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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2551
Sterling Financial Planning
New Jersey
– -$131K -2,338 Closed
WLPWM
2552
Walled Lake Planning & Wealth Management
Illinois
– -$120K -2,143 Closed
LPIC
2553
LeJeune Puetz Investment Counsel
Michigan
– -$104K -1,859 Closed
ARIS
2554
Advanced Research Investment Solutions
California
– -$98.8K -1,767 Closed
APWA
2555
Atlas Private Wealth Advisors
New Jersey
– -$95K -1,706 Closed
SAI
2556
Systematic Alpha Investments
New Jersey
– -$84K -1,643 Closed
EWA
2557
Evolution Wealth Advisors
Florida
– -$89K -1,592 Closed
CDIA
2558
Capital Directions Investment Advisors
Georgia
– -$88K -1,572 Closed
TC
2559
Tacita Capital
Ontario, Canada
– -$78.6K -1,509 Closed
BMD
2560
Better Money Decisions
New Mexico
– -$81K -1,450 Closed
RA
2561
Resolute Advisors
California
– -$66K -1,186 Closed
GPA
2562
Guidance Point Advisors
Massachusetts
– -$47K -844 Closed
RIA
2563
RPG Investment Advisory
California
– -$45K -800 Closed
AL
2564
ADE LLC
Maryland
– -$39K -705 Closed
HFM
2565
Harvest Fund Management
China
– -$37K -670 Closed
RTL
2566
Red Tortoise LLC
Georgia
– -$15K -512 Closed
AWM
2567
Avondale Wealth Management
Texas
– -$24K -436 Closed
NWM
2568
Navigation Wealth Management
Colorado
– -$8K -133 Closed
CFA
2569
Cahill Financial Advisors
Minnesota
– -$7K -123 Closed
JPLA
2570
Joseph P. Lucia & Associates
New York
– -$3K -62 Closed
RF
2571
Robbins Farley
New Hampshire
– -$3K -48 Closed
CPFP
2572
Clear Perspectives Financial Planning
Ohio
– -$2K -33 Closed
DFCM
2573
Dark Forest Capital Management
Puerto Rico
– +$208 +4 New
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