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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1951
Visionary Asset Management
Texas
$208K +$215K +2,794 New
WCA
1952
Westover Capital Advisors
Delaware
$207K – – –
PIM
1953
Progressive Investment Management
Oregon
$205K – – –
AC
1954
Avenir Corporation
Virginia
$204K – – –
PA
1955
Parkside Advisors
California
$202K -$30.8K -400 -13%
PCTC
1956
Perkins Coie Trust Company
Washington
$202K -$6.7K -87 -3%
TCM
1957
Tradewinds Capital Management
Washington
$202K +$3.93K +51 +2%
USGIU
1958
U.S. Global Investors (USGI)
Texas
$201K – – –
PFO
1959
Pathstone Family Office
New Jersey
$201K +$385 +5 +0.2%
SIAM
1960
Sterling Investment Advisors (Missouri)
Missouri
$201K +$208K +2,703 New
BCMIO
1961
Beacon Capital Management Inc (Ohio)
Ohio
$200K -$7.24K -94 -3%
VIM
1962
Veritas Investment Management
United Kingdom
$196K – – –
CFN
1963
Cordasco Financial Network
Florida
$193K – – –
SA
1964
SRH Advisors
Kansas
$190K +$23.1K +300 +13%
RCWMU
1965
Rothschild & Co Wealth Management (UK)
United Kingdom
$187K -$693K -8,994 -78%
NHFG
1966
New Harbor Financial Group
Massachusetts
$185K -$174K -2,256 -47%
WA
1967
Winfield Associates
Ohio
$181K +$14.4K +187 +8%
TSU
1968
TD Securities (USA)
New York
$177K -$130M -1,690,946 -100%
JG
1969
Jefferies Group
New York
$172K -$714K -9,262 -80%
AIA
1970
AGF Investments America
Ontario, Canada
$164K -$105K -1,357 -38%
LWM
1971
Lenox Wealth Management
Ohio
$157K +$925 +12 +0.6%
SIG
1972
Stanford Investment Group
California
$151K – – –
NC
1973
NewSquare Capital
Pennsylvania
$150K – – –
LOCC
1974
Lombard Odier & Cie (Canada)
Quebec, Canada
$149K – – –
AAM
1975
American Asset Management
Florida
$149K +$154K +2,000 New
77 78
79
80 81