We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2001
Planning Alternatives
Michigan
$206K +$215K +2,421 New
TFCP
2002
Twin Focus Capital Partners
Massachusetts
$203K -$99.4K -1,121 -32%
LFG
2003
LifePlan Financial Group
Ohio
$203K – – –
TBC
2004
Tweedy, Browne Co
Connecticut
$201K – – –
NC
2005
NewSquare Capital
Pennsylvania
$193K +$63.4K +715 +46%
WA
2006
Winfield Associates
Ohio
$191K – – –
CG
2007
Cleary Gull
Wisconsin
$184K +$192K +2,166 New
CII
2008
Capital International Inc
California
$179K +$186K +2,100 New
JG
2009
Jefferies Group
New York
$174K -$158K -1,780 -47%
SIG
2010
Stanford Investment Group
California
$173K -$58.1K -655 -24%
LWM
2011
Lenox Wealth Management
Ohio
$172K +$4.79K +54 +3%
PVH
2012
Psagot Value Holdings
Israel
$170K -$124K -1,400 -41%
CCS
2013
Crosspoint Capital Strategies
California
$165K -$487K -5,494 -74%
RBC
2014
Roble Belko & Company
Pennsylvania
$161K +$168K +1,889 New
AWM
2015
Avior Wealth Management
Nebraska
$155K +$79.8K +900 +99%
FNYS
2016
First New York Securities
New York
$153K -$288K -3,249 -64%
SA
2017
SRH Advisors
Kansas
$150K +$62.1K +700 +66%
AA
2018
AlphaMark Advisors
Kentucky
$149K – – –
EMA
2019
Efficient Market Advisors
California
$136K +$17.7K +200 +14%
NCMG
2020
NCM Capital Management Group
North Carolina
$133K – – –
DA
2021
Dunvegan Associates
California
$130K – – –
CFG
2022
CKW Financial Group
Hawaii
$128K -$17.9K -202 -12%
WA
2023
WealthTrust-Arizona
Arizona
$124K -$1.51K -17 -1%
EAMA
2024
EFG Asset Management (Americas)
Florida
$111K -$56.7K -639 -33%
PFG
2025
Piershale Financial Group
Illinois
$111K -$355 -4 -0.3%
79 80
81
82 83