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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1976
Acima Private Wealth
Virginia
$38K – – –
PWP
1977
Personal Wealth Partners
Minnesota
$36K – – –
POIA
1978
Pin Oak Investment Advisors
Texas
$36K – – –
RIA
1979
RPG Investment Advisory
California
$36K – – –
PCA
1980
Peddock Capital Advisors
Massachusetts
$36K +$35.6K +800 New
PA
1981
PSI Advisors
Florida
$36K +$35.7K +801 New
CCM
1982
Cribstone Capital Management
Maine
$35K -$20K -450 -36%
FEG
1983
Financial Enhancement Group
Indiana
$34K – – –
EWA
1984
Evolution Wealth Advisors
Florida
$34K +$13.2K +296 +64%
FWM
1985
Filbrandt Wealth Management
Wisconsin
$34K +$34.1K +766 New
CWM
1986
Cranbrook Wealth Management
Michigan
$33K – – –
OAJ
1987
Ogorek Anthony Joseph
New York
$32K +$16.6K +373 +104%
TA
1988
TFG Advisers
Michigan
$32K +$32.6K +732 New
BCA
1989
Bray Capital Advisors
Florida
$31K – – –
BC
1990
Barnett & Company
Tennessee
$31K +$24.6K +552 +428%
DI
1991
Disciplined Investments
Oklahoma
$31K +$30.4K +684 New
BDWM
1992
Brewin Dolphin Wealth Management
Ireland
$30.5K – – –
CWA
1993
Capital Wealth Alliance
Arizona
$30K +$30.5K +686 New
SL
1994
Salomon & Ludwin
Virginia
$28K -$2.36K -53 -8%
ICM
1995
Islay Capital Management
Texas
$28K +$27.8K +625 New
FPFS
1996
First Personal Financial Services
North Carolina
$27K -$33.3K -747 -56%
LF
1997
Lee Financial
Texas
$27K – – –
AIM
1998
AIA Investment Management
Singapore
$25K -$257K -5,784 -91%
CAM
1999
CenterStar Asset Management
Illinois
$25K – – –
MA
2000
MCF Advisors
Kentucky
$25K – – –
78 79
80
81 82