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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
2026
Your Advocates Ltd
Texas
$1.33M +$122K +1,143 +10%
PWM
2027
Prosperity Wealth Management
California
$1.33M +$1.29M +12,082 New
REMPR
2028
Roof Eidam Maycock Peralta (REMP)
California
$1.33M – – –
CJFS
2029
Coulter & Justus Financial Services
Tennessee
$1.33M -$23K -215 -2%
T
2030
TRUADVICE
Florida
$1.33M +$2.25K +21 +0.2%
PCMN
2031
Paradigm Capital Management (Nevada)
Nevada
$1.33M +$10.7K +100 +0.8%
RPSA
2032
Richard P. Slaughter Associates
Texas
$1.33M +$518K +4,832 +67%
CAC
2033
Certified Advisory Corp
Florida
$1.32M +$70.4K +657 +6%
PSCM
2034
P&S Credit Management
New York
$1.32M +$1.29M +12,000 New
RFA
2035
RTD Financial Advisors
Pennsylvania
$1.32M +$127K +1,186 +11%
FH
2036
FWG Holdings
Florida
$1.32M -$6.54K -61 -0.5%
KIG
2037
Kowal Investment Group
Wisconsin
$1.32M -$3.86K -36 -0.3%
MWPCG
2038
Measured Wealth Private Client Group
New Hampshire
$1.32M +$22.6K +211 +2%
EOCM
2039
Energy Opportunities Capital Management
Texas
$1.32M -$41.3K -385 -3%
PWP
2040
Private Wealth Partners
California
$1.32M +$35.8K +334 +3%
AOG
2041
Alpha Omega Group
Virginia
$1.32M – – –
ASBI
2042
American State Bank (Iowa)
Iowa
$1.32M -$15K -140 -1%
SCP
2043
Shorepoint Capital Partners
Massachusetts
$1.31M +$1.28M +11,921 New
RIA
2044
Richwood Investment Advisors
Ohio
$1.31M +$107 +1 +0%
SMWM
2045
Silvia McColl Wealth Management
California
$1.31M +$1.28M +11,913 New
NIM
2046
Nexus Investment Management
Ontario, Canada
$1.31M +$163K +1,523 +15%
FHC
2047
First Heartland Consultants
Missouri
$1.3M -$95.5K -891 -7%
TWM
2048
Thrive Wealth Management
Pennsylvania
$1.3M +$215K +2,005 +20%
ATWA
2049
Arbor Trust Wealth Advisors
Michigan
$1.3M +$305K +2,843 +32%
BIC
2050
Beach Investment Counsel
Pennsylvania
$1.3M – – –
80 81
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