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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1976
Armbruster Capital Management
New York
$1.88M +$190K +1,645 +11%
TCBWMS
1977
Texas Capital Bank Wealth Management Services
Texas
$1.88M +$274K +2,369 +17%
ATI
1978
ARK & TLK Investments
Oklahoma
$1.88M -$87.9K -761 -5%
LWM
1979
Lakeridge Wealth Management
Ohio
$1.88M +$19.1K +165 +1%
BCA
1980
Bray Capital Advisors
Florida
$1.87M – – –
CCM
1981
Chickasaw Capital Management
Tennessee
$1.87M – – –
SFC
1982
Strategic Financial Concepts
Texas
$1.87M +$41.9K +363 +2%
ITIM
1983
Indiana Trust & Investment Management
Indiana
$1.87M -$21.2K -184 -1%
AIP
1984
Almanack Investment Partners
Pennsylvania
$1.87M +$7.74K +67 +0.4%
WAM
1985
Walker Asset Management
Missouri
$1.87M -$14.5K -126 -0.8%
KFP
1986
KMG Fiduciary Partners
Ohio
$1.87M +$41.3K +358 +2%
WIM
1987
WealthPlan Investment Management
Nebraska
$1.86M +$34.8K +301 +2%
HWP
1988
Heritage Wealth Partners
Ohio
$1.86M -$231K -1,998 -11%
APS
1989
American Planning Services
Florida
$1.86M +$179K +1,553 +11%
MCCA
1990
Mill Creek Capital Advisors
Pennsylvania
$1.86M -$776K -6,721 -30%
PPC
1991
Park Place Capital
Alabama
$1.86M +$154K +1,333 +9%
SCM
1992
Steele Capital Management
Iowa
$1.85M +$231 +2 +0%
GCS
1993
Gordian Capital (Singapore)
Singapore
$1.85M +$185K +1,600 +11%
CWS
1994
Cypress Wealth Services
California
$1.85M +$249K +2,154 +16%
SWP
1995
Strategic Wealth Partners
Ohio
$1.85M +$313K +2,710 +21%
GWANC
1996
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.84M -$31.6K -274 -2%
S
1997
ShariaPortfolio
Florida
$1.84M -$74.7K -647 -4%
CWM
1998
Connecticut Wealth Management
Connecticut
$1.84M +$116K +1,003 +7%
PAM
1999
Peak Asset Management
Colorado
$1.84M +$115 +1 +0%
HFS
2000
Heritage Financial Services
Massachusetts
$1.84M +$233K +2,020 +15%
78 79
80
81 82