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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
4726
Access Investment Management
Georgia
$45.8K -$39.7K -272 -50%
NWS
4727
Nvest Wealth Strategies
Ohio
$45K +$146 +1 +0.4%
TWM
4728
TopTier Wealth Management
Wisconsin
$44.5K +$38.2K +262 New
PFO
4729
Pioneer Family Office
Florida
$44.1K – – –
IPS
4730
Investors Portfolio Services
Washington
$43.4K +$28.9K +198 +319%
KCM
4731
Key Capital Management
Tennessee
$43.1K +$2.92K +20 +9%
GF
4732
GGM Financials
Ohio
$42.8K +$5.4K +37 +17%
WA
4733
Westfuller Advisors
New York
$41.9K -$3.79K -26 -10%
DF
4734
DecisionPoint Financial
Arizona
$39.7K -$4.82K -33 -12%
CW
4735
Curio Wealth
Maryland
$39.4K +$4.23K +29 +14%
APW
4736
Atlantic Private Wealth
North Carolina
$38.6K +$29.5K +202 +777%
MCA
4737
Midwest Capital Advisors
Michigan
$38.2K – – –
PIS
4738
POM Investment Strategies
North Carolina
$37.4K +$10.7K +73 +50%
BCM
4739
Berbice Capital Management
New York
$37.1K – – –
PWA
4740
Portus Wealth Advisors
North Carolina
$36.5K +$31.4K +215 New
PP
4741
Paladin Partners
Wisconsin
$35.6K – – –
3FI
4742
3 Factor Indexing
California
$35K +$30.1K +206 New
NOI
4743
Newton One Investments
Delaware
$34.9K +$292 +2 +1%
AIA
4744
Arcadia Investment Advisors
Idaho
$33.9K – – –
CWM
4745
Consultiva Wealth Management
Puerto Rico
$33.9K – – –
CWA
4746
Carolina Wealth Advisors
South Carolina
$32.6K +$28K +192 New
NWMP
4747
Noble Wealth Management PBC
Colorado
$31.7K – – –
BFS
4748
Beacon Financial Strategies
North Carolina
$30.5K – – –
1L
4749
10Elms LLP
Oklahoma
$30K -$7.44K -51 -22%
NL
4750
NorthAvenue LLC
Ohio
$28.2K +$21.9K +150 +938%
188 189
190
191 192