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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1101
Canandaigua National Bank & Trust
New York
$461K +$485K +18,780 New
LA
1102
Lifeworks Advisors
Michigan
$461K -$118K -4,572 -20%
GWP
1103
Gateway Wealth Partners
Wisconsin
$456K -$213K -8,258 -31%
EI
1104
EDMP Inc
Florida
$454K +$69.4K +2,688 +17%
CANC
1105
Culbertson A N & Co
Virginia
$453K +$6.66K +258 +1%
MWM
1106
Modera Wealth Management
New Jersey
$453K -$1.93M -74,871 -80%
MSFS
1107
Main Street Financial Solutions
Pennsylvania
$452K -$20.9K -809 -4%
KIG
1108
Kennedy Investment Group
New Jersey
$452K +$4.49K +174 +1%
MPWS
1109
McCarter Private Wealth Services
Massachusetts
$450K +$113K +4,360 +31%
IF
1110
Intrua Financial
Texas
$449K -$169K -6,567 -26%
AL
1111
Aspiriant LLC
California
$447K +$63.4K +2,456 +16%
SF
1112
Symphony Financial
Texas
$446K -$34.2K -1,327 -7%
HTC
1113
Haverford Trust Company
Pennsylvania
$446K -$86.6K -3,355 -16%
VIM
1114
VELA Investment Management
Ohio
$445K +$148K +5,739 +46%
JMFC
1115
J.M. Forbes & Co
Massachusetts
$445K +$45.2K +1,750 +11%
FPAS
1116
Focus Partners Advisor Solutions
Missouri
$444K -$969K -37,535 -67%
SFG
1117
SNS Financial Group
Minnesota
$443K +$466K +18,039 New
VFA
1118
Valeo Financial Advisors
Indiana
$441K -$183K -7,072 -28%
PTC
1119
Private Trust Company
Ohio
$441K -$51K -1,976 -10%
HWMO
1120
Heritage Wealth Management (Ohio)
Ohio
$440K +$52 +2 +0%
FFA
1121
Florida Financial Advisors
Florida
$439K +$37.1K +1,439 +9%
DE
1122
Diversified Enterprises
Delaware
$437K -$38.1K -1,477 -8%
UBV
1123
United Bank (Virginia)
Virginia
$437K +$120K +4,640 +35%
FNT
1124
First Nebraska Trust
Nebraska
$436K – – –
NI
1125
Natural Investments
California
$435K +$24K +931 +6%
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45
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