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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1976
FSC Wealth Advisors
New York
$247K -$3.08K -78 -1%
MIM
1977
Montgomery Investment Management
Maryland
$246K – – –
PIA
1978
Panoramic Investment Advisors
Colorado
$246K +$233K +5,893 New
GHAM
1979
Gilman Hill Asset Management
Connecticut
$245K -$39.5K -1,000 -15%
OFG
1980
Oxford Financial Group
Indiana
$245K -$103K -2,619 -31%
CFP
1981
Cascade Financial Partners
California
$245K -$829 -21 -0.4%
FF
1982
Farrell Financial
New York
$244K +$79 +2 +0%
CT
1983
Clearstead Trust
Maine
$244K – – –
CPA
1984
Cardiff Park Advisors
California
$244K -$1.93K -49 -0.8%
ACM
1985
Aljian Capital Management
Nevada
$244K +$230K +5,834 New
TPW
1986
Talon Private Wealth
Florida
$244K +$230K +5,833 New
AFWM
1987
Abich Financial Wealth Management
Virginia
$243K +$10.3K +260 +5%
YWM
1988
Yoder Wealth Management
California
$243K – – –
MA
1989
Montag & Associates
Georgia
$243K +$355 +9 +0.2%
UFA
1990
US Financial Advisors
Massachusetts
$243K +$16.6K +420 +8%
COCM
1991
Charter Oak Capital Management
New Hampshire
$242K +$229K +5,794 New
MHR
1992
Matthew Hamilton Rosenberg
$242K +$2.57K +65 +1%
WG
1993
Welch Group
Alabama
$241K -$23.7K -600 -9%
OWA
1994
Octavia Wealth Advisors
Ohio
$241K -$14.7K -373 -6%
WCA
1995
Waypoint Capital Advisors
Minnesota
$240K +$22.9K +579 +11%
TW
1996
TrinityPoint Wealth
Connecticut
$240K +$227K +5,746 New
EGWAG
1997
Elwood & Goetz Wealth Advisory Group
Georgia
$239K – – –
HIG
1998
Heritage Investment Group
Florida
$239K -$49.7K -1,260 -18%
TWA
1999
Talisman Wealth Advisors
New Jersey
$239K -$1.38K -35 -0.6%
AT
2000
Arlington Trust
Alabama
$239K -$5.17K -131 -2%
78 79
80
81 82