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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2026
Intercontinental Wealth Advisors
Texas
$478K +$19.3K +368 +4%
APC
2027
Asset Planning Corporation
Tennessee
$475K -$3.88K -74 -0.9%
ACM
2028
Ategra Capital Management
Virginia
$475K +$446K +8,504 New
ACM
2029
Adalta Capital Management
New York
$474K +$37.2K +710 +9%
CBFP
2030
Cedar Brook Financial Partners
Ohio
$473K -$27.3K -520 -6%
AAM
2031
Autus Asset Management
Arizona
$472K -$25.9K -494 -6%
RB
2032
Renasant Bank
Mississippi
$472K +$25.1K +479 +6%
PCMC
2033
Private Capital Management (Colorado)
Colorado
$471K +$4.77K +91 +1%
SLA
2034
Silver Lake Advisory
Utah
$469K -$8.55K -163 -2%
BONST
2035
Bank of Nova Scotia Trust
Ontario, Canada
$468K -$210 -4 -0%
GG
2036
Greenwood Gearhart
Arkansas
$466K +$6.13K +117 +1%
VFP
2037
Verus Financial Partners
Virginia
$465K -$30.1K -575 -7%
GCM
2038
Gables Capital Management
Florida
$464K – – –
FNC
2039
First National Corp
Massachusetts
$464K +$734 +14 +0.2%
QIM
2040
Quest Investment Management
Oregon
$463K – – –
WRM
2041
Weybosset Research & Management
Rhode Island
$462K -$26.2K -500 -6%
FSWA
2042
Financial Synergies Wealth Advisors
Texas
$461K +$52.8K +1,007 +14%
WA1
2043
Wimmer Associates 1
California
$461K -$202K -3,851 -32%
SSW
2044
Smith Shellnut Wilson
Mississippi
$461K +$1.57K +30 +0.4%
TCM
2045
Tributary Capital Management
Nebraska
$458K -$13.1K -250 -3%
ACWM
2046
Adams Chetwood Wealth Management
North Carolina
$456K -$11K -210 -3%
GM
2047
GeoWealth Management
Illinois
$456K +$428K +8,164 New
GAAM
2048
Guinness Atkinson Asset Management
California
$455K -$62.9K -1,200 -13%
GC
2049
Grace Capital
Massachusetts
$455K – – –
PAS
2050
Professional Advisory Services
Florida
$455K – – –
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