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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2001
JNBA Financial Advisors
Minnesota
$215K +$11.8K +246 +6%
TC
2002
Trust Company
Kansas
$214K – – –
CWM
2003
Connecticut Wealth Management
Connecticut
$213K -$23.5K -491 -11%
SWMG
2004
Strategic Wealth Management Group
Maryland
$213K +$195K +4,063 New
HA
2005
HC Advisors
Georgia
$213K +$195K +4,064 New
EAMA
2006
EFG Asset Management (Americas)
Florida
$213K +$195K +4,068 New
PK
2007
Pflug Koory
Nebraska
$212K -$3.59K -75 -2%
HL
2008
HeadInvest LLC
Maine
$212K +$193K +4,037 New
WF
2009
WoodTrust Financial
Wisconsin
$212K +$194K +4,050 New
PBO
2010
Peoples Bank (Ohio)
Ohio
$212K +$194K +4,053 New
AC
2011
Alley Company
Illinois
$211K -$30.5K -636 -14%
PIA
2012
Perennial Investment Advisors
California
$209K +$191K +3,980 New
WAM
2013
WNY Asset Management
New York
$209K +$193K +4,030 New
AWM
2014
Affinity Wealth Management
Delaware
$209K +$205K +4,269 New
SWM
2015
Stockman Wealth Management
Montana
$208K +$190K +3,970 New
D
2016
Diversified
Delaware
$208K +$215K +4,497 New
TWP
2017
Treybourne Wealth Planners
Indiana
$207K +$189K +3,942 New
MSA
2018
Marino Stram & Associates
Massachusetts
$207K +$190K +3,958 New
CFP
2019
Curran Financial Partners
South Carolina
$207K +$190K +3,959 New
SPI
2020
Santori & Peters Inc
Pennsylvania
$207K +$193K +4,027 New
RIM
2021
Redwood Investment Management
Arizona
$206K -$42.1K -878 -18%
SN
2022
Sittner & Nelson
Oregon
$206K +$188K +3,930 New
BSSFA
2023
Baron Silver Stevens Financial Advisors
Florida
$206K +$189K +3,944 New
WBG
2024
Wharton Business Group
Pennsylvania
$205K +$187K +3,903 New
KFGK
2025
Keystone Financial Group (Kentucky)
Kentucky
$205K +$187K +3,908 New
79 80
81
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