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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
1101
Integrated Advisors Network
Texas
$5.44M -$349K -3,334 -7%
KWS
1102
Keystone Wealth Services
California
$5.44M +$5.34K +51 +0.1%
CWM
1103
Congress Wealth Management
Massachusetts
$5.42M -$1.53M -14,629 -24%
KCG
1104
Kinsale Capital Group
Virginia
$5.42M +$804K +7,689 +20%
VWM
1105
Venturi Wealth Management
Texas
$5.41M -$138K -1,318 -3%
DCM
1106
Dudley Capital Management
Virginia
$5.41M +$1.36K +13 +0%
QCG
1107
Quadrant Capital Group
Ohio
$5.4M -$6.91K -66 -0.1%
V
1108
VeraBank
Texas
$5.38M -$1.88K -18 -0%
CWM
1109
Chemistry Wealth Management
New York
$5.37M +$144K +1,380 +3%
CM
1110
Capula Management
Cayman Islands
$5.37M +$4.83M +46,206 New
DPIM
1111
Duff & Phelps Investment Management
Illinois
$5.36M +$140K +1,342 +3%
SF
1112
Summit Financial
New Jersey
$5.35M +$705K +6,741 +17%
WPC
1113
Wedmont Private Capital
Pennsylvania
$5.35M +$630K +6,020 +16%
WPP
1114
Whalerock Point Partners
Rhode Island
$5.34M +$33.1K +316 +0.7%
FSWA
1115
Financial Synergies Wealth Advisors
Texas
$5.34M +$2.48M +23,744 +107%
LNWTC
1116
Laird Norton Wetherby Trust Company
Washington
$5.34M -$9.51M -90,886 -66%
SFO
1117
Stokes Family Office
Louisiana
$5.32M +$36.8K +352 +0.8%
CPBTD
1118
Central Pacific Bank - Trust Division
Hawaii
$5.31M +$4.75M +45,425 New
AB
1119
Atlas Brown
Kentucky
$5.31M +$275K +2,632 +6%
FCCM
1120
First City Capital Management
Georgia
$5.31M -$90K -860 -2%
KWA
1121
Kingswood Wealth Advisors
California
$5.29M +$704K +6,724 +17%
HKAM
1122
Horizon Kinetics Asset Management
New York
$5.29M – – –
ACA
1123
Ascension Capital Advisors
Texas
$5.29M – – –
JPWM
1124
Jamison Private Wealth Management
Georgia
$5.28M +$73K +698 +2%
NLP
1125
Next Level Private
New York
$5.28M +$153K +1,459 +3%
43 44
45
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