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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
1976
Penn Davis McFarland
Texas
$204K -$569K -6,614 -73%
FIM
1977
Friedberg Investment Management
Texas
$204K – – –
AIM
1978
Assured Investment Management
New York
$203K -$589K -6,848 -74%
NCM
1979
Neumann Capital Management
California
$202K -$144K -1,679 -41%
PCMI
1980
Princeton Capital Management Inc
New Jersey
$202K – – –
PA
1981
Planning Alternatives
Michigan
$201K -$860 -10 -0.4%
CAM
1982
CMT Asset Management
Illinois
$201K +$207K +2,412 New
TBC
1983
Tweedy, Browne Co
Connecticut
$197K – – –
CCS
1984
Crosspoint Capital Strategies
California
$190K +$29.4K +342 +18%
LWA
1985
Lenox Wealth Advisors
New York
$188K -$103K -1,203 -35%
SA
1986
SRH Advisors
Kansas
$188K +$43K +500 +28%
WA
1987
Winfield Associates
Ohio
$187K – – –
LWM
1988
Lenox Wealth Management
Ohio
$174K +$6.1K +71 +4%
SIG
1989
Stanford Investment Group
California
$169K – – –
NC
1990
NewSquare Capital
Pennsylvania
$168K -$21.5K -250 -11%
LOCC
1991
Lombard Odier & Cie (Canada)
Quebec, Canada
$166K -$103K -1,200 -38%
AA
1992
AlphaMark Advisors
Kentucky
$158K +$12.9K +150 +9%
CGH
1993
Cleary Gull Holdings
Wisconsin
$155K +$160K +1,866 New
PFG
1994
Piershale Financial Group
Illinois
$150K +$42.7K +497 +38%
AWM
1995
Avior Wealth Management
Nebraska
$146K -$5.76K -67 -4%
HW
1996
Hedeker Wealth
Illinois
$143K +$148K +1,727 New
NEAM
1997
New England Asset Management
Connecticut
$137K -$662K -7,700 -82%
CAL
1998
Capital Analysts LLC
Pennsylvania
$135K -$2.13M -24,756 -94%
RBC
1999
Roble Belko & Company
Pennsylvania
$134K -$23.5K -273 -14%
EMA
2000
Efficient Market Advisors
California
$133K – – –
78 79
80
81 82