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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1951
Telos Capital Management
California
$610K +$34.3K +575 +6%
SAM
1952
Seelaus Asset Management
New Jersey
$609K +$150K +2,510 +35%
AFM
1953
Andesa Financial Management
Pennsylvania
$608K +$34K +570 +6%
NRI
1954
NFP Retirement Inc
California
$608K +$1.31K +22 +0.2%
MMA
1955
Miracle Mile Advisors
California
$607K +$199K +3,332 +53%
GAM
1956
Garrison Asset Management
Arkansas
$603K +$179 +3 +0%
SFP
1957
Sterling Financial Planning
New Jersey
$601K -$83.3K -1,395 -13%
RHJA
1958
Rice Hall James & Associates
California
$601K – – –
GSEP
1959
Golden State Equity Partners
California
$600K +$568K +9,520 New
GM
1960
GeoWealth Management
Illinois
$599K +$79.9K +1,338 +16%
CL
1961
Choreo LLC
Illinois
$598K -$41.2K -690 -7%
SFS
1962
Summit Financial Strategies
Ohio
$598K +$138K +2,303 +32%
CC
1963
Cadinha & Co
Hawaii
$597K -$201K -3,360 -26%
UC
1964
Unio Capital
New Jersey
$597K – – –
OBWG
1965
Onyx Bridge Wealth Group
New York
$597K +$22.6K +378 +4%
SG
1966
Somerset Group
Minnesota
$597K +$83.6K +1,400 +17%
BBNB
1967
Baker Boyer National Bank
Washington
$597K +$416K +6,968 New
COF
1968
Capital One Financial
Virginia
$596K -$49.9K -835 -8%
RIA
1969
Recurrent Investment Advisors
Texas
$596K – – –
BFG
1970
Berger Financial Group
Minnesota
$595K +$43.5K +728 +8%
RHP
1971
Royal Harbor Partners
Texas
$593K +$1.67K +28 +0.3%
UF
1972
Univest Financial
Pennsylvania
$590K -$35.5K -595 -6%
CPWA
1973
Cerro Pacific Wealth Advisors
California
$590K +$559K +9,361 New
CT
1974
Columbia Trust
Oregon
$589K -$5.31K -89 -0.9%
MGWM
1975
Marks Group Wealth Management
Minnesota
$588K +$6.93K +116 +1%
77 78
79
80 81