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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Centric Wealth Management
Illinois
$950K +$3.5K +45 +0.4%
SC
2002
Saybrook Capital
North Carolina
$949K -$46.9K -603 -5%
BBA
2003
Baader Bank Aktiengesellschaft
Germany
$949K – – –
PGA
2004
Portland Global Advisors
Maine
$946K -$46.6K -600 -5%
LAM
2005
LifePro Asset Management
California
$945K -$166K -2,140 -16%
XWM
2006
Xcel Wealth Management
Florida
$945K -$13.6K -175 -2%
BWCS
2007
Beirne Wealth Consulting Services
Connecticut
$945K – – –
NF
2008
Norwood Financial
Pennsylvania
$945K – – –
MMHP
2009
Murphy Middleton Hinkle & Parker
Georgia
$944K +$78 +1 +0%
BCM
2010
Barometer Capital Management
Ontario, Canada
$944K +$248K +3,190 +38%
SP
2011
Successful Portfolios
Florida
$942K – – –
CCM
2012
Crossvault Capital Management
Texas
$941K +$233 +3 +0%
ITIM
2013
Indiana Trust & Investment Management
Indiana
$940K +$31.1K +400 +4%
IA
2014
IAM Advisory
Pennsylvania
$940K +$91.7K +1,180 +12%
HCMG
2015
Howard Capital Management Group
California
$938K -$121K -1,563 -12%
MAM
2016
Martingale Asset Management
Massachusetts
$935K -$525K -6,753 -37%
CP
2017
Coho Partners
Pennsylvania
$935K – – –
RIM
2018
Regent Investment Management
Kentucky
$933K +$5.99K +77 +0.7%
FNBSF
2019
First National Bank Sioux Falls
South Dakota
$932K – – –
CAC
2020
Certified Advisory Corp
Florida
$931K +$4.66K +60 +0.5%
CAM
2021
Cozad Asset Management
Illinois
$928K +$298K +3,839 +52%
BIA
2022
Bigelow Investment Advisors
Maine
$927K +$6.22K +80 +0.7%
IP
2023
Ignite Planners
California
$927K +$8.16K +105 +1%
TLFA
2024
True Link Financial Advisors
California
$924K -$45.9K -590 -5%
AL
2025
ADE LLC
Maryland
$924K +$98.7K +1,270 +13%
79 80
81
82 83