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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Centerpoint Advisors
Massachusetts
$24K +$134 +4 +0.5%
FFA
2002
Frazier Financial Advisors
Ohio
$23.4K – – –
GTAM
2003
Global Trust Asset Management
Florida
$23.4K – – –
HCM
2004
Hollencrest Capital Management
California
$23.1K – – –
WAS
2005
Winch Advisory Services
Wisconsin
$22K +$168 +5 +0.7%
RAM
2006
Ramirez Asset Management
New York
$22K – – –
MFT
2007
Moisand Fitzgerald Tamayo
Florida
$22K +$469 +14 +2%
AA
2008
Addison Advisors
Vermont
$21.7K -$59.4K -1,773 -72%
CWM
2009
Consultiva Wealth Management
Puerto Rico
$21.6K – – –
MSWA
2010
Marshall & Sterling Wealth Advisors
New York
$21.5K +$201 +6 +0.9%
CMA
2011
Cedar Mountain Advisors
Oregon
$21.5K +$20.4K +610 +824%
PC
2012
Promus Capital
Illinois
$21.1K – – –
FC
2013
Fairscale Capital
New Hampshire
$21K – – –
HWP
2014
Highline Wealth Partners
California
$21K +$11.8K +351 +111%
WWM
2015
Wolff Wiese Magana
California
$20.1K – – –
TCB
2016
Texas Capital Bancshares
Texas
$19.9K +$21.3K +634 New
TPBG
2017
Turning Point Benefit Group
Maryland
$19.9K +$21.5K +642 New
NSG
2018
Nalls Sherbakoff Group
Tennessee
$19.7K – – –
SC
2019
Steph & Co
Wisconsin
$19.6K +$1.01K +30 +5%
AEPWM
2020
Atlantic Edge Private Wealth Management
Florida
$18.9K – – –
AS
2021
Altshuler Shaham
Israel
$18.9K +$2.95K +88 +17%
GWSA
2022
Global Wealth Strategies & Associates
Colorado
$18.9K -$3.02K -90 -13%
CWM
2023
Crowley Wealth Management
Delaware
$18.9K – – –
GWS
2024
Greykasell Wealth Strategies
California
$18.3K – – –
KSB
2025
Kennebec Savings Bank
Maine
$18.3K – – –
79 80
81
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