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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1801
Accredited Investors
Minnesota
$732K -$104K -1,270 -12%
AI
1802
ArchPoint Investors
Florida
$725K -$4.91K -60 -0.7%
AFIA
1803
America First Investment Advisors
Nebraska
$720K – – –
ECM
1804
EagleClaw Capital Management
Massachusetts
$719K -$243K -2,971 -25%
PWP
1805
Private Wealth Partners
California
$717K +$90K +1,100 +14%
LK
1806
Lumbard & Kellner
New Hampshire
$715K – – –
HCM
1807
Hilton Capital Management
New York
$714K -$561K -6,859 -44%
BCM
1808
Brookmont Capital Management
Texas
$711K -$74.6K -912 -9%
SA
1809
Strategic Advisors
New York
$711K +$91.3K +1,116 +15%
PFO
1810
Pathstone Family Office
New Jersey
$710K -$13.9K -170 -2%
MFS
1811
McNamara Financial Services
Massachusetts
$710K – – –
BRC
1812
Bell Rock Capital
Delaware
$708K -$207K -2,530 -22%
FCT
1813
Family Capital Trust
Massachusetts
$706K -$22.1K -270 -3%
DSAM
1814
Dock Street Asset Management
Florida
$705K -$16.4K -200 -2%
PMFA
1815
Plante Moran Financial Advisors
Michigan
$704K -$332K -4,056 -32%
BO
1816
BRR OpCo
Ohio
$704K -$11.5K -141 -2%
NIM
1817
Nexus Investment Management
Ontario, Canada
$702K – – –
NGA
1818
Naples Global Advisors
Florida
$699K +$327 +4 +0%
GS
1819
Gagnon Securities
New York
$691K – – –
RW
1820
REDW Wealth
New Mexico
$691K – – –
CA
1821
Cambridge Advisors
Nebraska
$691K +$41.7K +510 +6%
HWP
1822
Hefty Wealth Partners
Indiana
$691K +$678K +8,290 +2,950%
PCMM
1823
Private Capital Management (Minnesota)
Minnesota
$690K – – –
DOA
1824
D'Orazio & Associates
Virginia
$688K +$106K +1,301 +18%
QIM
1825
Quest Investment Management
Oregon
$686K – – –
71 72
73
74 75