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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
2001
Stonehage Fleming Financial Services
Jersey
$85K – – –
JAM
2002
JCIC Asset Management
Ontario, Canada
$84K – – –
P
2003
Palladiem
Pennsylvania
$81K – – –
CFS
2004
Commonwealth Financial Services
West Virginia
$66K – – –
SFM
2005
Systematic Financial Management
New Jersey
$66K – – –
LIM
2006
Lagoda Investment Management
New York
$59K -$9.29K -108 -13%
CFA
2007
Camarda Financial Advisors
Florida
$55K – – –
VIA
2008
Vident Investment Advisory
Georgia
$54K +$55.5K +645 New
BCFS
2009
Butensky & Cohen Financial Security
Florida
$44K +$9.29K +108 +26%
MAS
2010
Madden Advisory Services
Florida
$41K +$43.2K +502 New
GXMC
2011
Global X Management Company
New York
$36K +$7.31K +85 +25%
FM
2012
Forward Management
California
$35K -$3.44K -40 -9%
CF
2013
CenterStar Fund
Illinois
$34K – – –
IF
2014
Ironwood Financial
Arizona
$29K – – –
UB
2015
UMB Bank
Missouri
$28.7K -$552K -6,417 -2%
SAM
2016
Solaris Asset Management
New York
$27K -$25.8K -300 -48%
BCI
2017
Brinker Capital Investments
Pennsylvania
$25K – – –
OAJ
2018
Ogorek Anthony Joseph
New York
$25K +$25.6K +298 New
LBG
2019
Lloyds Banking Group
United Kingdom
$22K – – –
SFU
2020
Stonehage Fleming (UK)
United Kingdom
$21K – – –
FNBOO
2021
First National Bank of Omaha
Nebraska
$21K – – –
PTC
2022
Philadelphia Trust Company
Pennsylvania
$17.1K -$1.35M -15,726 -92%
NMIS
2023
Northwestern Mutual Investment Services
Wisconsin
$15K +$15.3K +178 New
PRS
2024
Pinkerton Retirement Specialists
Idaho
$14K -$1.02M -11,860 -99%
AT
2025
Arden Trust
Delaware
$13.6K -$868K -10,097 -6%
79 80
81
82 83