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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2501
Paulson Wealth Management
Illinois
$942K -$98.8K -944 -10%
JHCP
2502
Jackson Hole Capital Partners
Oklahoma
$938K +$8.16K +78 +1%
LWM
2503
Lodestone Wealth Management
Washington
$938K -$7.12K -68 -0.8%
LA
2504
Lifeworks Advisors
Michigan
$938K +$112K +1,073 +15%
DMBA
2505
Deseret Mutual Benefit Administrators
Utah
$937K +$91.3K +873 +12%
HFP
2506
Holistic Financial Partners
Indiana
$936K +$47.3K +452 +6%
Kayne Anderson Rudnick Investment Management
2507
Kayne Anderson Rudnick Investment Management
California
$933K -$121K -1,154 -13%
CUAMC
2508
China Universal Asset Management Company
China
$933K +$840K +8,025 New
FFO
2509
Fiduciary Family Office
Florida
$932K +$191K +1,824 +29%
PAM
2510
Pegasus Asset Management
New York
$931K +$49.5K +473 +6%
AWM
2511
Avaii Wealth Management
Wisconsin
$930K -$2.83K -27 -0.3%
CU
2512
Cornell University
New York
$930K
SIA
2513
SeaBridge Investment Advisors
New Jersey
$930K +$108K +1,029 +15%
WFAG
2514
Worth Financial Advisory Group
North Carolina
$930K +$75K +717 +10%
AC
2515
Avenir Corporation
Virginia
$929K
DL
2516
DOHJ LLC
Washington
$927K +$63.4K +606 +8%
NFG
2517
Northeast Financial Group
Pennsylvania
$926K +$157K +1,496 +23%
PPWM
2518
Paragon Private Wealth Management
Kentucky
$924K +$23.3K +223 +3%
VWA
2519
VERITY Wealth Advisors
United States
$923K
CWM
2520
Centurion Wealth Management
Virginia
$921K -$96.9K -926 -10%
HI
2521
Hendershot Investments
Virginia
$920K
PRI
2522
Prepared Retirement Institute
Pennsylvania
$920K -$313K -2,995 -27%
DPI
2523
Diversified Portfolios Inc
Michigan
$920K -$61.5K -588 -7%
QFA
2524
Quantum Financial Advisors
California
$917K +$329K +3,148 +66%
HWP
2525
Heritage Wealth Partners
Ohio
$917K