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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
2001
J. Safra Asset Management
New York
$8.67K -$5.99K -210 -42%
MW
2002
Merited Wealth
Florida
$8.67K +$8.28K +290 New
BIM
2003
Breakwater Investment Management
Washington
$8.58K +$571 +20 +7%
NSG
2004
Nalls Sherbakoff Group
Tennessee
$8.31K -$9.99K -350 -56%
MAFA
2005
MJT & Associates Financial Advisory
Minnesota
$8.07K – – –
RF
2006
Robinswood Financial
Washington
$8.04K +$86 +3 +1%
CW
2007
Curio Wealth
Maryland
$7.98K +$2.17K +76 +40%
EWM
2008
Evolution Wealth Management
Florida
$7.98K +$7.22K +253 +1,807%
MSWA
2009
Marshall & Sterling Wealth Advisors
New York
$7.89K -$12K -421 -61%
SAM
2010
Sherman Asset Management
California
$7.71K – – –
AFC
2011
Ares Financial Consulting
California
$7.55K +$7.22K +253 New
AIC
2012
Archer Investment Corporation
Indiana
$7.48K -$34.4K -1,204 -83%
AWA
2013
American Wealth Advisors
Georgia
$7.29K – – –
SC
2014
Steph & Co
Wisconsin
$7.17K -$10.9K -383 -61%
IW
2015
Imprint Wealth
South Carolina
$7.08K -$17.2K -602 -72%
DI
2016
DAGCO Inc
Ohio
$6.99K – – –
NI
2017
NCP Inc
California
$6.92K +$6.59K +231 New
TCM
2018
Tradewinds Capital Management
Washington
$6.88K – – –
TSMHT
2019
Thurston Springer Miller Herd & Titak
Indiana
$6.78K -$110K -3,847 -94%
GWS
2020
Greykasell Wealth Strategies
California
$6.7K -$10.3K -360 -62%
DWM
2021
Dogwood Wealth Management
Kansas
$6.64K +$1.91K +67 +43%
NRWA
2022
North Ridge Wealth Advisors
Oregon
$6.63K – – –
JWM
2023
Jessup Wealth Management
Ohio
$6.48K +$6.19K +217 New
CWM
2024
Consultiva Wealth Management
Puerto Rico
$6.22K -$13.7K -480 -70%
NL
2025
Navalign LLC
California
$6.19K +$5.91K +207 New
79 80
81
82 83