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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2001
Capital Analysts LLC
Pennsylvania
$2.04M +$205K +1,766 +12%
GG
2002
Gleason Group
Kentucky
$2.04M +$16.8K +145 +0.9%
AIP
2003
Almanack Investment Partners
Pennsylvania
$2.04M -$750K -6,470 -28%
SN
2004
Sittner & Nelson
Oregon
$2.04M +$33.3K +287 +2%
7WCP
2005
71 West Capital Partners
Massachusetts
$2.03M +$1.95M +16,853 New
LIA
2006
LS Investment Advisors
Michigan
$2.03M -$459K -3,960 -19%
CIA
2007
Compass Ion Advisors
Pennsylvania
$2.02M -$4.87K -42 -0.2%
WA
2008
WealthTrust Axiom
Pennsylvania
$2.02M +$5.8K +50 +0.3%
AP
2009
Atwood & Palmer
Missouri
$2.01M – – –
WA
2010
Wealth Architects
California
$2.01M -$43.5K -375 -2%
CS
2011
Capital Square
Tennessee
$2.01M +$198K +1,703 +11%
FEG
2012
Financial Enhancement Group
Indiana
$2.01M +$1.54M +13,241 +744%
GCWM
2013
Guided Capital Wealth Management
Texas
$2M -$48.4K -417 -2%
BAM
2014
BOS Asset Management
Illinois
$2M +$54.2K +467 +3%
BFA
2015
Brendel Financial Advisors
New Hampshire
$1.99M +$5.22K +45 +0.3%
EFSCE
2016
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M +$48.6K +419 +3%
OC
2017
Optima Capital
Oregon
$1.99M -$27.1K -234 -1%
KCM
2018
Kennondale Capital Management
Virginia
$1.99M – – –
PPC
2019
Park Place Capital
Alabama
$1.99M -$271K -2,333 -12%
SOAM
2020
SBI Okasan Asset Management
Japan
$1.99M +$1.91M +16,500 New
CRB
2021
Chad R. Baker
$1.98M – – –
GWANC
2022
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.98M +$19.9K +172 +1%
MA
2023
MJP Associates
Connecticut
$1.98M +$169K +1,456 +10%
AA
2024
Alta Advisers
United Kingdom
$1.98M -$707K -6,100 -27%
EHWM
2025
Eads & Heald Wealth Management
Georgia
$1.97M -$10.7K -92 -0.6%
79 80
81
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