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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
2026
Guinness Atkinson Asset Management
California
$924K +$182K +2,336 +26%
LWP
2027
Lumature Wealth Partners
Georgia
$924K +$309K +3,981 +55%
VFP
2028
Verus Financial Partners
Virginia
$921K +$90.4K +1,163 +12%
CCIA
2029
Campbell & Co Investment Adviser
Maryland
$920K -$509K -6,550 -37%
MWM
2030
Madison Wealth Management
Ohio
$920K +$13.5K +174 +2%
MC
2031
Machina Capital
France
$919K -$62.1K -799 -7%
OIA
2032
Optimum Investment Advisors
Illinois
$918K -$22K -283 -2%
BMM
2033
Berkshire Money Management
Massachusetts
$917K +$3.73K +48 +0.4%
NCM
2034
Novare Capital Management
North Carolina
$916K -$138K -1,780 -14%
SAM
2035
Sequent Asset Management
Texas
$914K +$233 +3 +0%
PWAG
2036
Polaris Wealth Advisory Group
California
$914K +$303K +3,904 +57%
HTI
2037
Hikari Tsushin Inc
Japan
$913K – – –
WMS
2038
Wealth Management Solutions
Pennsylvania
$912K -$389 -5 -0%
APWA
2039
Atlas Private Wealth Advisors
New Jersey
$911K -$132K -1,694 -13%
WI
2040
WBI Investments
New Jersey
$910K -$5.62M -72,362 -87%
RC
2041
Roundview Capital
New Jersey
$910K -$4.35K -56 -0.5%
CS
2042
Cannell & Spears
New York
$909K -$34.9K -449 -4%
PAG
2043
Private Advisory Group
Washington
$909K +$855K +11,001 New
ED
2044
Exane Derivatives
France
$908K +$366K +4,710 +75%
SCI
2045
Stableford Capital II
Arizona
$908K -$287K -3,694 -26%
WOSD
2046
WFA of San Diego
California
$908K -$85.6K -1,101 -9%
MFP
2047
Michael F. Price
$908K – – –
SW
2048
SlateStone Wealth
Florida
$908K +$153K +1,965 +22%
WFC
2049
Western Financial Corp
California
$908K +$854K +10,990 New
WI
2050
WrapManager Inc
California
$902K -$6.53K -84 -0.8%
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