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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2001
Atwood & Palmer
Missouri
$1.84M – – –
SSA
2002
Schonfeld Strategic Advisors
New York
$1.84M +$374K +3,197 +23%
RFA
2003
Resurgent Financial Advisors
Georgia
$1.84M -$530K -4,531 -21%
LC
2004
Lindbrook Capital
California
$1.83M -$15K -128 -0.7%
BFPW
2005
BOK Financial Private Wealth
Colorado
$1.83M -$125K -1,066 -6%
CCMW
2006
Cypress Capital Management (Wyoming)
Wyoming
$1.83M -$77.1K -659 -4%
WA
2007
Waddell & Associates
Tennessee
$1.82M +$318K +2,718 +19%
JWM
2008
JGP Wealth Management
Oregon
$1.82M +$97.3K +832 +5%
AI
2009
Accredited Investors
Minnesota
$1.82M -$45.7K -391 -2%
GWANC
2010
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.82M +$139K +1,186 +8%
SHGA
2011
Sand Hill Global Advisors
California
$1.82M -$28.2K -241 -1%
SPI
2012
Sutton Place Investors
New York
$1.82M +$17.3K +148 +0.9%
EFSCE
2013
Enterprise Financial Services Corp (EFSC)
Missouri
$1.81M +$89.3K +763 +5%
OAM
2014
Oak Asset Management
California
$1.81M -$2.92K -25 -0.1%
EHWM
2015
Eads & Heald Wealth Management
Georgia
$1.8M +$14.9K +127 +0.8%
HFAS
2016
Hummer Financial Advisory Services
Illinois
$1.8M -$11.7K -100 -0.6%
WA
2017
Wealthstar Advisors
Texas
$1.8M +$1.96M +16,735 New
EIP
2018
Easterly Investment Partners
Massachusetts
$1.8M – – –
BWM
2019
BCS Wealth Management
Tennessee
$1.8M -$1.64K -14 -0.1%
BL
2020
Balentine LLC
Georgia
$1.8M -$360K -3,080 -16%
BWG
2021
Boomfish Wealth Group
Georgia
$1.79M +$123K +1,049 +7%
PP
2022
Pingora Partners
Wyoming
$1.79M – – –
ECA
2023
Elevated Capital Advisors
Utah
$1.79M +$430K +3,678 +28%
EGA
2024
E&G Advisors
Texas
$1.79M +$30.9K +264 +2%
MCCA
2025
Mill Creek Capital Advisors
Pennsylvania
$1.78M +$87K +744 +5%
79 80
81
82 83