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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RHP
1976
Royal Harbor Partners
Texas
$523K +$104K +1,987 +27%
FFA
1977
Freedman Financial Associates
Massachusetts
$522K -$16.7K -318 -3%
FCFC
1978
First Commonwealth Financial Corp
Pennsylvania
$521K -$5.29K -101 -1%
AWM
1979
Absher Wealth Management
North Carolina
$520K -$15.7K -300 -3%
HWM
1980
Hohimer Wealth Management
Washington
$518K -$19.6K -373 -4%
RH
1981
RFG Holdings
Texas
$517K +$35.2K +671 +8%
BOTW
1982
Bank of the West
California
$516K -$22.3K -425 -4%
FAT
1983
First American Trust
California
$516K +$159K +3,033 +49%
LOPW
1984
Live Oak Private Wealth
North Carolina
$515K -$231K -4,403 -32%
EOCM
1985
Energy Opportunities Capital Management
Texas
$515K +$483K +9,220 New
PCTC
1986
Perkins Coie Trust Company
Washington
$512K -$1.47K -28 -0.3%
SMA
1987
Sage Mountain Advisors
Georgia
$511K +$222K +4,228 +86%
EFG
1988
Everhart Financial Group
Ohio
$509K -$71.4K -1,361 -13%
TCM
1989
Telos Capital Management
California
$508K +$15.2K +289 +3%
MGWM
1990
Marks Group Wealth Management
Minnesota
$507K +$65K +1,240 +16%
AFM
1991
Andesa Financial Management
Pennsylvania
$507K +$476K +9,088 New
LWA
1992
Lenox Wealth Advisors
New York
$504K +$24.1K +460 +5%
LK
1993
Lumbard & Kellner
New Hampshire
$503K – – –
NA
1994
Navellier & Associates
Nevada
$502K -$14K -267 -3%
TAM
1995
Trillium Asset Management
Massachusetts
$502K +$471K +8,992 New
SCA
1996
STALEY CAPITAL ADVISERS
Pennsylvania
$501K -$76.7K -1,463 -14%
IFWM
1997
Institute for Wealth Management
Colorado
$501K -$75.5K -1,441 -14%
IC
1998
Intersect Capital
California
$501K +$29.7K +567 +7%
AL
1999
Aspiriant LLC
California
$500K -$20.3K -388 -4%
PCM
2000
Prelude Capital Management
New York
$499K -$1.84M -35,171 -80%
78 79
80
81 82