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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2026
Planning Directions
Pennsylvania
$571K -$58.4K -807 -9%
JLBC
2027
J.L. Bainbridge & Co
Florida
$570K -$38.3K -529 -6%
SC
2028
Sepio Capital
Utah
$570K +$92.6K +1,281 +18%
PP
2029
Pegasus Partners
Wisconsin
$568K -$844K -11,676 -59%
DI
2030
DAGCO Inc
Ohio
$565K -$44.3K -613 -7%
TAM
2031
Troy Asset Management
United Kingdom
$565K – – –
HWMG
2032
Hurlow Wealth Management Group
Indiana
$559K -$57.9K -801 -9%
SW
2033
SlateStone Wealth
Florida
$559K +$53.1K +734 +10%
CFSG
2034
Community Financial Services Group
Vermont
$558K -$18.7K -259 -3%
CA
2035
Cambridge Advisors
Nebraska
$558K +$506 +7 +0.1%
CFA
2036
Capstone Financial Advisors
Illinois
$558K +$287K +3,975 +101%
CSM
2037
CAMG Solamere Management
North Carolina
$556K -$59.3K -820 -9%
MIM
2038
Moseley Investment Management
Florida
$555K -$215K -2,977 -27%
WTFG
2039
Wells Trecaso Financial Group
Ohio
$554K – – –
KF
2040
Krilogy Financial
Missouri
$554K +$19.5K +269 +4%
HC
2041
HNP Capital
New York
$553K – – –
CM
2042
Columbus Macro
Pennsylvania
$548K -$107K -1,481 -16%
LCAM
2043
London & Capital Asset Management
United Kingdom
$548K -$37.2K -515 -6%
NFG
2044
Nations Financial Group
Iowa
$546K +$166K +2,293 +40%
HI
2045
Hendershot Investments
Virginia
$543K -$28.9K -400 -5%
MCP
2046
Mirador Capital Partners
California
$540K +$56.6K +783 +11%
LB
2047
Legacy Bridge
Iowa
$537K -$10.5K -145 -2%
CPA
2048
Clear Perspective Advisors
Illinois
$536K -$37.2K -515 -6%
ARMT
2049
Amica Retiree Medical Trust
Rhode Island
$534K -$97.5K -1,349 -15%
PAA
2050
Peregrine Asset Advisers
Oregon
$530K -$44.8K -620 -8%
80 81
82
83 84