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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1976
Seed Wealth Management
Illinois
$248K – – –
FWA
1977
FSC Wealth Advisors
New York
$247K -$3.08K -78 -1%
MIM
1978
Montgomery Investment Management
Maryland
$246K – – –
PIA
1979
Panoramic Investment Advisors
Colorado
$246K +$233K +5,893 New
GHAM
1980
Gilman Hill Asset Management
Connecticut
$245K -$39.5K -1,000 -15%
OFG
1981
Oxford Financial Group
Indiana
$245K -$103K -2,619 -31%
CFP
1982
Cascade Financial Partners
California
$245K -$829 -21 -0.4%
FF
1983
Farrell Financial
New York
$244K +$79 +2 +0%
CT
1984
Clearstead Trust
Maine
$244K – – –
CPA
1985
Cardiff Park Advisors
California
$244K -$1.93K -49 -0.8%
ACM
1986
Aljian Capital Management
Nevada
$244K +$230K +5,834 New
TPW
1987
Talon Private Wealth
Florida
$244K +$230K +5,833 New
AFWM
1988
Abich Financial Wealth Management
Virginia
$243K +$10.3K +260 +5%
YWM
1989
Yoder Wealth Management
California
$243K – – –
MA
1990
Montag & Associates
Georgia
$243K +$355 +9 +0.2%
UFA
1991
US Financial Advisors
Massachusetts
$243K +$16.6K +420 +8%
COCM
1992
Charter Oak Capital Management
New Hampshire
$242K +$229K +5,794 New
MHR
1993
Matthew Hamilton Rosenberg
$242K +$2.57K +65 +1%
WG
1994
Welch Group
Alabama
$241K -$23.7K -600 -9%
OWA
1995
Octavia Wealth Advisors
Ohio
$241K -$14.7K -373 -6%
WCA
1996
Waypoint Capital Advisors
Minnesota
$240K +$22.9K +579 +11%
TW
1997
TrinityPoint Wealth
Connecticut
$240K +$227K +5,746 New
EGWAG
1998
Elwood & Goetz Wealth Advisory Group
Georgia
$239K – – –
HIG
1999
Heritage Investment Group
Florida
$239K -$49.7K -1,260 -18%
TWA
2000
Talisman Wealth Advisors
New Jersey
$239K -$1.38K -35 -0.6%
78 79
80
81 82