We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMG
2001
NCM Capital Management Group
North Carolina
$131K – – –
CFG
2002
CKW Financial Group
Hawaii
$129K +$2.75K +32 +2%
DA
2003
Dunvegan Associates
California
$127K -$1.03K -12 -0.8%
WA
2004
WealthTrust-Arizona
Arizona
$122K – – –
MUS
2005
Mitsubishi UFJ Securities
Japan
$113K +$73.1K +850 +167%
IMS
2006
Index Management Solutions
Pennsylvania
$102K +$19K +221 +22%
FIG
2007
Fusion Investment Group
Pennsylvania
$98K +$101K +1,179 New
WCMN
2008
Westchester Capital Management (Nebraska)
Nebraska
$96K – – –
AIC
2009
Ayalon Insurance Company
Israel
$92K – – –
MP
2010
Manifold Partners
California
$87K – – –
SFFS
2011
Stonehage Fleming Financial Services
Jersey
$85K – – –
JAM
2012
JCIC Asset Management
Ontario, Canada
$84K – – –
P
2013
Palladiem
Pennsylvania
$81K – – –
CFS
2014
Commonwealth Financial Services
West Virginia
$66K – – –
SFM
2015
Systematic Financial Management
New Jersey
$66K – – –
LIM
2016
Lagoda Investment Management
New York
$59K -$9.29K -108 -13%
CFA
2017
Camarda Financial Advisors
Florida
$55K – – –
VIA
2018
Vident Investment Advisory
Georgia
$54K +$55.5K +645 New
BCFS
2019
Butensky & Cohen Financial Security
Florida
$44K +$9.29K +108 +26%
MAS
2020
Madden Advisory Services
Florida
$41K +$43.2K +502 New
GXMC
2021
Global X Management Company
New York
$36K +$7.31K +85 +25%
FM
2022
Forward Management
California
$35K -$3.44K -40 -9%
CF
2023
CenterStar Fund
Illinois
$34K – – –
IF
2024
Ironwood Financial
Arizona
$29K – – –
SAM
2025
Solaris Asset Management
New York
$27K -$25.8K -300 -48%
79 80
81
82 83