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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2026
Auxano Advisors
Washington
$1.79M +$40.4K +350 +2%
PIM
2027
Provident Investment Management
Michigan
$1.79M – – –
MCWS
2028
McKinley Carter Wealth Services
West Virginia
$1.78M -$16.6K -144 -0.9%
MCM
2029
Maple Capital Management
Vermont
$1.78M +$19.7K +171 +1%
LWM
2030
LJI Wealth Management
Indiana
$1.78M +$5.66K +49 +0.3%
TLP
2031
Trinity Legacy Partners
Texas
$1.77M +$191K +1,656 +13%
HNW
2032
High Note Wealth
Minnesota
$1.77M -$4.62K -40 -0.3%
CCAM
2033
Cascades Capital Asset Management
North Carolina
$1.77M +$1.74M +15,084 New
KAS
2034
KPP Advisory Services
Kentucky
$1.76M +$5.66K +49 +0.3%
IWS
2035
Insight Wealth Strategies
California
$1.76M -$29.2K -253 -2%
LA
2036
Lakeside Advisors
Washington
$1.76M +$346 +3 +0%
SM
2037
Southport Management
Wyoming
$1.76M +$866K +7,500 +100%
DBRC
2038
D.B. Root & Company
Pennsylvania
$1.76M -$286K -2,478 -14%
FIB
2039
First Interstate Bank
Montana
$1.75M -$18.7K -162 -1%
PGAM
2040
Princeton Global Asset Management
New Jersey
$1.75M +$91K +788 +6%
CFFP
2041
Center for Financial Planning
Michigan
$1.74M -$96.4K -835 -5%
DCM
2042
Driehaus Capital Management
Illinois
$1.74M -$174K -1,509 -9%
JCFM
2043
JBR Co Financial Management
Oklahoma
$1.74M -$4.39K -38 -0.3%
MWM
2044
Melfa Wealth Management
Massachusetts
$1.74M -$808 -7 -0%
HPG
2045
Harvest Portfolios Group
Ontario, Canada
$1.73M +$180K +1,558 +12%
PTCG
2046
Pring Turner Capital Group
California
$1.73M – – –
VC
2047
Vicus Capital
Pennsylvania
$1.73M -$345K -2,986 -17%
DDC
2048
DF Dent & Co
Maryland
$1.72M +$167K +1,443 +11%
DIM
2049
Delta Investment Management
California
$1.72M -$7.5K -65 -0.4%
AR
2050
Apeiron RIA
Texas
$1.72M – – –
80 81
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