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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
2001
Financial Gravity Asset Management
Texas
$8.85K -$29 -1 -0.3%
SG
2002
Sankala Group
Colorado
$8.82K +$8.13K +285 New
JGCM
2003
Joseph Group Capital Management
Ohio
$8.7K +$8.3K +291 New
JSAM
2004
J. Safra Asset Management
New York
$8.67K -$5.99K -210 -42%
MW
2005
Merited Wealth
Florida
$8.67K +$8.28K +290 New
BIM
2006
Breakwater Investment Management
Washington
$8.58K +$571 +20 +7%
NSG
2007
Nalls Sherbakoff Group
Tennessee
$8.31K -$9.99K -350 -56%
MAFA
2008
MJT & Associates Financial Advisory
Minnesota
$8.07K – – –
RF
2009
Robinswood Financial
Washington
$8.04K +$86 +3 +1%
CW
2010
Curio Wealth
Maryland
$7.98K +$2.17K +76 +40%
EWM
2011
Evolution Wealth Management
Florida
$7.98K +$7.22K +253 +1,807%
MSWA
2012
Marshall & Sterling Wealth Advisors
New York
$7.89K -$12K -421 -61%
SAM
2013
Sherman Asset Management
California
$7.71K – – –
AFC
2014
Ares Financial Consulting
California
$7.55K +$7.22K +253 New
AIC
2015
Archer Investment Corporation
Indiana
$7.48K -$34.4K -1,204 -83%
AWA
2016
American Wealth Advisors
Georgia
$7.29K – – –
SC
2017
Steph & Co
Wisconsin
$7.17K -$10.9K -383 -61%
IW
2018
Imprint Wealth
South Carolina
$7.08K -$17.2K -602 -72%
DI
2019
DAGCO Inc
Ohio
$6.99K – – –
NI
2020
NCP Inc
California
$6.92K +$6.59K +231 New
TCM
2021
Tradewinds Capital Management
Washington
$6.88K – – –
TSMHT
2022
Thurston Springer Miller Herd & Titak
Indiana
$6.78K -$110K -3,847 -94%
GWS
2023
Greykasell Wealth Strategies
California
$6.7K -$10.3K -360 -62%
DWM
2024
Dogwood Wealth Management
Kansas
$6.64K +$1.91K +67 +43%
NRWA
2025
North Ridge Wealth Advisors
Oregon
$6.63K – – –
79 80
81
82 83