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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
Jeppson Wealth Management
California
$247K – – –
TVAMP
2002
Tennessee Valley Asset Management Partners
Tennessee
$247K +$5.23K +99 +2%
PAM
2003
Private Asset Management
California
$246K -$1.48K -28 -0.6%
DM
2004
Diker Management
New York
$246K – – –
IFAM
2005
Institutional & Family Asset Management
Colorado
$245K -$3.59K -68 -1%
BFG
2006
Bouchey Financial Group
New York
$245K – – –
5L
2007
55I LLC
Massachusetts
$244K +$238K +4,503 New
BA
2008
Bluesphere Advisors
Pennsylvania
$244K +$238K +4,509 New
WIA
2009
Westbourne Investment Advisors
Maryland
$242K -$29.6K -560 -11%
PBO
2010
Peoples Bank (Ohio)
Ohio
$242K +$21.9K +414 +10%
GAMA
2011
Graticule Asia Macro Advisors
New York
$242K +$236K +4,470 New
NIA
2012
Northstar Investment Advisors
Colorado
$241K – – –
TCOK
2013
Trust Company of Kansas
Kansas
$241K +$236K +4,460 New
BWA
2014
Burt Wealth Advisors
Maryland
$239K -$18.2K -344 -7%
SIC
2015
Salem Investment Counselors
North Carolina
$239K -$9.46K -179 -4%
GF
2016
Gries Financial
Ohio
$239K +$220K +4,169 New
D
2017
Diversified
Delaware
$238K -$4.86K -92 -2%
MA
2018
Mezzasalma Advisors
New Jersey
$238K – – –
SWMG
2019
Strategic Wealth Management Group
Maryland
$236K +$15.7K +298 +7%
FC
2020
Fusion Capital
South Carolina
$235K -$9.62K -182 -4%
FRA
2021
Frank Rimerman Advisors
California
$235K – – –
IFG
2022
Investors Financial Group
Minnesota
$235K +$12.5K +237 +6%
PK
2023
Pflug Koory
Nebraska
$235K +$16.3K +308 +8%
HI
2024
Hoey Investments
Pennsylvania
$234K -$26.4K -500 -10%
AA
2025
Apriem Advisors
California
$234K +$228K +4,319 New
79 80
81
82 83