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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
4076
Panoramic Capital Partners
Oregon
$278K +$15.1K +130 +6%
BW
4077
Balance Wealth
Ohio
$278K +$39.3K +339 +17%
LFA
4078
Laraway Financial Advisors
Minnesota
$278K +$268K +2,307 New
RP
4079
Riverwater Partners
Wisconsin
$277K +$10.6K +91 +4%
BCM
4080
Bluefin Capital Management
New York
$277K +$267K +2,300 New
MWA
4081
MN Wealth Advisors
Kansas
$277K +$37.5K +323 +16%
OWA
4082
One Wealth Advisors
California
$276K -$4.99K -43 -2%
EWP
4083
Elevation Wealth Partners
California
$275K -$2.9K -25 -1%
BWM
4084
Brown Wealth Management
Illinois
$275K +$265K +2,286 New
SWM
4085
Schwallier Wealth Management
Michigan
$275K +$225K +1,943 New
CWM
4086
Circle Wealth Management
New Jersey
$275K +$58.7K +506 +28%
PK
4087
Pflug Koory
Nebraska
$275K +$1.51K +13 +0.6%
CM
4088
Cercano Management
Washington
$274K – – –
AMG
4089
Asset Management Group
Connecticut
$274K +$1.28K +11 +0.5%
HP
4090
Haven Private
Florida
$274K +$580 +5 +0.2%
AA
4091
Alpha Advisors
Virginia
$274K +$232 +2 +0.1%
PGWM
4092
Parisi Gray Wealth Management
New Jersey
$273K +$1.16K +10 +0.4%
AF
4093
Affiance Financial
Minnesota
$272K – – –
FLA
4094
Financial Life Advisors
Texas
$271K +$4.75K +41 +2%
CCG
4095
Catalina Capital Group
California
$271K -$8.12K -70 -3%
HI
4096
Hoey Investments
Pennsylvania
$270K -$17.5K -151 -6%
SA
4097
SAM Advisors
California
$270K +$1.28K +11 +0.5%
FPCG
4098
Forum Private Client Group
Indiana
$270K +$28.2K +243 +12%
ACM
4099
Andina Capital Management
Utah
$269K -$11.4K -98 -4%
SHIM
4100
Stone House Investment Management
Pennsylvania
$269K +$4.41K +38 +2%
162 163
164
165 166