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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2001
Arlington Partners
Alabama
$117K -$14.9K -450 -12%
IAS
2002
IMA Advisory Services
Colorado
$117K – – –
CSWM
2003
Cassady Schiller Wealth Management
Ohio
$117K +$111K +3,349 New
OCM
2004
Orion Capital Management
California
$115K -$22.8K -689 -17%
ACM
2005
AUA Capital Management
Pennsylvania
$115K -$11.6K -350 -10%
AF
2006
Arrow Financial
New York
$113K – – –
PP
2007
PFS Partners
New Jersey
$113K +$364 +11 +0.3%
CP
2008
Castleview Partners
Texas
$112K +$1.22K +37 +1%
HIIFS
2009
Harel Insurance Investments & Financial Services
Israel
$107K -$2.98K -90 -3%
WPWM
2010
Western Pacific Wealth Management
Illinois
$104K +$37.5K +1,135 +61%
AWM
2011
AllSquare Wealth Management
New York
$103K +$10K +303 +11%
MWM
2012
Mascoma Wealth Management
New Hampshire
$103K -$16.1K -486 -14%
SC
2013
Seldon Capital
California
$102K – – –
AF
2014
Affiance Financial
Minnesota
$102K +$96.3K +2,911 New
HI
2015
Hoey Investments
Pennsylvania
$99.9K – – –
SOW
2016
State of Wyoming
Wyoming
$98.1K +$65.2K +1,971 +237%
CHC
2017
City Holding Co
West Virginia
$97.4K -$39.7K -1,199 -30%
CB
2018
Centennial Bank
Arkansas
$94.9K +$89.8K +2,714 New
CFD
2019
Creative Financial Designs
Indiana
$94.6K -$11.5K -348 -11%
CI
2020
Cordant Inc
Oregon
$94.4K – – –
NIC
2021
Northwest Investment Counselors
Oregon
$93.2K +$36.6K +1,105 +71%
ONST
2022
Old North State Trust
North Carolina
$93K – – –
SCA
2023
Stuart Chaussee & Associates
California
$90.9K – – –
APF
2024
Alaska Permanent Fund
Alaska
$89K -$16.3K -494 -16%
ACM
2025
Antonetti Capital Management
Florida
$88.2K +$6.68K +202 +9%
79 80
81
82 83