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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BE
2026
Bonness Enterprises
District of Columbia
$1.42M – – –
APWM
2027
Atlas Private Wealth Management
New York
$1.42M +$315 +3 +0%
SFS
2028
Solitude Financial Services
Virginia
$1.42M +$132K +1,256 +10%
ACA
2029
Ackerman Capital Advisors
Texas
$1.41M – – –
EDRH
2030
Edmond de Rothschild Holding
Switzerland
$1.41M +$337K +3,210 +29%
SFP
2031
Sweet Financial Partners
Minnesota
$1.41M -$124K -1,184 -8%
HPG
2032
Harvest Portfolios Group
Ontario, Canada
$1.41M +$179K +1,703 +14%
NMM
2033
Naples Money Management
Florida
$1.41M +$1.48M +14,111 New
TA
2034
TrueWealth Advisors
Alabama
$1.41M -$35.5K -338 -2%
SFS
2035
Sharp Financial Services
Pennsylvania
$1.4M +$1.48M +14,051 New
KF
2036
Krilogy Financial
Missouri
$1.4M +$364K +3,466 +33%
WW
2037
Waterfront Wealth
Kansas
$1.4M -$11.6K -110 -0.8%
LAM
2038
LifePro Asset Management
California
$1.4M +$29.4K +280 +2%
SWA
2039
Sax Wealth Advisors
New Jersey
$1.4M -$297K -2,825 -17%
PWP
2040
Private Wealth Partners
California
$1.4M +$160K +1,525 +12%
LCOV
2041
London Company of Virginia
Virginia
$1.4M -$158K -1,500 -10%
AWA
2042
Aaron Wealth Advisors
Illinois
$1.4M -$120K -1,143 -8%
SEIA
2043
Signature Estate & Investment Advisors
California
$1.4M +$44.8K +426 +3%
ONSWM
2044
Old North State Wealth Management
North Carolina
$1.39M +$420 +4 +0%
BFPW
2045
BOK Financial Private Wealth
Colorado
$1.39M +$114K +1,085 +8%
WA
2046
Wealth Architects
California
$1.39M +$15.3K +146 +1%
WIM
2047
WealthPlan Investment Management
Nebraska
$1.39M +$105 +1 +0%
SWIM
2048
Smallwood Wealth Investment Management
New Jersey
$1.39M +$14.3K +136 +1%
IWS
2049
Insight Wealth Strategies
California
$1.38M +$5.36K +51 +0.4%
CIA
2050
Compass Ion Advisors
Pennsylvania
$1.38M +$18.5K +176 +1%
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82
83 84