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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1976
Financial Advisors Network
California
$687K +$3.33K +43 +0.4%
CWM
1977
Centric Wealth Management
Illinois
$687K +$11.8K +153 +2%
MSFP
1978
Mark Sheptoff Financial Planning
Connecticut
$685K -$66.6K -860 -9%
NIC
1979
Northwest Investment Counselors
Oregon
$685K -$46.8K -605 -6%
MFS
1980
McNamara Financial Services
Massachusetts
$684K +$74.3K +960 +13%
LMAM
1981
Legg Mason Asset Management
Japan
$683K -$495K -6,399 -42%
ARMT
1982
Amica Retiree Medical Trust
Rhode Island
$683K – – –
KCM
1983
Kendall Capital Management
Maryland
$682K +$10.1K +130 +1%
PD
1984
Planning Directions
Pennsylvania
$681K -$253K -3,272 -27%
RBCM
1985
Raub Brock Capital Management
California
$681K – – –
SCP
1986
Sandhill Capital Partners
New York
$678K +$174K +2,247 +34%
AIA
1987
Angeles Investment Advisors
California
$675K +$245K +3,166 +56%
HWMG
1988
Hurlow Wealth Management Group
Indiana
$674K -$2.32K -30 -0.3%
LK
1989
Lumbard & Kellner
New Hampshire
$674K – – –
SIA
1990
Strategic Investment Advisors
Michigan
$674K +$19.9K +257 +3%
BWA
1991
BDO Wealth Advisors
Florida
$674K +$55.3K +714 +9%
TIA
1992
Tandem Investment Advisors
South Carolina
$672K +$2.86K +37 +0.4%
PCTC
1993
Perkins Coie Trust Company
Washington
$671K -$36.5K -472 -5%
WA
1994
Wealthstar Advisors
Texas
$671K +$697 +9 +0.1%
DK
1995
Darrell & King
Virginia
$670K +$81.7K +1,056 +14%
CSM
1996
CAMG Solamere Management
North Carolina
$668K – – –
HCM
1997
Hilton Capital Management
New York
$667K -$9.49M -122,614 -93%
RCA
1998
Rowland Carmichael Advisors
Arizona
$667K -$4.88K -63 -0.7%
CW
1999
CreativeOne Wealth
Kansas
$667K +$112K +1,444 +20%
AC
2000
Addison Capital
Pennsylvania
$665K +$272K +3,520 +68%
78 79
80
81 82