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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1976
Spectrum Management Group
Indiana
$148K +$153K +1,987 New
EMA
1977
Efficient Market Advisors
California
$141K +$23.1K +300 +19%
TDC
1978
Thompson Davis & Co
Virginia
$122K -$128K -1,664 -50%
CIM
1979
Contravisory Investment Management
Massachusetts
$120K -$7.04M -91,385 -98%
NCMG
1980
NCM Capital Management Group
North Carolina
$117K – – –
DA
1981
Dunvegan Associates
California
$113K – – –
WA
1982
WealthTrust-Arizona
Arizona
$109K – – –
RS
1983
Robeco Schweiz
Switzerland
$101K +$106K +1,380 New
PFG
1984
Piershale Financial Group
Illinois
$97K -$38.4K -499 -28%
MUS
1985
Mitsubishi UFJ Securities
Japan
$97K -$3.85K -50 -4%
RBC
1986
Roble Belko & Company
Pennsylvania
$87K -$34.1K -443 -27%
AIC
1987
Ayalon Insurance Company
Israel
$86K – – –
WCMN
1988
Westchester Capital Management (Nebraska)
Nebraska
$86K – – –
JAM
1989
JCIC Asset Management
Ontario, Canada
$75K – – –
FNYS
1990
First New York Securities
New York
$74.3K +$77.1K +1,000 New
FIG
1991
Fusion Investment Group
Pennsylvania
$63K -$25.9K -336 -28%
SFM
1992
Systematic Financial Management
New Jersey
$59K – – –
SSG
1993
Summit Securities Group
New York
$59K +$61.6K +800 New
LIM
1994
Lagoda Investment Management
New York
$53K – – –
BCFS
1995
Butensky & Cohen Financial Security
Florida
$51K +$12.3K +160 +30%
CFA
1996
Camarda Financial Advisors
Florida
$50K – – –
OSAM
1997
O'Shaughnessy Asset Management
Connecticut
$48K -$218K -2,834 -81%
CGH
1998
Cleary Gull Holdings
Wisconsin
$45K -$97.5K -1,266 -68%
CFS
1999
Commonwealth Financial Services
West Virginia
$42K -$17.6K -229 -29%
MAS
2000
Madden Advisory Services
Florida
$37K – – –
78 79
80
81 82