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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2001
Capital Advisors Ltd
Ohio
$205K +$31.1K +863 +18%
DI
2002
Diligent Investors
California
$205K -$10.1K -279 -5%
JCM
2003
Jacobsen Capital Management
Utah
$205K -$54.4K -1,507 -21%
EWA
2004
ERTS Wealth Advisors
Michigan
$204K -$25.6K -710 -11%
FTC
2005
Farmers Trust Company
Ohio
$204K – – –
CPA
2006
Cardiff Park Advisors
California
$203K -$11.7K -325 -6%
MSWM
2007
Mowery & Schoenfeld Wealth Management
Illinois
$203K +$30.9K +857 +18%
GIM
2008
Generali Investments Management
Slovenia
$203K – – –
AF
2009
Aviso Financial
Ontario, Canada
$203K -$13.4K -371 -6%
VFP
2010
Verus Financial Partners
Virginia
$203K +$212K +5,888 New
WAL
2011
W Advisors LLC
Tennessee
$203K +$198K +5,488 New
WCA
2012
Westover Capital Advisors
Delaware
$202K +$198K +5,477 New
LGG
2013
Luts & Greenleigh Group
Maryland
$202K -$80.1K -2,220 -29%
AIA
2014
Armor Investment Advisors
North Carolina
$202K -$5.34K -148 -3%
WFS
2015
Widmann Financial Services
Maryland
$202K – – –
SRC
2016
Sage Rhino Capital
California
$201K -$16.2K -448 -8%
OBWG
2017
Onyx Bridge Wealth Group
New York
$200K -$19.9K -551 -9%
EPIM
2018
Evelyn Partners Investment Management
$200K – – –
OC
2019
Oakworth Capital
Alabama
$197K -$52.7K -1,460 -21%
SWA
2020
Serenus Wealth Advisors
California
$193K +$4.34M +120,325 +180%
SIM
2021
Studio Investment Management
Illinois
$192K -$179K -4,954 -49%
BONH
2022
Bank of New Hampshire
New Hampshire
$190K -$24K -665 -11%
CH
2023
Canton Hathaway
Rhode Island
$189K – – –
CFD
2024
Creative Financial Designs
Indiana
$187K +$14.3K +396 +8%
WF
2025
Wayfinding Financial
Washington
$185K -$11K -305 -6%
79 80
81
82 83