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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1976
Inspirion Wealth Advisors
Illinois
$622K +$9.16K +112 +2%
MVA
1977
Mount Vernon Associates
Maryland
$622K +$9.57K +117 +2%
EIG
1978
Ellenbecker Investment Group
Wisconsin
$619K -$35.5K -434 -6%
WP
1979
WealthShield Partners
North Carolina
$619K -$4.09K -50 -0.7%
SCM
1980
Stordahl Capital Management
Colorado
$618K -$16.4K -200 -3%
SSW
1981
Smith Shellnut Wilson
Mississippi
$616K +$593K +7,250 New
ACM
1982
Argent Capital Management
Missouri
$614K – – –
SA
1983
Sicart Associates
New York
$612K – – –
LSAG
1984
Lake Street Advisors Group
New Hampshire
$611K -$277K -3,392 -32%
MAS
1985
Managed Account Services
Florida
$611K +$610K +7,464 New
IWA
1986
Intercontinental Wealth Advisors
Texas
$610K +$41.3K +505 +8%
RAM
1987
Redmond Asset Management
Virginia
$608K -$60.9K -745 -9%
CCMW
1988
Cypress Capital Management (Wyoming)
Wyoming
$606K – – –
MAA
1989
Mraz Amerine & Associates
California
$606K – – –
WCM
1990
Weatherstone Capital Management
Colorado
$605K +$52.6K +643 +10%
PWPS
1991
Pinnacle Wealth Planning Services
Ohio
$603K -$98.4K -1,203 -15%
AIM
1992
Arcadia Investment Management
Michigan
$599K -$36.5K -447 -6%
STA
1993
Summit Trail Advisors
New York
$599K +$464K +5,673 +412%
KJWM
1994
Kiley Juergens Wealth Management
Washington
$598K +$69.3K +848 +14%
VCP
1995
Vista Capital Partners
Oregon
$598K +$221K +2,705 +62%
LWA
1996
Lenox Wealth Advisors
New York
$593K -$12K -147 -2%
MWM
1997
Mascoma Wealth Management
New Hampshire
$593K -$1.64K -20 -0.3%
BCM
1998
Brookmont Capital Management
Texas
$592K -$57.2K -700 -9%
FLA
1999
Financial Life Advisors
Texas
$592K – – –
BIA
2000
Biondo Investment Advisors
Pennsylvania
$592K +$2.04K +25 +0.4%
78 79
80
81 82