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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHA
2026
Beech Hill Advisors
New York
$309K -$50.9K -576 -15%
RCG
2027
Ruggie Capital Group
Florida
$308K -$13.4K -151 -4%
SCM
2028
Sitrin Capital Management
California
$306K -$2.65K -30 -0.9%
AMAL
2029
Asset Management Advisors LLC
Oklahoma
$304K +$619 +7 +0.2%
PCM
2030
Palouse Capital Management
Washington
$301K – – –
EA
2031
Elm Advisors
California
$299K +$282K +3,190 New
SCM
2032
Silver Capital Management
New York
$297K – – –
PA
2033
Planning Alternatives
Michigan
$296K -$1.77K -20 -0.6%
CWM
2034
Cranbrook Wealth Management
Michigan
$296K – – –
HCM
2035
Hamlin Capital Management
New York
$292K – – –
NHFG
2036
New Harbor Financial Group
Massachusetts
$290K +$53.1K +600 +24%
BFG
2037
Bouchey Financial Group
New York
$290K +$61.9K +700 +29%
AA
2038
AlphaMark Advisors
Kentucky
$288K – – –
AWA
2039
Arete Wealth Advisors
Illinois
$287K -$66.4K -751 -20%
RI
2040
Redwood Investments
Massachusetts
$287K -$973 -11 -0.4%
VA
2041
Valmark Advisers
Ohio
$285K -$42.9K -485 -14%
UFA
2042
US Financial Advisors
Massachusetts
$284K – – –
BA
2043
Bennicas & Associates
California
$281K – – –
MC
2044
Matisse Capital
Oregon
$275K -$39.8K -450 -13%
HCM
2045
Highlander Capital Management
New Jersey
$274K -$64.4K -728 -20%
GCM
2046
Gibraltar Capital Management
Oklahoma
$273K +$1.59K +18 +0.6%
PRS
2047
Pinkerton Retirement Specialists
Idaho
$273K +$248K +2,804 +2,696%
MMA
2048
Miracle Mile Advisors
California
$273K +$254K +2,867 New
USGIU
2049
U.S. Global Investors (USGI)
Texas
$272K -$256K -2,900 -50%
RAM
2050
Riggs Asset Management
Pennsylvania
$268K -$9.46K -107 -4%
80 81
82
83 84