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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Argent Capital Management
Missouri
$631K -$33.1K -400 -5%
CWM
2002
Confluence Wealth Management
Oregon
$631K +$19.2K +232 +3%
MAS
2003
Managed Account Services
Florida
$629K +$83 +1 +0%
IWA
2004
Intercontinental Wealth Advisors
Texas
$629K +$414 +5 +0.1%
BBNB
2005
Baker Boyer National Bank
Washington
$629K +$2.56K +31 +0.4%
BI
2006
Ballast Inc
Kentucky
$628K +$621K +7,504 New
SA
2007
Strategic Advisors
New York
$626K -$89.8K -1,086 -13%
AIM
2008
Arcadia Investment Management
Michigan
$626K +$21.1K +255 +4%
NA
2009
Navellier & Associates
Nevada
$625K +$618K +7,471 New
NFG
2010
Nations Financial Group
Iowa
$615K -$34.2K -413 -5%
GRP
2011
Global Retirement Partners
California
$615K +$340K +4,110 +127%
SFI
2012
SPC Financial Inc
Maryland
$614K -$8.27K -100 -1%
CM
2013
CoreCommodity Management
Connecticut
$614K +$7.2K +87 +1%
MWM
2014
Mascoma Wealth Management
New Hampshire
$613K +$37.7K +456 +7%
DIA
2015
Davidson Investment Advisors
Montana
$612K +$94.8K +1,146 +19%
CPA
2016
Cowen Prime Advisors
New York
$608K +$47.1K +570 +9%
OFW
2017
Omnia Family Wealth
Florida
$605K +$65.8K +796 +12%
LFR
2018
Lehman Financial Resources
Pennsylvania
$604K – – –
PWP
2019
Private Wealth Partners
California
$601K +$992 +12 +0.2%
TCM
2020
Traynor Capital Management
Pennsylvania
$600K +$67.7K +819 +13%
SRCM
2021
Swift Run Capital Management
Virginia
$600K +$159K +1,920 +37%
RAM
2022
Redmond Asset Management
Virginia
$599K -$37.5K -454 -6%
S
2023
SimplyRich
California
$599K +$592K +7,162 New
BWA
2024
BDO Wealth Advisors
Florida
$598K +$26.1K +316 +5%
TFA
2025
Toth Financial Advisory
Virginia
$597K -$15.1K -182 -2%
79 80
81
82 83