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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2001
Birchwood Financial Partners
Minnesota
$4.13K – – –
SMBT
2002
Southern Michigan Bank & Trust
Michigan
$4.13K +$4.31K +144 New
NWM
2003
Navigoe Wealth Management
California
$4K – – –
RBC
2004
Roble Belko & Company
Pennsylvania
$4K – – –
ACA
2005
American Capital Advisory
Idaho
$3.99K -$60.4K -2,019 -94%
DCM
2006
Davis Capital Management
Florida
$3.96K -$77.4K -2,588 -95%
FDCP
2007
Foster Dykema Cabot & Partners
Massachusetts
$3.93K – – –
DF
2008
Dunhill Financial
United Kingdom
$3.71K +$299 +10 +8%
1CP
2009
1015 Capital Partners
Pennsylvania
$3.62K +$389 +13 +12%
PWA
2010
Portus Wealth Advisors
North Carolina
$3.59K +$3.74K +125 New
EAM
2011
Eukles Asset Management
Ohio
$3.44K – – –
SGFG
2012
Silver Grove Financial Group
New York
$3.44K +$3.59K +120 New
WA
2013
WestEnd Advisors
North Carolina
$3.39K – – –
CAIM
2014
Catherine Avery Investment Management
Florida
$3.3K – – –
BAM
2015
Bellevue Asset Management
Washington
$3.27K – – –
LAS
2016
Lloyd Advisory Services
Georgia
$3.24K -$13.3K -446 -80%
KFG
2017
Kingdom Financial Group
Arizona
$3.24K +$1.29K +43 +61%
KCM
2018
Key Capital Management
Tennessee
$3.1K -$1.47K -49 -31%
SVCP
2019
Silicon Valley Capital Partners
California
$3.08K +$3.17K +106 +10,600%
BWM
2020
Benson Wealth Management
Tennessee
$2.99K – – –
B
2021
Birchbrook
Maine
$2.99K – – –
UOTTAIMCU
2022
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.99K +$3.11K +104 New
MMCM
2023
Murphy & Mullick Capital Management
New York
$2.87K -$13.8K -462 -82%
KTC
2024
Kentucky Trust Company
Kentucky
$2.87K -$5.99K -200 -67%
MLA
2025
MB, Levis & Associates
Pennsylvania
$2.87K – – –
79 80
81
82 83