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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2001
Holistic Financial Partners
Indiana
$253K -$6.54K -160 -2%
CCMW
2002
Cypress Capital Management (Wyoming)
Wyoming
$253K – – –
RCA
2003
Rowland Carmichael Advisors
Arizona
$252K -$5.76K -141 -2%
EWF
2004
Epstein & White Financial
California
$252K +$41 +1 +0%
FFG
2005
Ford Financial Group
California
$250K -$121K -2,958 -29%
ECM
2006
EagleClaw Capital Management
Massachusetts
$250K -$33.7K -825 -10%
FBFS
2007
First Business Financial Services
Wisconsin
$250K – – –
SA
2008
Shilanski & Associates
Alaska
$249K +$11.9K +291 +4%
SCM
2009
Stumpf Capital Management
Arizona
$249K +$40.9K +1,000 +16%
NIM
2010
NuWave Investment Management
New Jersey
$249K +$275K +6,728 +1,312%
ATFA
2011
All Terrain Financial Advisors
Minnesota
$248K +$8.18K +200 +3%
BEAM
2012
Baker Ellis Asset Management
Washington
$247K -$8.18K -200 -3%
BBA
2013
Braun-Bostich & Associates
Pennsylvania
$246K -$84.4K -2,065 -22%
EBT
2014
Enterprise Bank & Trust
Massachusetts
$246K – – –
MVA
2015
Mount Vernon Associates
Maryland
$246K – – –
KPCM
2016
Kings Point Capital Management
New York
$246K +$8.75K +214 +3%
AIS
2017
AM Investment Strategies
Tennessee
$246K +$292K +7,152 New
SC
2018
Steph & Co
Wisconsin
$245K -$28.2K -689 -9%
ML
2019
McAdam LLC
Pennsylvania
$245K +$8.67K +212 +3%
TC
2020
TAP Consulting
Missouri
$245K +$49.6K +1,213 +20%
TIA
2021
Tandem Investment Advisors
South Carolina
$244K -$4.09K -100 -1%
MFS
2022
McNamara Financial Services
Massachusetts
$244K -$1.47K -36 -0.5%
PFA
2023
Paradigm Financial Advisors
Missouri
$243K -$163K -3,977 -36%
MFG
2024
Menard Financial Group
Texas
$243K -$62.8K -1,536 -18%
PS
2025
Portfolio Strategies
New York
$242K – – –
79 80
81
82 83