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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1951
Telos Capital Management
California
$569K +$57 +1 +0%
GAM
1952
Garrison Asset Management
Arkansas
$568K +$5.58K +98 +1%
DA
1953
Duality Advisers
Florida
$566K +$548K +9,618 New
WWM
1954
Windsor Wealth Management
Indiana
$565K +$7.35K +129 +1%
VCM
1955
Vivaldi Capital Management
Illinois
$564K -$855 -15 -0.2%
LAM
1956
LifePro Asset Management
California
$564K +$276K +4,842 +102%
LCM
1957
LCM Capital Management
Illinois
$563K -$23.5K -412 -4%
FH
1958
FWG Holdings
Florida
$563K +$263K +4,620 +93%
SAM
1959
Seelaus Asset Management
New Jersey
$562K -$5.7K -100 -1%
LOPW
1960
Live Oak Private Wealth
North Carolina
$562K +$18.7K +328 +4%
FMB
1961
Field & Main Bank
Kentucky
$562K +$44.5K +780 +9%
RPSA
1962
Richard P. Slaughter Associates
Texas
$562K +$207K +3,628 +61%
UAS
1963
United Asset Strategies
New York
$558K -$18.4K -323 -3%
CC
1964
Cadinha & Co
Hawaii
$556K – – –
RIA
1965
Recurrent Investment Advisors
Texas
$556K – – –
UC
1966
Unio Capital
New Jersey
$556K – – –
WCM
1967
Wallace Capital Management
Texas
$556K +$269K +4,713 +100%
CSPIA
1968
Cary Street Partners Investment Advisory
Virginia
$555K -$26.7K -468 -5%
RHP
1969
Royal Harbor Partners
Texas
$555K +$1.77K +31 +0.3%
UF
1970
Univest Financial
Pennsylvania
$555K +$5.7K +100 +1%
FAT
1971
First American Trust
California
$555K +$10.9K +192 +2%
WA
1972
WBH Advisory
Maryland
$554K +$456 +8 +0.1%
GM
1973
GeoWealth Management
Illinois
$552K -$6.9K -121 -1%
SMA
1974
Sage Mountain Advisors
Georgia
$552K +$14.9K +262 +3%
SFP
1975
Sterling Financial Planning
New Jersey
$551K -$9.46K -166 -2%
77 78
79
80 81