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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1201
Sigma Planning Corp
Michigan
$510K -$35.6K -1,248 -7%
EWA
1202
Exit Wealth Advisors
Georgia
$509K +$486K +17,039 New
AL
1203
Aspiriant LLC
California
$509K -$86 -3 -0%
LW
1204
Linscomb Wealth
Texas
$508K -$275K -9,644 -36%
PTC
1205
Private Trust Company
Ohio
$508K -$281K -9,858 -37%
BAAM
1206
Baker Avenue Asset Management
California
$506K +$127K +4,457 +36%
OFS
1207
OneAscent Financial Services
Alabama
$506K -$205K -7,195 -30%
HIC
1208
Holderness Investments Company
North Carolina
$505K -$135K -4,723 -22%
GWP
1209
Gen-Wealth Partners
Michigan
$505K -$327K -11,476 -40%
PCMC
1210
Paragon Capital Management (Colorado)
Colorado
$504K -$186K -6,507 -28%
CFO
1211
CVA Family Office
Colorado
$503K -$143K -5,022 -23%
GT
1212
Glenview Trust
Kentucky
$503K -$1.06M -37,080 -69%
BIA
1213
Beacon Investment Advisors
Maryland
$503K -$10.6K -372 -2%
BHBT
1214
Burke & Herbert Bank & Trust
Virginia
$500K -$45.7K -1,601 -9%
AWM
1215
Avior Wealth Management
Nebraska
$499K -$2.57K -90 -0.6%
IAP
1216
Indie Asset Partners
Indiana
$498K – – –
LIM
1217
Leavell Investment Management
Alabama
$498K -$23.2K -812 -5%
NI
1218
Natural Investments
California
$498K +$23.9K +839 +5%
FPL
1219
Fortress Private Ledger
North Carolina
$498K -$173K -6,074 -27%
BA
1220
Bridgewater Advisors
New York
$497K +$122K +4,293 +33%
WWA
1221
WCG Wealth Advisors
Nevada
$496K -$1.59M -55,832 -77%
WA
1222
Wealth Alliance
New York
$495K -$169K -5,906 -26%
PFSC
1223
Peoples Financial Services Corp
Pennsylvania
$494K -$33.1K -1,160 -7%
JWA
1224
JFS Wealth Advisors
Pennsylvania
$494K -$107K -3,754 -19%
PWM
1225
Platform Wealth Management
Utah
$494K +$472K +16,525 New
47 48
49
50 51