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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2001
Insight Advisors
Pennsylvania
$214K -$16.4K -382 -7%
1W
2002
1776 Wealth
Georgia
$214K -$13.2K -307 -5%
SIMG
2003
Sonora Investment Management Group
Arizona
$214K +$6.65K +155 +3%
BPFA
2004
Barnes Pettey Financial Advisors
Mississippi
$213K – – –
BCMLT
2005
Beacon Capital Management LLC (Tennessee)
Tennessee
$213K – – –
IWP
2006
Innova Wealth Partners
Pennsylvania
$213K – – –
PR
2007
Payden & Rygel
California
$212K -$1.23M -28,665 -84%
FH
2008
FWG Holdings
Florida
$212K -$73.8K -1,720 -24%
BWG
2009
Beta Wealth Group
California
$212K +$4.29K +100 +2%
SFG
2010
StrategIQ Financial Group
Indiana
$212K +$4.84K +113 +2%
SICM
2011
Sustainable Insight Capital Management
New York
$212K +$17.2K +400 +9%
WCA
2012
Waypoint Capital Advisors
Minnesota
$211K -$21.4K -498 -8%
MPCG
2013
Matrix Private Capital Group
New York
$211K +$11.6K +270 +5%
TFA
2014
Triad Financial Advisors
North Carolina
$210K -$21.9K -511 -9%
BO
2015
BRR OpCo
Ohio
$210K +$11K +256 +5%
FFA
2016
Founders Financial Alliance
North Carolina
$209K -$175K -4,072 -43%
SIG
2017
Sargent Investment Group
Maryland
$209K -$55.7K -1,300 -20%
WW
2018
Waterfront Wealth
Kansas
$209K +$129 +3 +0.1%
CAL
2019
Capital Advisors Ltd
Ohio
$208K -$98.7K -2,301 -30%
BFA
2020
Beacon Financial Advisory
Ohio
$207K -$8.32K -194 -4%
FAFN
2021
First Affirmative Financial Network
Colorado
$207K +$6.86K +160 +3%
AP
2022
Arlington Partners
Alabama
$207K +$143K +3,331 +171%
BWA
2023
BDO Wealth Advisors
Florida
$206K -$30.9K -720 -12%
WB
2024
Webster Bank
Connecticut
$206K – – –
ECG
2025
Edge Capital Group
Georgia
$205K -$2.74M -63,850 -98%
79 80
81
82 83