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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2476
JGP Wealth Management
Oregon
$844K -$3.95K -36 -0.5%
PGA
2477
Portland Global Advisors
Maine
$842K -$120K -1,097 -13%
UFF
2478
USA Financial Formulas
Michigan
$841K – – –
MW
2479
MBL Wealth
North Carolina
$838K +$13.9K +127 +2%
KPWG
2480
KFA Private Wealth Group
Virginia
$838K +$41.5K +378 +6%
EWM
2481
Elevatus Welath Management
New York
$836K +$71.2K +649 +10%
RAM
2482
Redmond Asset Management
Virginia
$835K – – –
EAM
2483
Empirical Asset Management
Massachusetts
$835K +$15.6K +142 +2%
WWP
2484
WR Wealth Planners
Missouri
$834K -$12.9K -118 -2%
KBFS
2485
Kohmann Bosshard Financial Services
Ohio
$831K – – –
RWP
2486
Revolve Wealth Partners
New Jersey
$831K +$64.4K +587 +9%
CPA
2487
Capital Planning Advisors
California
$829K -$23K -210 -3%
CSWM
2488
Cassady Schiller Wealth Management
Ohio
$828K -$50.9K -464 -6%
LCGC
2489
Legacy Capital Group California
California
$826K +$55.9K +510 +8%
JF
2490
JSF Financial
California
$826K -$37.6K -343 -5%
AIA
2491
Arbor Investment Advisors
North Carolina
$823K +$1.54K +14 +0.2%
WHAM
2492
Windmill Hill Asset Management
United Kingdom
$823K – – –
TFO
2493
Tarbox Family Office
California
$823K +$329 +3 +0%
AIM
2494
Alhambra Investment Management
Florida
$822K – – –
FVWA
2495
Foster Victor Wealth Advisors
South Carolina
$822K +$15.6K +142 +2%
MWM
2496
MBE Wealth Management
Wisconsin
$821K +$1.97K +18 +0.3%
SIAP
2497
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$818K +$13.7K +125 +2%
RFM
2498
Royal Fund Management
Florida
$817K -$15.9K -145 -2%
CL
2499
COWA LLC
Oklahoma
$815K -$71.3K -650 -9%
WFAG
2500
Worth Financial Advisory Group
North Carolina
$815K +$128K +1,167 +20%
98 99
100
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