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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1976
Cooke & Bieler
Pennsylvania
$587K -$515K -8,630 -48%
GCP
1977
GSA Capital Partners
United Kingdom
$587K -$427K -7,154 -43%
LHC
1978
Little House Capital
Massachusetts
$586K -$1.4M -23,448 -72%
HWM
1979
Hohimer Wealth Management
Washington
$585K – – –
BWP
1980
BSW Wealth Partners
Colorado
$583K -$71.6K -1,199 -11%
FAT
1981
First American Trust
California
$583K – – –
WIA
1982
World Investment Advisors
California
$582K -$20.9K -350 -4%
FFA
1983
Freedman Financial Associates
Massachusetts
$582K -$6.93K -116 -1%
LOPW
1984
Live Oak Private Wealth
North Carolina
$582K +$418 +7 +0.1%
MFG
1985
Monte Financial Group
Connecticut
$580K +$549K +9,193 New
PCTC
1986
Perkins Coie Trust Company
Washington
$578K – – –
SFSIG
1987
San Francisco Sentry Investment Group
California
$578K +$31.4K +526 +6%
WWM
1988
Windsor Wealth Management
Indiana
$577K -$87.8K -1,470 -14%
WCM
1989
Weik Capital Management
Pennsylvania
$577K +$59.7K +1,000 +12%
SMA
1990
Sage Mountain Advisors
Georgia
$576K -$1.31K -22 -0.2%
JWM
1991
Janiczek Wealth Management
Colorado
$574K +$13.6K +228 +3%
PCP
1992
Proficio Capital Partners
Massachusetts
$574K +$26K +435 +5%
AWM
1993
Accurate Wealth Management
Florida
$574K +$543K +9,095 New
SFG
1994
Sovereign Financial Group
Connecticut
$569K – – –
NA
1995
Navellier & Associates
Nevada
$568K – – –
LPT
1996
Legacy Private Trust
Wisconsin
$567K -$40.3K -675 -7%
BCA
1997
Berman Capital Advisors
Georgia
$565K +$175K +2,928 +48%
CGFA
1998
Colton Groome Financial Advisors
North Carolina
$565K +$534K +8,950 New
PA
1999
Perennial Advisors
New York
$562K +$299 +5 +0.1%
HJGA
2000
Hardman Johnston Global Advisors
Connecticut
$560K – – –
78 79
80
81 82