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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1951
Wimmer Associates 1
California
$569K -$11.1K -195 -2%
TCM
1952
Telos Capital Management
California
$569K +$57 +1 +0%
GAM
1953
Garrison Asset Management
Arkansas
$568K +$5.58K +98 +1%
DA
1954
Duality Advisers
Florida
$566K +$548K +9,618 New
WWM
1955
Windsor Wealth Management
Indiana
$565K +$7.35K +129 +1%
VCM
1956
Vivaldi Capital Management
Illinois
$564K -$855 -15 -0.2%
LAM
1957
LifePro Asset Management
California
$564K +$276K +4,842 +102%
LCM
1958
LCM Capital Management
Illinois
$563K -$23.5K -412 -4%
FH
1959
FWG Holdings
Florida
$563K +$263K +4,620 +93%
SAM
1960
Seelaus Asset Management
New Jersey
$562K -$5.7K -100 -1%
LOPW
1961
Live Oak Private Wealth
North Carolina
$562K +$18.7K +328 +4%
FMB
1962
Field & Main Bank
Kentucky
$562K +$44.5K +780 +9%
RPSA
1963
Richard P. Slaughter Associates
Texas
$562K +$207K +3,628 +61%
UAS
1964
United Asset Strategies
New York
$558K -$18.4K -323 -3%
CC
1965
Cadinha & Co
Hawaii
$556K – – –
RIA
1966
Recurrent Investment Advisors
Texas
$556K – – –
UC
1967
Unio Capital
New Jersey
$556K – – –
WCM
1968
Wallace Capital Management
Texas
$556K +$269K +4,713 +100%
CSPIA
1969
Cary Street Partners Investment Advisory
Virginia
$555K -$26.7K -468 -5%
RHP
1970
Royal Harbor Partners
Texas
$555K +$1.77K +31 +0.3%
UF
1971
Univest Financial
Pennsylvania
$555K +$5.7K +100 +1%
FAT
1972
First American Trust
California
$555K +$10.9K +192 +2%
WA
1973
WBH Advisory
Maryland
$554K +$456 +8 +0.1%
GM
1974
GeoWealth Management
Illinois
$552K -$6.9K -121 -1%
SMA
1975
Sage Mountain Advisors
Georgia
$552K +$14.9K +262 +3%
77 78
79
80 81