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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
1976
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.37M -$75.2K -680 -5%
TWM
1977
Thrive Wealth Management
Pennsylvania
$1.37M +$76.3K +690 +6%
GA
1978
GraniteShares Advisors
New York
$1.37M -$41.7K -377 -3%
SRAM
1979
Spouting Rock Asset Management
Pennsylvania
$1.37M -$1.66K -15 -0.1%
ALAM
1980
Asahi Life Asset Management
Japan
$1.37M -$48.1K -435 -3%
EWA
1981
EverSource Wealth Advisors
Alabama
$1.37M -$69K -624 -5%
WDL
1982
Well Done LLC
Michigan
$1.37M -$219K -1,976 -14%
LHC
1983
Little House Capital
Massachusetts
$1.36M +$475K +4,292 +53%
LF
1984
LifeSteps Financial
California
$1.36M -$53.1K -480 -4%
EFL
1985
ERn Financial LLC
Wisconsin
$1.36M -$10.9K -99 -0.8%
CRWM
1986
Castle Rock Wealth Management
California
$1.36M +$46.5K +420 +3%
ORAM
1987
One River Asset Management
Connecticut
$1.36M -$421K -3,805 -23%
KIG
1988
Kowal Investment Group
Wisconsin
$1.36M +$43.9K +397 +3%
SG
1989
Somerset Group
Minnesota
$1.35M – – –
AFG
1990
Alterity Financial Group
Maine
$1.35M – – –
MIM
1991
Merrion Investment Management
New Jersey
$1.35M -$11.1K -100 -0.8%
CNB
1992
Camden National Bank
Maine
$1.35M -$150K -1,352 -10%
OIA
1993
Optimum Investment Advisors
Illinois
$1.35M +$83K +750 +6%
WWC
1994
Waypoint Wealth Counsel
Georgia
$1.35M -$515K -4,654 -27%
BMM
1995
Berkshire Money Management
Massachusetts
$1.35M +$20.4K +184 +2%
TAM
1996
Titleist Asset Management
Texas
$1.34M +$1.36M +12,265 New
TFA
1997
Triad Financial Advisors
North Carolina
$1.34M -$756K -6,837 -36%
MHWM
1998
Montz Harcus Wealth Management
Louisiana
$1.34M -$32.6K -295 -2%
RW
1999
Rede Wealth
Virginia
$1.34M -$5.75K -52 -0.4%
VCM
2000
Viewpoint Capital Management
Washington
$1.34M -$2.77K -25 -0.2%
78 79
80
81 82