We are live on ! Find out more
CMCSA icon

Comcast
CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
2001
Private Portfolio Partners
New Jersey
$235K +$8.76K +211 +3%
HIM
2002
Hanlon Investment Management
New Jersey
$235K -$12.3K -297 -5%
LSIA
2003
LaSalle St. Investment Advisors
Illinois
$235K -$30.1K -725 -10%
NW
2004
Naviter Wealth
Arkansas
$235K -$476K -11,472 -65%
EWA
2005
ERTS Wealth Advisors
Michigan
$234K -$39.3K -948 -13%
DIP
2006
DT Investment Partners
Pennsylvania
$234K -$62.1K -1,496 -19%
RFW
2007
Rainier Family Wealth
Washington
$234K +$259K +6,231 New
FG
2008
Foster Group
Iowa
$234K -$21.8K -525 -8%
TSW
2009
Thompson Siegel & Walmsley
Virginia
$233K -$2.08K -50 -0.8%
VPP
2010
Vertex Planning Partners
Illinois
$233K +$258K +6,204 New
AP
2011
Appleton Partners
Massachusetts
$232K -$7.55K -182 -3%
CCC
2012
Compass Capital Corp
Massachusetts
$232K +$257K +6,180 New
GAM
2013
Grandview Asset Management
Pennsylvania
$231K -$62.3K -1,500 -20%
PMSA
2014
Patrick M. Sweeney & Associates
Illinois
$231K +$42 +1 +0%
SGK
2015
Steigerwald Gordon & Koch
Virginia
$231K +$2.53K +61 +1%
FFA
2016
Fi3 Financial Advisors
Indiana
$228K +$38K +916 +18%
IBOK
2017
Independence Bank of Kentucky
Kentucky
$227K +$19.7K +475 +9%
SWP
2018
Semus Wealth Partners
Florida
$227K -$747 -18 -0.3%
EWS
2019
Eagle Wealth Strategies
New Jersey
$226K -$1.87K -45 -0.7%
FB
2020
First Bancorp
Maine
$225K -$47.9K -1,154 -16%
OWA
2021
Octavia Wealth Advisors
Ohio
$225K +$8.88K +214 +4%
OBWG
2022
Onyx Bridge Wealth Group
New York
$224K +$1.91K +46 +0.8%
BAM
2023
BTS Asset Management
Massachusetts
$224K +$248K +5,973 New
AFM
2024
Aspetuck Financial Management
Connecticut
$224K +$248K +5,970 New
ASG
2025
Ariston Services Group
California
$224K +$1.33K +32 +0.5%
79 80
81
82 83