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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1026
Atlas Capital Advisors
Wyoming
$966K +$2.52K +69 +0.2%
ADL
1027
Asset Dedication LLC
California
$961K -$38.2K -1,046 -4%
BAS
1028
Brown Advisory Securities
Maryland
$958K +$80.1K +2,193 +9%
GH
1029
GAM Holding
Switzerland
$958K +$446K +12,210 +77%
KWA
1030
KCS Wealth Advisory
California
$954K +$28K +766 +3%
AAIM
1031
American Assets Investment Management
California
$953K – – –
NL
1032
NWAM LLC
Washington
$947K -$78.6K -2,154 -7%
DWM
1033
Doyle Wealth Management
Florida
$945K -$66.4K -1,820 -6%
PTC
1034
Private Trust Company
Ohio
$943K +$216K +5,905 +27%
MFS
1035
Monetta Financial Services
Illinois
$936K – – –
KJWM
1036
Kiley Juergens Wealth Management
Washington
$934K +$17.5K +480 +2%
TP
1037
Truvvo Partners
New York
$930K -$51.5K -1,410 -5%
BMO
1038
Beck Mack & Oliver
New York
$930K – – –
CA
1039
Clearstead Advisors
Ohio
$930K +$11.9K +325 +1%
SIAP
1040
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$929K +$93.5K +2,561 +10%
VFPI
1041
Vantage Financial Partners (Illinois)
Illinois
$919K +$405K +11,100 +70%
LCH
1042
Lee Capital Holdings
New York
$919K +$768K +21,026 +352%
FMTC
1043
Farmers & Merchants Trust Company
California
$915K +$981K +26,873 New
RWA
1044
Ropes Wealth Advisors
Massachusetts
$914K -$13.3K -364 -1%
ACP
1045
Ashfield Capital Partners
California
$908K +$3.43K +94 +0.4%
NFC
1046
Northeast Financial Consultants
Connecticut
$908K +$973K +26,663 New
ADMI
1047
Albert D. Mason Inc
Massachusetts
$907K -$14.2K -390 -1%
PWAP
1048
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$905K +$47.3K +1,296 +5%
CS
1049
Comerica Securities
Michigan
$904K +$190K +5,195 +25%
RC
1050
Roundview Capital
New Jersey
$904K +$276K +7,559 +40%
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