We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
2001
Twelve Points Wealth Management
Massachusetts
$1.38M +$10.6K +99 +0.8%
AC
2002
ASB Consultores
Florida
$1.38M +$6.54K +61 +0.5%
RF
2003
Resolute Financial
Massachusetts
$1.38M +$36.9K +344 +3%
DMBA
2004
Deseret Mutual Benefit Administrators
Utah
$1.38M -$1.55M -14,499 -54%
SFSG
2005
Sound Financial Strategies Group
Mississippi
$1.37M -$214 -2 -0%
MIM
2006
Merrion Investment Management
New Jersey
$1.37M -$87.6K -818 -6%
MWM
2007
MorganRosel Wealth Management
Colorado
$1.37M +$343K +3,200 +35%
HPG
2008
Harvest Portfolios Group
Ontario, Canada
$1.37M +$1.33M +12,388 New
MIC
2009
Meridian Investment Counsel
California
$1.36M -$20.4K -190 -2%
SG
2010
Somerset Group
Minnesota
$1.36M – – –
LRPA
2011
L. Roy Papp & Associates
Arizona
$1.36M -$75K -700 -5%
AFG
2012
Alterity Financial Group
Maine
$1.36M – – –
FNA
2013
First National Advisers
Nebraska
$1.36M +$144K +1,347 +12%
RW
2014
Rede Wealth
Virginia
$1.36M +$10.8K +101 +0.8%
VCM
2015
Viewpoint Capital Management
Washington
$1.35M -$31.3K -292 -2%
DW
2016
Domani Wealth
Pennsylvania
$1.35M +$31.6K +295 +2%
MWM
2017
Moulton Wealth Management
Washington
$1.35M +$11.4K +106 +0.9%
AAP
2018
Arax Advisory Partners
Colorado
$1.35M +$12.8K +119 +1%
VC
2019
Vicus Capital
Pennsylvania
$1.34M -$540K -5,040 -29%
QC
2020
Quent Capital
New York
$1.34M +$228K +2,130 +21%
PIFP
2021
Partners in Financial Planning
Virginia
$1.34M – – –
ZF
2022
Zhang Financial
Michigan
$1.34M +$203K +1,895 +19%
WC
2023
Whitney & Co
New York
$1.34M -$5.36K -50 -0.4%
KC
2024
Kenfarb & Co
Kentucky
$1.34M – – –
BMM
2025
Berkshire Money Management
Massachusetts
$1.33M +$1.07K +10 +0.1%
79 80
81
82 83