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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
2001
Indiana Trust & Investment Management
Indiana
$1.86M +$123K +1,056 +7%
WQ
2002
Wealth Quarterback
New Jersey
$1.86M -$25.4K -218 -1%
RWP
2003
Ridgecrest Wealth Partners
California
$1.86M +$5.36K +46 +0.3%
CA
2004
Capital Advantage
California
$1.85M +$932 +8 +0%
AC
2005
Apella Capital
Connecticut
$1.85M +$681K +5,845 +54%
WAM
2006
Walker Asset Management
Missouri
$1.85M +$878K +7,537 +88%
CRA
2007
Clear Rock Advisors
Texas
$1.85M +$990K +8,500 +113%
CWM
2008
Calamos Wealth Management
Illinois
$1.85M +$389K +3,339 +26%
RWA
2009
Roberts Wealth Advisors
California
$1.84M +$24.9K +214 +1%
GWANC
2010
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.84M +$18.9K +162 +1%
BCA
2011
Bray Capital Advisors
Florida
$1.84M -$93.2K -800 -5%
RRA
2012
Round Rock Advisors
Connecticut
$1.84M -$110K -944 -6%
CCM
2013
Chickasaw Capital Management
Tennessee
$1.84M -$482K -4,140 -21%
LC
2014
Lindbrook Capital
California
$1.83M +$548K +4,701 +42%
AIP
2015
Almanack Investment Partners
Pennsylvania
$1.83M +$7.22K +62 +0.4%
LWM
2016
Lakeridge Wealth Management
Ohio
$1.83M +$3.49K +30 +0.2%
ILI
2017
Invesco LLC (Illinois)
Illinois
$1.82M -$49.3K -423 -3%
SCM
2018
Steele Capital Management
Iowa
$1.82M +$4.08K +35 +0.2%
TSMHT
2019
Thurston Springer Miller Herd & Titak
Indiana
$1.82M +$1.84M +15,785 New
MCM
2020
Monument Capital Management
Virginia
$1.82M +$311K +2,669 +20%
CFFP
2021
Center for Financial Planning
Michigan
$1.81M +$6.52K +56 +0.4%
PAM
2022
Peak Asset Management
Colorado
$1.81M -$22.7K -195 -1%
CSC
2023
Caldwell Sutter Capital
California
$1.8M -$40.9K -351 -2%
WIA
2024
Westbourne Investment Advisors
Maryland
$1.8M +$157K +1,352 +9%
SFC
2025
Strategic Financial Concepts
Texas
$1.8M -$1.89M -16,238 -51%
79 80
81
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