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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
1976
Bishop & Co Investment Management
Pennsylvania
$261K – – –
DK
1977
Darrell & King
Virginia
$261K – – –
RAM
1978
Roanoke Asset Management
New Jersey
$260K – – –
GSIS
1979
Global Strategic Investment Solutions
Arizona
$260K +$17K +417 +6%
DSN
1980
D. Scott Neal
Kentucky
$259K -$22.5K -550 -7%
SSW
1981
Smith Shellnut Wilson
Mississippi
$259K -$3.6K -88 -1%
NFSG
1982
Newbridge Financial Services Group
Florida
$259K +$308K +7,538 New
MAS
1983
Managed Account Services
Florida
$258K +$1.1K +27 +0.4%
ZCA
1984
Zeke Capital Advisors
Pennsylvania
$258K +$4.82K +118 +2%
PCMK
1985
Paragon Capital Management (Kansas)
Kansas
$258K +$6.62K +162 +2%
5L
1986
55I LLC
Massachusetts
$258K +$76.5K +1,872 +33%
TCM
1987
Tradewinds Capital Management
Washington
$258K +$91.2K +2,230 +42%
AFS
1988
Axiom Financial Strategies
Indiana
$257K -$11.1K -271 -3%
PA
1989
PSI Advisors
Florida
$257K -$1.84K -45 -0.6%
AWA
1990
Arkadios Wealth Advisors
Georgia
$257K +$4.21K +103 +1%
TSA
1991
Tri-Star Advisors
Texas
$256K -$40.7K -995 -12%
FSWA
1992
Financial Synergies Wealth Advisors
Texas
$255K +$777 +19 +0.3%
IC
1993
IEQ Capital
California
$255K -$262K -6,413 -46%
SAM
1994
Security Asset Management
New York
$255K -$218K -5,329 -42%
SFA
1995
Stewardship Financial Advisors
Georgia
$255K -$54.1K -1,323 -15%
SIAP
1996
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$255K -$50.4K -1,232 -14%
ARG
1997
Advisory Resource Group
Oklahoma
$255K -$4.91K -120 -2%
RHP
1998
Royal Harbor Partners
Texas
$254K -$284K -6,942 -48%
HHGA
1999
Halbert Hargrove Global Advisors
California
$254K -$43.9K -1,074 -13%
MCWS
2000
McKinley Carter Wealth Services
West Virginia
$253K -$87.6K -2,143 -22%
78 79
80
81 82