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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1976
KPP Advisory Services
Kentucky
$1.52M -$182K -1,736 -10%
AT
1977
Arden Trust
Delaware
$1.51M -$37K -352 -2%
IGWM
1978
ICA Group Wealth Management
Colorado
$1.51M +$156K +1,480 +11%
TPWM
1979
Twelve Points Wealth Management
Massachusetts
$1.51M +$60.9K +579 +4%
OS
1980
Objectivity Squared
South Carolina
$1.51M +$1.58M +15,060 New
CP
1981
Coho Partners
Pennsylvania
$1.51M +$423K +4,026 +36%
PWM
1982
Prentice Wealth Management
New York
$1.51M +$47.3K +450 +3%
VCM
1983
Virtue Capital Management
Tennessee
$1.5M -$501K -4,765 -24%
UHC
1984
Union Heritage Capital
Michigan
$1.5M – – –
RFG
1985
REAP Financial Group
Texas
$1.5M +$1.57M +14,958 New
BWM
1986
BCS Wealth Management
Tennessee
$1.5M -$10.5K -100 -0.7%
PAMG
1987
Patton Albertson Miller Group
Tennessee
$1.49M -$91.2K -868 -5%
FPCG
1988
Fort Pitt Capital Group
Pennsylvania
$1.49M -$13.6K -129 -0.9%
RFA
1989
Resurgent Financial Advisors
Georgia
$1.49M +$82.9K +789 +6%
RCM
1990
RB Capital Management
Nevada
$1.49M +$287K +2,730 +22%
PTCG
1991
Pring Turner Capital Group
California
$1.49M – – –
TAM
1992
Titleist Asset Management
Texas
$1.49M +$5.25K +50 +0.3%
WA
1993
WealthTrust Axiom
Pennsylvania
$1.48M +$204K +1,941 +15%
SPIS
1994
Steward Partners Investment Solutions
Oregon
$1.48M +$1.56M +14,807 New
JGIA
1995
Jackson Grant Investment Advisers
Connecticut
$1.48M +$5.36K +51 +0.3%
S
1996
ShariaPortfolio
Florida
$1.48M +$118K +1,125 +8%
WA
1997
Waddell & Associates
Tennessee
$1.48M -$491K -4,671 -24%
BC
1998
Barrett & Company
Rhode Island
$1.47M +$210 +2 +0%
LAM
1999
L2 Asset Management
Massachusetts
$1.47M +$1.53M +14,531 +8,448%
VBCG
2000
Valley Brook Capital Group
Pennsylvania
$1.47M +$42.1K +401 +3%
78 79
80
81 82