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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
2001
Citizens & Northern Corp
Pennsylvania
– -$303K -10,554 Closed
LIA
2002
LS Investment Advisors
Michigan
– -$302K -10,524 Closed
SMH
2003
Sanders Morris Harris
Texas
– -$298K -10,377 Closed
WC
2004
Waterloo Capital
Texas
– -$296K -10,299 Closed
PFM
2005
Patton Fund Management
Texas
– -$295K -10,287 Closed
AWM
2006
Angeles Wealth Management
California
– -$293K -10,211 Closed
AL
2007
ARWA LLC
Texas
– -$285K -10,053 Closed
CMF
2008
Counterpoint Mutual Funds
California
– -$285K -9,938 Closed
APP
2009
Avantax Planning Partners
Iowa
– -$284K -9,899 Closed
PFWA
2010
Paces Ferry Wealth Advisors
Georgia
– -$280K -9,739 Closed
WC
2011
Wolfstich Capital
Massachusetts
– -$281K -9,727 Closed
JWM
2012
Jeppson Wealth Management
California
– -$273K -9,522 Closed
DIM
2013
DC Investments Management
Virginia
– -$271K -9,456 Closed
TGIA
2014
Torrey Growth & Income Advisors
California
– -$269K -9,435 Closed
PTP
2015
Platform Technology Partners
New York
– -$269K -9,359 Closed
TIA
2016
Traphagen Investment Advisors
New Jersey
– -$268K -9,351 Closed
BFG
2017
Berger Financial Group
Minnesota
– -$267K -9,316 Closed
PWM
2018
Pines Wealth Management
North Carolina
– -$267K -9,307 Closed
FWTB
2019
First Western Trust Bank
Colorado
– -$266K -9,256 Closed
JTWM
2020
Jackson Thornton Wealth Management
Alabama
– -$257K -9,216 Closed
AIM
2021
Athena Investment Management
California
– -$264K -9,179 Closed
ACGA
2022
Atlanta Consulting Group Advisors
Georgia
– -$263K -9,148 Closed
TGAM
2023
TBH Global Asset Management
Tennessee
– -$263K -9,147 Closed
IGGA
2024
Iron Gate Global Advisors
Utah
– -$261K -9,092 Closed
MW
2025
Marble Wealth
Alabama
– -$253K -8,817 Closed
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