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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ABP
1976
Arthur B. Page
$663K -$202K -2,580 -21%
BFG
1977
Barber Financial Group
Kansas
$660K -$114K -1,449 -13%
OSNBOA
1978
Old Second National Bank of Aurora
Illinois
$660K – – –
LMIM
1979
Lockheed Martin Investment Management
Maryland
$658K -$1.01M -12,850 -57%
GAG
1980
GM Advisory Group
New York
$658K -$252K -3,212 -25%
AIC
1981
Aurora Investment Counsel
Georgia
$658K +$757K +9,650 New
MFW
1982
Mosaic Family Wealth
Missouri
$656K +$56.6K +721 +8%
CPO
1983
Cerity Partners OCIO
New York
$655K -$123K -1,565 -14%
ZF
1984
Zhang Financial
Michigan
$655K +$10.4K +133 +1%
AMG
1985
Advisors Management Group
Wisconsin
$652K +$5.41K +69 +0.7%
AWP
1986
Ascent Wealth Partners
New York
$651K -$74.7K -952 -9%
MFS
1987
McNamara Financial Services
Massachusetts
$651K – – –
KCM
1988
Kendall Capital Management
Maryland
$648K -$68.3K -870 -8%
CWM
1989
Centric Wealth Management
Illinois
$648K +$746K +9,510 New
DLG
1990
Daniel L. Goodwin
$647K – – –
WIA
1991
World Investment Advisors
California
$643K +$677K +8,633 New
CFA
1992
Cahill Financial Advisors
Minnesota
$642K +$84.3K +1,074 +13%
MWP
1993
Moller Wealth Partners
$639K +$239K +3,040 +52%
RCM
1994
RNC Capital Management
California
$638K -$97.3K -1,240 -12%
CGL
1995
Clarius Group LLC
Washington
$637K +$199K +2,541 +37%
TAIM
1996
TD Ameritrade Investment Management
Nebraska
$637K +$232K +2,955 +46%
PG
1997
Proffitt & Goodson
Tennessee
$636K -$18.3K -233 -2%
NIM
1998
Nexus Investment Management
Ontario, Canada
$636K – – –
RAM
1999
Roanoke Asset Management
New Jersey
$636K – – –
WMC
2000
Westwood Management Corporation
Illinois
$635K – – –
78 79
80
81 82