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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
2026
King Wealth Management Group
Florida
$500K +$131K +2,302 +37%
PA
2027
Probity Advisors
Texas
$500K +$239K +4,193 +97%
NPPM
2028
North Point Portfolio Managers
Ohio
$498K +$17.8K +313 +4%
RWA
2029
Redhawk Wealth Advisors
Minnesota
$494K -$27K -474 -5%
BOTW
2030
Bank of the West
California
$492K -$4.84K -85 -1%
SM
2031
Sciencast Management
New Jersey
$492K +$462K +8,114 New
DWM
2032
Dorchester Wealth Management
Quebec, Canada
$491K -$2.85K -50 -0.6%
SNB
2033
Security National Bank
Nebraska
$491K +$96.7K +1,696 +26%
GC
2034
Grace Capital
Massachusetts
$489K +$37K +650 +9%
C
2035
Certuity
Florida
$489K +$177K +3,107 +60%
FNC
2036
First National Corp
Massachusetts
$488K -$168K -2,947 -26%
QIM
2037
Quest Investment Management
Oregon
$488K – – –
PAS
2038
Professional Advisory Services
Florida
$488K +$8.55K +150 +2%
I
2039
INVST
Indiana
$487K +$42.3K +743 +10%
PCP
2040
Proficio Capital Partners
Massachusetts
$484K -$49.1K -861 -9%
ACM
2041
Adalta Capital Management
New York
$484K -$15.7K -275 -3%
KIG
2042
Kowal Investment Group
Wisconsin
$480K +$117K +2,049 +34%
APC
2043
Asset Planning Corporation
Tennessee
$479K -$12.6K -221 -3%
ACWM
2044
Adams Chetwood Wealth Management
North Carolina
$479K +$57 +1 +0%
WAM
2045
Winslow Asset Management
Ohio
$477K – – –
ACM
2046
Ategra Capital Management
Virginia
$477K – – –
MF
2047
Manchester Financial
California
$476K +$261K +4,587 +131%
BWM
2048
BT Wealth Management
Georgia
$475K – – –
PIA
2049
Perennial Investment Advisors
California
$475K +$16.2K +284 +4%
ZF
2050
Zhang Financial
Michigan
$475K +$22.5K +394 +5%