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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIBT
3026
First International Bank & Trust
North Dakota
$591K +$197K +1,695 +49%
LFG
3027
Lazard Frères Gestion
France
$591K – – –
OR
3028
Olympiad Research
Connecticut
$590K +$597K +5,124 New
EIC
3029
Equity Investment Corp
Georgia
$590K -$9.55K -82 -2%
WBCM
3030
Wilson & Boucher Capital Management
California
$589K +$17.9K +154 +3%
HIM
3031
Hillsdale Investment Management
Ontario, Canada
$588K +$217K +1,860 +57%
CIM
3032
Chapman Investment Management
California
$587K -$133K -1,138 -18%
KL
3033
KilterHowling LLC
Colorado
$587K +$13.7K +118 +2%
TAM
3034
Townsend Asset Management
North Carolina
$587K +$582 +5 +0.1%
CPC
3035
Consolidated Planning Corp
Georgia
$587K +$189K +1,625 +47%
APW
3036
Acima Private Wealth
Virginia
$586K -$11.6K -100 -2%
FFG
3037
Fiduciary Financial Group
California
$586K +$588K +5,052 New
OAS
3038
Optivise Advisory Services
Tennessee
$584K +$591K +5,073 New
PFA
3039
Pathway Financial Advisors
Vermont
$583K -$14.6K -125 -2%
KWM
3040
Keebeck Wealth Management
Illinois
$583K +$102K +874 +21%
GHA
3041
Granite Harbor Advisors
Texas
$582K +$281K +2,411 +91%
TW
3042
Trajan Wealth
Arizona
$582K +$589K +5,053 New
BDF
3043
Black Diamond Financial
Maryland
$582K +$332K +2,854 +130%
SWM
3044
Seaside Wealth Management
California
$580K -$45.5K -391 -7%
SSWG
3045
Seven Springs Wealth Group
Tennessee
$580K – – –
SSC
3046
Syverson Strege & Co
Iowa
$579K +$43.4K +373 +8%
FAM
3047
Family Asset Management
South Carolina
$579K +$466 +4 +0.1%
LA
3048
Lane & Associates
New Jersey
$576K +$2.33K +20 +0.4%
DWM
3049
Destination Wealth Management
California
$576K +$2.91K +25 +0.5%
ETIA
3050
Epic Trust Investment Advisors
Washington
$576K +$3.03K +26 +0.5%
120 121
122
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