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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
4201
Monograph Wealth Advisors
California
$239K -$16.7K -144 -7%
AIFAIM
4202
American Institute for Advanced Investment Management
Arizona
$239K -$1.74K -15 -0.8%
GCM
4203
Gambit Capital Management
Tennessee
$239K +$230K +1,984 New
SWP
4204
Summit Wealth Partners
Florida
$238K +$696 +6 +0.3%
RCA
4205
Ranch Capital Advisors
Florida
$238K +$232 +2 +0.1%
SA
4206
Stewardship Advisors
Pennsylvania
$238K -$80.8K -697 -26%
OA
4207
Oak Associates
Ohio
$238K – – –
TVWM
4208
Tower View Wealth Management
Wisconsin
$237K -$56K -483 -20%
RF
4209
Robbins Farley
New Hampshire
$237K – – –
FPI
4210
Financial Plan Inc
Washington
$237K +$228K +1,969 New
GWM
4211
Greenhouse Wealth Management
Connecticut
$237K +$20.8K +179 +10%
Harris Associates
4212
Harris Associates
Illinois
$237K – – –
CFS
4213
Compass Financial Services
Iowa
$235K -$210K -1,814 -48%
MSFP
4214
Mark Sheptoff Financial Planning
Connecticut
$235K -$5.8K -50 -2%
B
4215
Bensler
Washington
$235K +$1.04K +9 +0.5%
FLP
4216
Financial Life Planners
Arizona
$235K +$1.97K +17 +0.9%
GRA
4217
Golden Road Advisors
Florida
$235K +$8.23K +71 +4%
SCA
4218
Strathmore Capital Advisors
North Carolina
$235K -$27K -233 -11%
RPA
4219
Redwood Park Advisors
California
$234K -$8K -69 -3%
PFM
4220
Patton Fund Management
Texas
$234K -$9.51K -82 -4%
WWMP
4221
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$234K +$225K +1,944 New
SDWMA
4222
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K -$1.7M -14,649 -88%
EWP
4223
Evergreen Wealth Partners
Montana
$234K +$225K +1,941 New
CIM
4224
Catalyst Investment Management
New Hampshire
$234K +$225K +1,941 New
CM
4225
Capital Management
Virginia
$234K – – –