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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
2026
Bank of the West
California
$534K -$46.6K -781 -8%
AAM
2027
Autus Asset Management
Arizona
$532K +$60 +1 +0%
DWM
2028
Dorchester Wealth Management
Quebec, Canada
$530K +$28.4K +475 +6%
APC
2029
Asset Planning Corporation
Tennessee
$528K -$9.13K -153 -2%
GWAM
2030
Guardian Wealth Advisors (Minnesota)
Minnesota
$526K +$39.6K +663 +9%
QIM
2031
Quest Investment Management
Oregon
$524K – – –
NWM
2032
Northwest Wealth Management
Iowa
$522K +$138K +2,311 +39%
IWA
2033
Intercontinental Wealth Advisors
Texas
$521K -$18.6K -311 -4%
ACWM
2034
Adams Chetwood Wealth Management
North Carolina
$514K -$1.79K -30 -0.4%
PAS
2035
Professional Advisory Services
Florida
$514K – – –
NPPM
2036
North Point Portfolio Managers
Ohio
$514K +$5.67K +95 +1%
CAL
2037
Capital Analysts LLC
Pennsylvania
$512K -$34K -569 -7%
WAM
2038
Winslow Asset Management
Ohio
$512K – – –
LFG
2039
Larson Financial Group
Missouri
$512K +$145K +2,435 +43%
ACM
2040
Ategra Capital Management
Virginia
$511K -$23.8K -399 -5%
CAM
2041
Cozad Asset Management
Illinois
$511K -$227K -3,810 -32%
BWM
2042
BT Wealth Management
Georgia
$509K – – –
MWM
2043
MBE Wealth Management
Wisconsin
$509K +$33.1K +554 +7%
BFG
2044
Baron Financial Group
New Jersey
$508K – – –
IFWM
2045
Institute for Wealth Management
Colorado
$507K -$56.4K -945 -11%
SMF
2046
Sterling Manor Financial
New York
$506K -$49.3K -825 -9%
EW
2047
Element Wealth
Mississippi
$506K +$122K +2,044 +34%
CA
2048
Cambridge Advisors
Nebraska
$505K -$7.76K -130 -2%
CAM
2049
Cidel Asset Management
Ontario, Canada
$505K – – –
FWM
2050
FSA Wealth Management
Massachusetts
$505K – – –
80 81
82
83 84