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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
4101
Parkside Investments
Illinois
$204K -$45.2K -302 -17%
SLP
4102
Storen Legacy Partners
Indiana
$204K +$10.5K +70 +5%
RGF
4103
Retirement Guys Formula
Ohio
$204K -$10K -67 -4%
ELM
4104
Elite Life Management
Florida
$203K +$200K +1,337 New
MI
4105
Moneywise Inc
Virginia
$202K – – –
AA
4106
Ahara Advisors
New Jersey
$202K -$16.9K -113 -7%
BS
4107
Brighton Securities
New York
$202K -$167K -1,118 -43%
EIA
4108
Emerald Investment Advisers
Pennsylvania
$202K +$221K +1,478 New
MIFH
4109
Migdal Insurance & Financial Holdings
Israel
$202K – – –
AEPWM
4110
Atlantic Edge Private Wealth Management
Florida
$201K -$6.74K -45 -3%
TSS
4111
Taylor Securities Services
Pennsylvania
$201K -$13.3K -89 -6%
ICMM
4112
Integrated Capital Management (Michigan)
Michigan
$201K +$8.23K +55 +4%
NFP
4113
NorthLanding Financial Partners
New York
$201K +$220K +1,471 New
C
4114
Covestor
United Kingdom
$201K +$4.19K +28 +2%
NC
4115
North Capital
Utah
$201K – – –
KPPF
4116
Klein Pavlis & Peasley Financial
California
$201K +$5.24K +35 +2%
KAS
4117
Kemnay Advisory Services
New York
$201K +$12.7K +85 +6%
BHFP
4118
Blom & Howell Financial Planning
California
$201K -$898 -6 -0.4%
PWM
4119
Purus Wealth Management
California
$200K +$3.89K +26 +2%
GWM
4120
Gilpin Wealth Management
Colorado
$197K – – –
SBF
4121
Sara-Bay Financial
Florida
$196K -$65.1K -435 -23%
PMIM
4122
Prudent Man Investment Management
Colorado
$195K – – –
BIM
4123
Breakwater Investment Management
Washington
$195K – – –
W
4124
WealthCollab
Washington
$193K – – –
CFG
4125
CKW Financial Group
Hawaii
$193K +$11.7K +78 +6%
163 164
165
166 167