We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
1976
Rock Point Advisors
Vermont
$679K -$88.8K -1,074 -12%
DWM
1977
Dakota Wealth Management
Florida
$679K -$9.68K -117 -1%
CCIA
1978
Campbell & Co Investment Adviser
Maryland
$679K +$671K +8,119 New
LG
1979
LaFleur & Godfrey
Michigan
$676K – – –
MVA
1980
Mount Vernon Associates
Maryland
$674K – – –
WTFG
1981
Wells Trecaso Financial Group
Ohio
$672K +$665K +8,039 New
SIM
1982
SSI Investment Management
California
$671K -$92.5K -1,119 -12%
BO
1983
BRR OpCo
Ohio
$669K -$48.5K -587 -7%
TAM
1984
Troy Asset Management
United Kingdom
$669K – – –
GFP
1985
Gryphon Financial Partners
Ohio
$669K +$662K +8,006 New
RW
1986
REDW Wealth
New Mexico
$664K -$39K -471 -6%
RCS
1987
Retirement Capital Strategies
California
$662K +$654K +7,909 New
GWCM
1988
Godshalk Welsh Capital Management
Pennsylvania
$661K – – –
MFWM
1989
Motley Fool Wealth Management
Virginia
$660K -$1.16K -14 -0.2%
MCM
1990
Marathon Capital Management
Maryland
$657K +$16.6K +201 +3%
CRWM
1991
Castle Rock Wealth Management
California
$657K +$650K +7,861 New
FFW
1992
Fusion Family Wealth
New York
$655K +$611K +7,385 +1,678%
GKIM
1993
GW&K Investment Management
Massachusetts
$654K -$652K -7,878 -50%
SCM
1994
Stordahl Capital Management
Colorado
$654K +$647K +7,817 New
PFM
1995
Probabilities Fund Management
New York
$653K +$710K +8,587 New
SSI
1996
Scott & Selber Inc
Texas
$652K -$57.9K -700 -8%
HFP
1997
Holistic Financial Partners
Indiana
$648K +$640K +7,744 New
W
1998
WealthShield
North Carolina
$634K +$620K +7,499 New
WP
1999
WealthShield Partners
North Carolina
$634K +$620K +7,499 New
NC
2000
Nicholas Company
Wisconsin
$633K – – –
78 79
80
81 82