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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2001
Waypoint Capital Advisors
Minnesota
$212K -$18.2K -458 -8%
BMC
2002
Benin Management Corp
Connecticut
$210K -$11K -276 -5%
SMWM
2003
Silvia McColl Wealth Management
California
$210K +$201K +5,060 New
AFP
2004
Alpha Financial Partners
Kentucky
$209K +$200K +5,024 New
WAG
2005
Wallace Advisory Group
California
$209K – – –
CF
2006
Centaurus Financial
California
$206K -$182K -4,594 -48%
TFA
2007
Triad Financial Advisors
North Carolina
$206K +$197K +4,958 New
LRWA
2008
Long Run Wealth Advisors
New York
$206K +$197K +4,955 New
CAM
2009
Cozad Asset Management
Illinois
$206K +$197K +4,954 New
SRC
2010
Shufro Rose & Co
New York
$206K -$118K -2,982 -38%
HP
2011
Hilltop Partners
Indiana
$205K +$196K +4,933 New
JSW
2012
Journey Strategic Wealth
New Jersey
$205K -$193K -4,859 -50%
CBA
2013
Coastal Bridge Advisors
Connecticut
$205K +$196K +4,924 New
MSFP
2014
Mark Sheptoff Financial Planning
Connecticut
$205K – – –
WAL
2015
W Advisors LLC
Tennessee
$204K +$195K +4,906 New
VFP
2016
Verus Financial Partners
Virginia
$204K -$15.5K -391 -8%
DFG
2017
Demars Financial Group
Washington
$203K +$194K +4,897 New
CAL
2018
Capital Advisors Ltd
Ohio
$203K +$99.7K +2,510 +106%
CAM
2019
Campion Asset Management
Virginia
$203K +$194K +4,885 New
BBPWM
2020
Blue Bell Private Wealth Management
Pennsylvania
$203K +$151K +3,814 +359%
AWM
2021
AAF Wealth Management
Massachusetts
$202K +$193K +4,869 New
DE
2022
Day & Ennis
Georgia
$202K +$193K +4,866 New
LWMG
2023
Levy Wealth Management Group
Pennsylvania
$202K +$193K +4,865 New
NHT
2024
New Hampshire Trust
New Hampshire
$202K – – –
LCM
2025
Landscape Capital Management
New Jersey
$201K +$192K +4,846 New
79 80
81
82 83