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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
1026
Capital Group Private Client Services
California
$6.35M -$22M -198,012 -78%
BRM
1027
Boston Research & Management
Massachusetts
$6.34M +$161K +1,447 +3%
TFS
1028
Thoroughbred Financial Services
Tennessee
$6.33M +$154K +1,381 +3%
GWMIA
1029
Global Wealth Management Investment Advisory
Florida
$6.31M +$145K +1,307 +2%
DAM
1030
Doheny Asset Management
California
$6.3M +$19.5K +175 +0.3%
WWM
1031
Western Wealth Management
Colorado
$6.29M -$115K -1,036 -2%
ARG
1032
Advisory Resource Group
Oklahoma
$6.28M +$196K +1,767 +3%
RCA
1033
Resonant Capital Advisors
Wisconsin
$6.27M +$155K +1,394 +3%
MPM
1034
Meritage Portfolio Management
Kansas
$6.27M -$586K -5,267 -9%
QPWM
1035
Quadrant Private Wealth Management
Pennsylvania
$6.27M +$470K +4,228 +8%
V
1036
VeraBank
Texas
$6.26M +$103K +928 +2%
E3F
1037
Eight 31 Financial
Texas
$6.24M -$728K -6,551 -11%
RMC
1038
Resources Management Corp
Connecticut
$6.23M -$196K -1,760 -3%
HAI
1039
Hennessy Advisors Inc
California
$6.23M -$189K -1,700 -3%
IWM
1040
IHT Wealth Management
Illinois
$6.22M +$45.5K +409 +0.7%
CW
1041
CreativeOne Wealth
Kansas
$6.22M +$156K +1,401 +3%
CCP
1042
Clarkston Capital Partners
Michigan
$6.2M – – –
IB
1043
Intrust Bank
Kansas
$6.17M +$60.6K +545 +1%
BAM
1044
Belpointe Asset Management
Nevada
$6.17M -$466K -4,190 -7%
MCP
1045
Martin Capital Partners
Oregon
$6.15M +$48.4K +435 +0.8%
IAIM
1046
International Assets Investment Management
Florida
$6.14M – – –
UAS
1047
United Asset Strategies
New York
$6.11M +$59.8K +538 +1%
LC
1048
Lavaca Capital
Texas
$6.1M – – –
HC
1049
Hourglass Capital
Texas
$6.09M -$50.1K -451 -0.8%
BA
1050
BCM Advisors
Louisiana
$6.07M -$61.1K -550 -1%
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