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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2026
Smith Shellnut Wilson
Mississippi
$536K +$14K +234 +3%
BOTW
2027
Bank of the West
California
$534K -$46.6K -781 -8%
AAM
2028
Autus Asset Management
Arizona
$532K +$60 +1 +0%
DWM
2029
Dorchester Wealth Management
Quebec, Canada
$530K +$28.4K +475 +6%
APC
2030
Asset Planning Corporation
Tennessee
$528K -$9.13K -153 -2%
GWAM
2031
Guardian Wealth Advisors (Minnesota)
Minnesota
$526K +$39.6K +663 +9%
QIM
2032
Quest Investment Management
Oregon
$524K – – –
NWM
2033
Northwest Wealth Management
Iowa
$522K +$138K +2,311 +39%
IWA
2034
Intercontinental Wealth Advisors
Texas
$521K -$18.6K -311 -4%
ACWM
2035
Adams Chetwood Wealth Management
North Carolina
$514K -$1.79K -30 -0.4%
PAS
2036
Professional Advisory Services
Florida
$514K – – –
NPPM
2037
North Point Portfolio Managers
Ohio
$514K +$5.67K +95 +1%
CAL
2038
Capital Analysts LLC
Pennsylvania
$512K -$34K -569 -7%
WAM
2039
Winslow Asset Management
Ohio
$512K – – –
LFG
2040
Larson Financial Group
Missouri
$512K +$145K +2,435 +43%
ACM
2041
Ategra Capital Management
Virginia
$511K -$23.8K -399 -5%
CAM
2042
Cozad Asset Management
Illinois
$511K -$227K -3,810 -32%
BWM
2043
BT Wealth Management
Georgia
$509K – – –
MWM
2044
MBE Wealth Management
Wisconsin
$509K +$33.1K +554 +7%
BFG
2045
Baron Financial Group
New Jersey
$508K – – –
IFWM
2046
Institute for Wealth Management
Colorado
$507K -$56.4K -945 -11%
SMF
2047
Sterling Manor Financial
New York
$506K -$49.3K -825 -9%
EW
2048
Element Wealth
Mississippi
$506K +$122K +2,044 +34%
CA
2049
Cambridge Advisors
Nebraska
$505K -$7.76K -130 -2%
CAM
2050
Cidel Asset Management
Ontario, Canada
$505K – – –
80 81
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