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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1976
TriaGen Wealth Management
California
$550K – – –
CT
1977
Columbia Trust
Oregon
$549K – – –
CAL
1978
Capital Analysts LLC
Pennsylvania
$549K +$69K +1,211 +15%
SFA
1979
Sequoia Financial Advisors
Ohio
$548K -$4.13M -72,506 -89%
NA
1980
Navellier & Associates
Nevada
$547K +$17.1K +300 +3%
HWM
1981
Hohimer Wealth Management
Washington
$546K – – –
BWP
1982
BSW Wealth Partners
Colorado
$544K – – –
EFM
1983
E Fund Management
China
$543K +$526K +9,233 New
LWA
1984
Lenox Wealth Advisors
New York
$539K -$34.6K -607 -6%
MFG
1985
Monte Financial Group
Connecticut
$539K -$1.31K -23 -0.3%
PCTC
1986
Perkins Coie Trust Company
Washington
$539K – – –
WCM
1987
Weik Capital Management
Pennsylvania
$538K – – –
CPWA
1988
Cerro Pacific Wealth Advisors
California
$537K -$13.2K -231 -2%
OF
1989
Outfitter Financial
Maine
$536K -$95.5K -1,675 -16%
GCA
1990
Genesee Capital Advisors
New York
$534K +$517K +9,077 New
MLFP
1991
MPS Loria Financial Planners
Illinois
$532K -$65.2K -1,144 -11%
LPT
1992
Legacy Private Trust
Wisconsin
$529K – – –
CGFA
1993
Colton Groome Financial Advisors
North Carolina
$528K +$1.43K +25 +0.3%
FFA
1994
Freedman Financial Associates
Massachusetts
$527K -$15.7K -275 -3%
MIA
1995
MainStreet Investment Advisors
Illinois
$525K +$16.8K +294 +3%
NPF
1996
Norris Perne & French
Michigan
$524K -$252K -4,430 -33%
CB
1997
Cooke & Bieler
Pennsylvania
$523K -$22.8K -400 -4%
JWM
1998
Janiczek Wealth Management
Colorado
$523K -$12K -211 -2%
KFP
1999
KMG Fiduciary Partners
Ohio
$523K +$5.98K +105 +1%
PA
2000
Perennial Advisors
New York
$522K -$2.45K -43 -0.5%
78 79
80
81 82