17K +56 +2%
BWM
4069
Brown Wealth Management
Illinois
$398K +$8.32K +57 +2%
EGM
4070
Engineers Gate Manager
New York
$398K +$342K +2,343 New
CPW
4071
Crestmont Private Wealth
Texas
$396K – – –
LSL
4072
Legacy Solutions LLC
Pennsylvania
$396K +$18.1K +124 +6%
PWM
4073
Proathlete Wealth Management
Florida
$395K – – –
CCG
4074
Catalina Capital Group
California
$395K +$11.7K +80 +4%
TF
4075
Tenzing Financial
Virginia
$395K +$7.3K +50 +2%
161 162
163
164 165