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ExxonMobil

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
1976
Advisors Management Group
Wisconsin
$742K +$56.1K +811 +8%
GFP
1977
Gryphon Financial Partners
Ohio
$740K -$197K -2,852 -21%
FNBSF
1978
First National Bank Sioux Falls
South Dakota
$736K +$63.5K +919 +10%
FCA
1979
FLC Capital Advisors
California
$735K -$105K -1,516 -13%
RIM
1980
Regent Investment Management
Kentucky
$735K +$13.8K +200 +2%
MCMT
1981
Moon Capital Management (Tennessee)
Tennessee
$732K -$34.6K -500 -5%
PAM
1982
Premier Asset Management
Illinois
$732K -$1.34M -19,334 -65%
CRCM
1983
Corbett Road Capital Management
Virginia
$732K +$726K +10,495 New
LFA
1984
Legacy Financial Advisors
Kentucky
$730K -$19.2K -277 -3%
PFA
1985
Pathway Financial Advisors
Vermont
$730K +$747K +10,796 New
BI
1986
Ballast Inc
Kentucky
$729K +$26.7K +386 +4%
SFG
1987
StrategIQ Financial Group
Indiana
$729K +$48.5K +702 +7%
MAM
1988
Marotta Asset Management
Virginia
$728K +$829K +11,984 New
PCMC
1989
Private Capital Management (Colorado)
Colorado
$725K – – –
RZH
1990
Relyea Zuckerberg Hanson
Connecticut
$724K +$718K +10,376 New
PAS
1991
Professional Advisory Services
Florida
$723K – – –
PB
1992
Pinnacle Bancorp
Nebraska
$722K – – –
BCA
1993
Bray Capital Advisors
Florida
$721K -$1.2M -17,394 -63%
OBGC
1994
O'Brien Greene & Co
Pennsylvania
$721K -$84.4K -1,220 -11%
BCA
1995
Bay Colony Advisors
Massachusetts
$721K -$18K -261 -2%
FBA
1996
Front Barnett Associates
Illinois
$721K – – –
WDL
1997
Well Done LLC
Michigan
$717K -$132K -1,915 -16%
SWM
1998
Sugarloaf Wealth Management
Georgia
$716K +$709K +10,254 New
MAM
1999
Mastrapasqua Asset Management
Tennessee
$715K -$5.19K -75 -0.7%
RCM
2000
RB Capital Management
Nevada
$714K -$196K -2,831 -29%