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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
2001
Israel Discount Bank of New York
New York
$279K -$193K -4,480 -41%
PIA
2002
Panoramic Investment Advisors
Colorado
$277K – – –
MWM
2003
MGB Wealth Management
Texas
$277K – – –
ACM
2004
Advance Capital Management
Michigan
$277K -$104K -2,413 -27%
ACP
2005
Arcus Capital Partners
Georgia
$276K – – –
HWM
2006
Hemington Wealth Management
Virginia
$276K +$2.11K +49 +0.8%
EW
2007
Element Wealth
Mississippi
$276K -$51.9K -1,202 -16%
VC
2008
Veracity Capital
Georgia
$275K -$42.5K -986 -13%
H
2009
HoyleCohen
California
$275K +$4.92K +114 +2%
MAG
2010
MRA Advisory Group
New Jersey
$274K -$91.8K -2,127 -25%
MHR
2011
Matthew Hamilton Rosenberg
$274K -$10.3K -239 -4%
ACC
2012
Acorn Creek Capital
Colorado
$274K -$24.6K -571 -8%
FWP
2013
Falcon Wealth Planning
California
$274K +$27.5K +637 +11%
SB
2014
Sunflower Bank
Texas
$274K -$32.7K -758 -11%
WAG
2015
Winthrop Advisory Group
Massachusetts
$274K +$2.72K +63 +1%
EMAM
2016
Encompass More Asset Management
California
$273K +$272K +6,307 New
SSW
2017
Smith Shellnut Wilson
Mississippi
$273K – – –
OWA
2018
Octavia Wealth Advisors
Ohio
$273K -$4.62K -107 -2%
DCM
2019
Driehaus Capital Management
Illinois
$272K -$36.2K -840 -12%
GA
2020
Goldstein Advisors
Wisconsin
$272K -$111K -2,569 -29%
AC
2021
AlphaCore Capital
California
$272K +$270K +6,265 New
NRG
2022
Nemes Rush Group
Michigan
$272K -$19K -441 -7%
PFA
2023
Pathway Financial Advisors
Vermont
$271K -$173 -4 -0.1%
PIMG
2024
Patriot Investment Management Group
Tennessee
$271K +$86 +2 +0%
MS
2025
Maven Securities
Jersey
$271K +$270K +6,253 New
79 80
81
82 83