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CMCSA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Keel Point
2001
Keel Point
Alabama
– -US$ 370 mil -12.899 Encerrada
Wellington Group
2002
Wellington Group
Indiana
– -US$ 368 mil -12.811 Encerrada
Werba Rubin Papier Wealth Management
2003
Werba Rubin Papier Wealth Management
California
– -US$ 362 mil -12.597 Encerrada
Evoke Wealth
2004
Evoke Wealth
California
– -US$ 361 mil -12.579 Encerrada
iSAM Funds (UK)
2005
iSAM Funds (UK)
United Kingdom
– -US$ 353 mil -12.288 Encerrada
Regatta Capital Group
2006
Regatta Capital Group
California
– -US$ 347 mil -12.093 Encerrada
Washington Trust Bank
2007
Washington Trust Bank
Washington
– -US$ 343 mil -11.955 Encerrada
SCS Capital Management
2008
SCS Capital Management
Massachusetts
– -US$ 342 mil -11.897 Encerrada
Moss Adams Wealth Advisors
2009
Moss Adams Wealth Advisors
Washington
– -US$ 338 mil -11.787 Encerrada
Everpar Advisors
2010
Everpar Advisors
Oklahoma
– -US$ 331 mil -11.537 Encerrada
Meadow Creek Wealth Advisors
2011
Meadow Creek Wealth Advisors
Georgia
– -US$ 331 mil -11.513 Encerrada
Sunpointe
2012
Sunpointe
Missouri
– -US$ 328 mil -11.439 Encerrada
Lombard Odier Asset Management (USA)
2013
Lombard Odier Asset Management (USA)
New York
– -US$ 292 mil -11.297 Encerrada
Ashton Thomas Securities
2014
Ashton Thomas Securities
New York
– -US$ 318 mil -11.084 Encerrada
a16z Perennial Management
2015
a16z Perennial Management
California
– -US$ 315 mil -10.959 Encerrada
Impact Capital Partners
2016
Impact Capital Partners
Colorado
– -US$ 313 mil -10.905 Encerrada
Faithward Advisors
2017
Faithward Advisors
Pennsylvania
– -US$ 648 mil -10.722 Encerrada
Citizens & Northern Corp
2018
Citizens & Northern Corp
Pennsylvania
– -US$ 303 mil -10.554 Encerrada
LS Investment Advisors
2019
LS Investment Advisors
Michigan
– -US$ 302 mil -10.524 Encerrada
Sanders Morris Harris
2020
Sanders Morris Harris
Texas
– -US$ 298 mil -10.377 Encerrada
Waterloo Capital
2021
Waterloo Capital
Texas
– -US$ 296 mil -10.299 Encerrada
Patton Fund Management
2022
Patton Fund Management
Texas
– -US$ 295 mil -10.287 Encerrada
Angeles Wealth Management
2023
Angeles Wealth Management
California
– -US$ 293 mil -10.211 Encerrada
ARWA LLC
2024
ARWA LLC
Texas
– -US$ 285 mil -10.053 Encerrada
Counterpoint Mutual Funds
2025
Counterpoint Mutual Funds
California
– -US$ 285 mil -9.938 Encerrada
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