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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1976
Sawgrass Asset Management
Florida
$2.84M +$100K +685 +4%
MWM
1977
Melfa Wealth Management
Massachusetts
$2.84M -$168K -1,154 -6%
DS
1978
DRW Securities
Illinois
$2.84M +$2.45M +16,755 New
KSB
1979
Kennebec Savings Bank
Maine
$2.84M -$150K -1,028 -6%
GF
1980
Goodman Financial
Texas
$2.83M -$88.9K -609 -4%
WA
1981
Wealth Architects
California
$2.82M -$8.32K -57 -0.3%
SEP
1982
Southland Equity Partners
Missouri
$2.82M +$47.9K +328 +2%
SGWP
1983
Sun Group Wealth Partners
California
$2.82M +$1.63M +11,152 +203%
DBRC
1984
D.B. Root & Company
Pennsylvania
$2.82M +$182K +1,245 +8%
GCWM
1985
Guided Capital Wealth Management
Texas
$2.82M -$4.38K -30 -0.2%
TAM
1986
Todd Asset Management
Kentucky
$2.82M -$392K -2,689 -14%
OC
1987
Optima Capital
Oregon
$2.82M +$12.7K +87 +0.5%
TIA
1988
Traphagen Investment Advisors
New Jersey
$2.82M +$131K +899 +6%
ATS
1989
Ashton Thomas Securities
New York
$2.81M -$334K -2,292 -12%
HFAS
1990
Hummer Financial Advisory Services
Illinois
$2.81M +$94.9K +650 +4%
KCM
1991
Kennondale Capital Management
Virginia
$2.81M – – –
EHWM
1992
Eads & Heald Wealth Management
Georgia
$2.8M +$17.7K +121 +0.7%
BFA
1993
Brendel Financial Advisors
New Hampshire
$2.8M -$7.3K -50 -0.3%
HA
1994
Heartland Advisors
Wisconsin
$2.8M +$352K +2,409 +17%
IPW
1995
Inlet Private Wealth
Florida
$2.8M -$367K -2,515 -13%
AWM
1996
Aviso Wealth Management
Washington
$2.8M -$101K -693 -4%
MA
1997
MJP Associates
Connecticut
$2.79M -$1.6K -11 -0.1%
AA
1998
Alta Advisers
United Kingdom
$2.79M – – –
GWANC
1999
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.79M -$4.67K -32 -0.2%
BI
2000
Ballast Inc
Kentucky
$2.79M -$455K -3,115 -16%
78 79
80
81 82