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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1976
Easterly Investment Partners
Massachusetts
$1.92M -$5.49M -47,142 -74%
LWM
1977
Lyell Wealth Management
California
$1.92M +$465K +3,989 +31%
EGA
1978
E&G Advisors
Texas
$1.91M -$31.7K -272 -2%
GG
1979
Gleason Group
Kentucky
$1.9M +$15.8K +136 +0.8%
UWM
1980
Udine Wealth Management
Florida
$1.9M +$94.1K +808 +5%
LFA
1981
Level Financial Advisors
New York
$1.9M – – –
BWM
1982
BigSur Wealth Management
Florida
$1.9M -$38.8K -333 -2%
HP
1983
Holistic Planning
Texas
$1.9M – – –
ANB
1984
Amarillo National Bank
Texas
$1.89M +$206K +1,766 +12%
PCMC
1985
Private Capital Management (Colorado)
Colorado
$1.89M +$194K +1,665 +11%
BL
1986
Balentine LLC
Georgia
$1.89M -$7.68M -65,960 -80%
AO
1987
Advisor OS
Illinois
$1.89M +$109K +939 +6%
CRB
1988
Chad R. Baker
$1.89M – – –
BPWM
1989
Badgley Phelps Wealth Managers
Washington
$1.89M +$107K +922 +6%
S
1990
ShariaPortfolio
Florida
$1.89M +$87.7K +753 +5%
DCM
1991
Driehaus Capital Management
Illinois
$1.88M -$347K -2,981 -15%
SPI
1992
Sutton Place Investors
New York
$1.88M -$1.35M -11,582 -41%
PWP
1993
Private Wealth Partners
California
$1.88M +$271K +2,323 +17%
CS
1994
Capital Square
Tennessee
$1.88M -$197K -1,689 -9%
WOC
1995
West Oak Capital
California
$1.87M +$5.82K +50 +0.3%
HCMG
1996
Howard Capital Management Group
California
$1.87M +$34.9K +300 +2%
USB
1997
Union Savings Bank
Connecticut
$1.87M -$49.6K -426 -3%
TWP
1998
Tower Wealth Partners
Pennsylvania
$1.86M +$1.05K +9 +0.1%
HIIFS
1999
Harel Insurance Investments & Financial Services
Israel
$1.86M +$466 +4 +0%
HTHT
2000
Hemenway Trust Hemenway Trust
New Hampshire
$1.86M +$19.3K +166 +1%
78 79
80
81 82