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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
4126
Capitol Family Office
Oregon
$70.6K – – –
PFG
4127
Putney Financial Group
California
$70.1K -$12.3K -115 -15%
CAWM
4128
Capital A Wealth Management
Pennsylvania
$68.8K +$42.1K +394 +134%
SHM
4129
Sagard Holdings Management
Ontario, Canada
$68K +$67.5K +631 New
LIA
4130
Luken Investment Analytics
Tennessee
$67.7K – – –
ICCON
4131
Investment Counsel Company of Nevada
Nevada
$66.3K – – –
KG
4132
Kilter Group
New York
$65K +$64.5K +603 New
IFS
4133
Intelligent Financial Strategies
Minnesota
$64.7K – – –
CFG
4134
Chapman Financial Group
Hawaii
$64.7K +$64.1K +600 New
EWM
4135
Evolution Wealth Management
Florida
$64.5K +$63.9K +598 New
GWS
4136
Greykasell Wealth Strategies
California
$60.8K – – –
AIM
4137
Access Investment Management
Georgia
$58.4K +$57.9K +542 New
BDL
4138
Banque de Luxembourg
Luxembourg
$56.5K – – –
CFS
4139
Compass Financial Services
Iowa
$55.5K -$4.7K -44 -8%
AWM
4140
Activest Wealth Management
Florida
$55.4K -$65.1K -609 -54%
TC
4141
Tacita Capital
Ontario, Canada
$54.8K +$10.7K +100 +25%
PAG
4142
Paladin Advisory Group
Iowa
$54.3K – – –
RWA
4143
Redmont Wealth Advisors
Illinois
$49.5K +$27.9K +261 +132%
CSC
4144
Cove Street Capital
California
$48.8K – – –
TWD
4145
True Wealth Design
Ohio
$48.7K +$3.85K +36 +9%
BAM
4146
Bellevue Asset Management
Washington
$48.6K +$321 +3 +0.7%
CPA
4147
Compass Planning Associates
Massachusetts
$47.9K +$428 +4 +0.9%
CAM
4148
Clarity Asset Management
Iowa
$47.4K +$214 +2 +0.5%
RWS
4149
Retirement Wealth Solutions
Wisconsin
$46.4K +$107 +1 +0.2%
NL
4150
NVWM LLC
Pennsylvania
$46.1K -$1.28K -12 -3%
164 165
166
167 168