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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WMS Partners
Maryland
$224K -$64.1K -1,637 -22%
EGWAG
2002
Elwood & Goetz Wealth Advisory Group
Georgia
$224K – – –
ECM
2003
Estabrook Capital Management
New York
$223K -$78K -1,994 -26%
VP
2004
Verum Partners
North Carolina
$222K +$10.4K +267 +5%
HBW
2005
Hazlett, Burt & Watson
West Virginia
$221K -$33.7K -860 -13%
HC
2006
Hara Capital
Washington
$220K -$2.04K -52 -0.9%
EPP
2007
ETF Portfolio Partners
Kansas
$220K – – –
WP
2008
WealthShield Partners
North Carolina
$220K -$814K -20,791 -79%
MHR
2009
Matthew Hamilton Rosenberg
$218K -$29.9K -764 -12%
CFD
2010
Creative Financial Designs
Indiana
$218K +$157 +4 +0.1%
AFWM
2011
Abich Financial Wealth Management
Virginia
$218K +$218K +5,566 +185,533%
JSA
2012
Jacobson & Schmitt Advisors
Wisconsin
$218K +$218K +5,564 New
FF
2013
Farrell Financial
New York
$218K +$39 +1 +0%
FFG
2014
Fiduciary Financial Group
California
$218K +$215K +5,494 New
MPI
2015
Mairs & Power Inc
Minnesota
$217K -$49.7K -1,269 -19%
FLI
2016
Family Legacy Inc
South Carolina
$217K +$3.91K +100 +2%
FL
2017
Fort LP
Maryland
$217K +$217K +5,551 New
CAM
2018
Cozad Asset Management
Illinois
$217K +$26.8K +684 +14%
CC
2019
Callan Capital
California
$217K +$217K +5,540 New
FG
2020
Foster Group
Iowa
$217K -$18.5K -472 -8%
FNWM
2021
Financial Network Wealth Management
Utah
$216K +$217K +5,533 New
SP
2022
Successful Portfolios
Florida
$216K +$39 +1 +0%
NRG
2023
Nemes Rush Group
Michigan
$216K -$29.6K -756 -12%
SLC
2024
Second Line Capital
Louisiana
$215K +$215K +5,502 New
VC
2025
Veracity Capital
Georgia
$215K -$33.6K -858 -14%
79 80
81
82 83