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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2001
Trust Company
Kansas
$214K – – –
CWM
2002
Connecticut Wealth Management
Connecticut
$213K -$23.5K -491 -11%
SWMG
2003
Strategic Wealth Management Group
Maryland
$213K +$195K +4,063 New
HA
2004
HC Advisors
Georgia
$213K +$195K +4,064 New
EAMA
2005
EFG Asset Management (Americas)
Florida
$213K +$195K +4,068 New
PK
2006
Pflug Koory
Nebraska
$212K -$3.59K -75 -2%
HL
2007
HeadInvest LLC
Maine
$212K +$193K +4,037 New
WF
2008
WoodTrust Financial
Wisconsin
$212K +$194K +4,050 New
PBO
2009
Peoples Bank (Ohio)
Ohio
$212K +$194K +4,053 New
AC
2010
Alley Company
Illinois
$211K -$30.5K -636 -14%
PIA
2011
Perennial Investment Advisors
California
$209K +$191K +3,980 New
WAM
2012
WNY Asset Management
New York
$209K +$193K +4,030 New
AWM
2013
Affinity Wealth Management
Delaware
$209K +$205K +4,269 New
SWM
2014
Stockman Wealth Management
Montana
$208K +$190K +3,970 New
D
2015
Diversified
Delaware
$208K +$215K +4,497 New
TWP
2016
Treybourne Wealth Planners
Indiana
$207K +$189K +3,942 New
MSA
2017
Marino Stram & Associates
Massachusetts
$207K +$190K +3,958 New
CFP
2018
Curran Financial Partners
South Carolina
$207K +$190K +3,959 New
SPI
2019
Santori & Peters Inc
Pennsylvania
$207K +$193K +4,027 New
RIM
2020
Redwood Investment Management
Arizona
$206K -$42.1K -878 -18%
SN
2021
Sittner & Nelson
Oregon
$206K +$188K +3,930 New
BSSFA
2022
Baron Silver Stevens Financial Advisors
Florida
$206K +$189K +3,944 New
WBG
2023
Wharton Business Group
Pennsylvania
$205K +$187K +3,903 New
KFGK
2024
Keystone Financial Group (Kentucky)
Kentucky
$205K +$187K +3,908 New
FG
2025
Foster Group
Iowa
$205K +$192K +4,013 New
79 80
81
82 83