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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1201
Financial Security Advisor
Virginia
$5.4M -$115K -770 -2%
TLCM
1202
Twin Lakes Capital Management
California
$5.39M +$40K +267 +0.7%
HSG
1203
Helen Stephens Group
Texas
$5.39M +$439K +2,930 +8%
CCP
1204
Cane Capital Partners
Louisiana
$5.39M -$499K -3,333 -8%
CRC
1205
Curi RMB Capital
Illinois
$5.39M +$261K +1,747 +5%
CI
1206
Cigna Investments
Connecticut
$5.38M -$140K -938 -2%
BB
1207
Berkshire Bank
Massachusetts
$5.38M -$347K -2,318 -6%
QPWM
1208
Quadrant Private Wealth Management
Pennsylvania
$5.37M -$2.77M -18,499 -32%
BWP
1209
Burling Wealth Partners
Illinois
$5.36M +$71.5K +478 +1%
JAG
1210
Journey Advisory Group
Kentucky
$5.36M -$87.6K -585 -1%
RPGK
1211
Retirement Planning Group (Kansas)
Kansas
$5.35M -$131K -874 -2%
KA
1212
Klingman & Associates
New York
$5.34M +$14.8K +99 +0.3%
TIC
1213
TriCert Investment Counsel
$5.32M +$5.82M +38,892 New
FPW
1214
Fairvoy Private Wealth
Alabama
$5.32M +$33.5K +224 +0.6%
LNB
1215
Ledyard National Bank
$5.31M -$624K -4,169 -10%
MWP
1216
Meriwether Wealth & Planning
Louisiana
$5.31M +$5.54K +37 +0.1%
CB
1217
CNB Bank
Pennsylvania
$5.3M +$86.7K +579 +2%
MSA
1218
McAlister Sweet & Associates
Texas
$5.29M +$819K +5,470 +16%
VR
1219
Valued Retirements
Texas
$5.28M – – –
MAWA
1220
Moss Adams Wealth Advisors
Washington
$5.27M -$2.4K -16 -0%
HCM
1221
Hengehold Capital Management
Ohio
$5.26M +$42.8K +286 +0.7%
FNA
1222
First National Advisers
Nebraska
$5.26M -$755K -5,046 -12%
AA
1223
Advisory Alpha
Michigan
$5.25M +$366K +2,444 +7%
OWP
1224
Obermeyer Wealth Partners
Colorado
$5.25M +$97.6K +652 +2%
ISWM
1225
Independent Solutions Wealth Management
New York
$5.24M +$41.5K +277 +0.7%
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