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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2001
Pallas Capital Advisors
Massachusetts
$672K -$67.7K -1,083 -10%
ITIM
2002
Indiana Trust & Investment Management
Indiana
$672K +$13.3K +213 +2%
MWM
2003
Madison Wealth Management
Ohio
$671K +$9.19K +147 +1%
LK
2004
Lumbard & Kellner
New Hampshire
$668K – – –
BP
2005
Ballentine Partners
Massachusetts
$667K +$142K +2,270 +26%
RRA
2006
Round Rock Advisors
Connecticut
$667K +$306K +4,893 +81%
EF
2007
Empowered Funds
Pennsylvania
$666K +$3.5K +56 +0.5%
CWMGP
2008
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$666K +$680K +10,881 New
WHRC
2009
W.H. Reaves & Co
New Jersey
$661K – – –
HFS
2010
Heritage Financial Services
Massachusetts
$661K +$675K +10,807 New
RDWM
2011
Red Door Wealth Management
Tennessee
$660K -$65.8K -1,053 -9%
TCMG
2012
TSP Capital Management Group
New Jersey
$660K – – –
TF
2013
TimeScale Financial
Massachusetts
$660K +$20.8K +333 +3%
WAM
2014
Walker Asset Management
Missouri
$659K +$673K +10,774 New
LSAG
2015
Lake Street Advisors Group
New Hampshire
$658K +$45.7K +731 +7%
RH
2016
RFG Holdings
Texas
$657K +$9.44K +151 +1%
LCM
2017
Logan Capital Management
Pennsylvania
$654K -$100K -1,601 -13%
SIC
2018
Samalin Investment Counsel
New York
$653K +$3.5K +56 +0.5%
CFO
2019
CVA Family Office
Colorado
$653K +$437K +6,997 +191%
RSC
2020
Red Spruce Capital
Pennsylvania
$652K -$6.88K -110 -1%
TB
2021
Terril Brothers
Missouri
$652K – – –
CHA
2022
Carmichael Hill & Associates
Maryland
$650K -$10.7K -171 -2%
TFGT
2023
TS Financial Group (TSFG)
Illinois
$650K -$6.56K -105 -1%
WCM
2024
Washington Capital Management
Washington
$650K -$18.8K -300 -3%
MCA
2025
MSH Capital Advisors
Arizona
$650K +$664K +10,619 New
79 80
81
82 83