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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
Jeppson Wealth Management
California
$250K – – –
RFG
2002
Range Financial Group
Oregon
$250K +$8.46K +145 +3%
ASBI
2003
American State Bank (Iowa)
Iowa
$250K +$29.2K +500 +13%
PG
2004
Pendal Group
Australia
$249K – – –
ODCM
2005
Old Dominion Capital Management
Virginia
$248K – – –
NCM
2006
Noesis Capital Mangement
Florida
$248K +$259K +4,443 New
ATC
2007
Adirondack Trust Company
New York
$247K -$5.83K -100 -2%
SNT
2008
Security National Trust
West Virginia
$247K – – –
EM
2009
Excalibur Management
Massachusetts
$247K +$2.51K +43 +1%
QWM
2010
Quaker Wealth Management
New Jersey
$247K +$257K +4,415 New
MA
2011
Mezzasalma Advisors
New Jersey
$246K – – –
FPWM
2012
FSB Premier Wealth Management
Iowa
$246K +$257K +4,400 New
PO
2013
Private Ocean
California
$245K -$91.4K -1,568 -26%
SWP
2014
ShoreHaven Wealth Partners
New Jersey
$245K -$14.3K -246 -5%
HTHT
2015
Hemenway Trust Hemenway Trust
New Hampshire
$244K – – –
BW
2016
Bison Wealth
Georgia
$243K -$48.6K -833 -16%
HI
2017
Hendershot Investments
Virginia
$243K – – –
JC
2018
Jacobs & Co
California
$243K – – –
BCP
2019
Berkeley Capital Partners
Georgia
$243K +$15K +257 +6%
CCM
2020
Condor Capital Management
New Jersey
$243K +$253K +4,344 New
AGA
2021
Arkos Global Advisors
Texas
$241K -$13.2K -227 -5%
CAC
2022
Certified Advisory Corp
Florida
$241K +$25.3K +434 +11%
CWM
2023
Connecticut Wealth Management
Connecticut
$241K +$26.3K +451 +12%
TPW
2024
Tiller Private Wealth
Pennsylvania
$241K +$251K +4,303 New
PCIA
2025
Prime Capital Investment Advisors
Kansas
$240K -$105K -1,804 -30%
79 80
81
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