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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2001
Cadence Bank
Mississippi
$284K -$8.36K -195 -3%
AMG
2002
Asset Management Group
Connecticut
$284K +$1.97K +46 +0.7%
AWM
2003
Angeles Wealth Management
California
$283K -$12.3K -288 -4%
KFI
2004
Key Financial Inc
Pennsylvania
$283K -$26.4K -616 -9%
MWM
2005
MGB Wealth Management
Texas
$282K +$275K +6,415 New
KBG
2006
Kahn Brothers Group
New York
$281K +$5.92K +138 +2%
FDDB
2007
Fidelity D&D Bancorp
Pennsylvania
$281K -$7.54K -176 -3%
OWA
2008
Octavia Wealth Advisors
Ohio
$280K -$79.3K -1,849 -22%
FA
2009
Fagan Associates
New York
$280K +$43 +1 +0%
PIA
2010
Panoramic Investment Advisors
Colorado
$280K -$13.1K -305 -5%
ACP
2011
Arcus Capital Partners
Georgia
$279K – – –
AWAU
2012
Alliance Wealth Advisors (Utah)
Utah
$279K -$11.7K -272 -4%
IP
2013
Ignite Planners
California
$279K -$40.2K -939 -13%
HBW
2014
Hazlett, Burt & Watson
West Virginia
$278K -$6.09K -142 -2%
WF
2015
Wayfinding Financial
Washington
$278K -$3.34K -78 -1%
WTA
2016
Washington Trust Advisors
Massachusetts
$278K -$16.5K -386 -6%
MFG
2017
Magnus Financial Group
New York
$278K -$12.5K -291 -4%
WP
2018
WMS Partners
Maryland
$278K -$388K -9,064 -59%
BBW
2019
Blue Barn Wealth
Utah
$277K -$69.2K -1,615 -20%
HWM
2020
Hemington Wealth Management
Virginia
$277K -$27K -630 -9%
CWM
2021
Cornerstone Wealth Management
Missouri
$277K -$59.4K -1,385 -18%
SSW
2022
Smith Shellnut Wilson
Mississippi
$276K – – –
OWA
2023
One Wealth Advisors
California
$276K +$1.46K +34 +0.5%
PIA
2024
Perennial Investment Advisors
California
$275K -$80.6K -1,881 -23%
SCA
2025
Stonebridge Capital Advisors
Minnesota
$275K -$143K -3,326 -35%
79 80
81
82 83