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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Circle Wealth Management
New Jersey
$285K -$228K -6,137 -50%
GRP
1302
Global Retirement Partners
California
$285K -$3.3K -89 -1%
SWM
1303
SVA Wealth Management
Wisconsin
$285K +$4.3K +116 +2%
BMC
1304
Benin Management Corp
Connecticut
$282K – – –
PMG
1305
ProVise Management Group
Florida
$282K – – –
JIP
1306
Jaffetilchin Investment Partners
Florida
$282K +$17.9K +481 +7%
GAM
1307
Gemmer Asset Management
California
$281K +$37 +1 +0%
RCM
1308
RNC Capital Management
California
$280K -$21.7K -586 -7%
BAM
1309
Barrett Asset Management
New York
$276K – – –
LCM
1310
Logan Capital Management
Pennsylvania
$275K -$241K -6,506 -47%
RWP
1311
RWA Wealth Partners
Massachusetts
$275K +$271K +7,304 New
BB
1312
Bell Bank
North Dakota
$274K -$1.86K -50 -0.7%
MBT
1313
Montecito Bank & Trust
California
$272K +$84.2K +2,270 +46%
DE
1314
Day & Ennis
Georgia
$269K +$7.42K +200 +3%
PHAM
1315
Palisades Hudson Asset Management
Florida
$268K – – –
SGA
1316
Strategic Global Advisors
California
$267K – – –
WA
1317
Wealth Architects
California
$267K +$7.24K +195 +3%
PCP
1318
Proficio Capital Partners
Massachusetts
$266K +$114K +3,069 +87%
LC
1319
Loews Corp
New York
$263K – – –
PWMAG
1320
Pinnacle Wealth Management Advisory Group
New Jersey
$262K -$8.68K -234 -3%
HPWM
1321
Highland Private Wealth Management
Washington
$261K -$2.08K -56 -0.8%
MPM
1322
Meritage Portfolio Management
Kansas
$261K +$258K +6,940 New
BFPW
1323
BOK Financial Private Wealth
Colorado
$260K +$17.7K +478 +7%
TW
1324
Transform Wealth
Colorado
$259K +$4.64K +125 +2%
IWMPD
1325
Integrated Wealth Management (Palm Desert)
California
$259K +$27.6K +744 +12%
51 52
53
54 55