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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFS
1976
A&I Financial Services
Colorado
$212K – – –
MAWA
1977
Moss Adams Wealth Advisors
Washington
$212K -$89.8K -2,489 -30%
NW
1978
Naviter Wealth
Arkansas
$212K -$16.9K -469 -7%
AMG
1979
Asset Management Group
Connecticut
$212K +$830 +23 +0.4%
WG
1980
Welch Group
Alabama
$211K +$208K +5,775 New
EGWAG
1981
Elwood & Goetz Wealth Advisory Group
Georgia
$211K -$433 -12 -0.2%
FC
1982
Forte Capital
New York
$211K +$206K +5,718 New
FNFDCM
1983
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$211K -$21.6K -600 -9%
CPIA
1984
Cornell Pochily Investment Advisors
New York
$211K +$206K +5,707 New
EWS
1985
Eagle Wealth Strategies
New Jersey
$211K -$11.4K -315 -5%
NCM
1986
Narwhal Capital Management
Georgia
$210K – – –
PIMG
1987
Patriot Investment Management Group
Tennessee
$210K -$3.21K -89 -2%
SIS
1988
Sound Income Strategies
Florida
$209K +$81.8K +2,267 +67%
WAAG
1989
Wealth Alliance Advisory Group
Kansas
$209K -$27.9K -774 -12%
FPW
1990
Flywheel Private Wealth
California
$209K – – –
TWM
1991
Tradition Wealth Management
Minnesota
$208K -$5.09K -141 -2%
TWA
1992
Talisman Wealth Advisors
New Jersey
$208K +$203K +5,633 New
EPP
1993
ETF Portfolio Partners
Kansas
$208K – – –
FA
1994
Fermata Advisors
California
$207K -$78.2K -2,167 -28%
CCC
1995
Compass Capital Corp
Massachusetts
$206K – – –
CA
1996
Capital Advantage
California
$206K – – –
PCFFS
1997
Pacific Center for Financial Services
California
$206K +$649 +18 +0.3%
SWP
1998
Semus Wealth Partners
Florida
$206K -$16.9K -469 -8%
BSSFA
1999
Baron Silver Stevens Financial Advisors
Florida
$205K -$58.9K -1,633 -23%
FF
2000
Farrell Financial
New York
$205K +$36 +1 +0%
78 79
80
81 82