We are live on ! Find out more
CMCSA icon

Comcast
CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Cranbrook Wealth Management
Michigan
$34K – – –
BCA
1977
Bray Capital Advisors
Florida
$32K – – –
DI
1978
Disciplined Investments
Oklahoma
$32K – – –
PS
1979
Planned Solutions
California
$32K +$30.1K +693 New
JWM
1980
Janiczek Wealth Management
Colorado
$30K -$20.6K -474 -42%
CCM
1981
Cribstone Capital Management
Maine
$30K -$9.83K -226 -26%
ICM
1982
Islay Capital Management
Texas
$29K – – –
LB
1983
Legacy Bridge
Iowa
$27K – – –
NC
1984
NewSquare Capital
Pennsylvania
$27K – – –
MA
1985
MCF Advisors
Kentucky
$26K -$7.22K -166 -23%
LWA
1986
Lowe Wealth Advisors
Maryland
$25K – – –
HWM
1987
Holloway Wealth Management
Florida
$23K – – –
RWG
1988
Regal Wealth Group
California
$23K +$87 +2 +0.4%
ANBT
1989
American National Bank & Trust
Texas
$22K – – –
AWM
1990
Avondale Wealth Management
Texas
$20K – – –
FPFS
1991
First Personal Financial Services
North Carolina
$19K – – –
EIM
1992
Essex Investment Management
Massachusetts
$18K – – –
RFWA
1993
RPg Family Wealth Advisory
Massachusetts
$17.3K – – –
OAJ
1994
Ogorek Anthony Joseph
New York
$17K -$5.22K -120 -24%
ETI
1995
Enterprise Trust & Investment
California
$17K – – –
MF
1996
Manchester Financial
California
$17K – – –
NFSG
1997
Newbridge Financial Services Group
Florida
$17K +$15.8K +364 New
CPW
1998
Catalyst Private Wealth
California
$17K +$15.9K +366 New
PAI
1999
Pittenger & Anderson Inc
Nebraska
$15K -$3.48K -80 -20%
IWP
2000
IAG Wealth Partners
Wisconsin
$15K – – –
78 79
80
81 82