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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1301
Mayflower Financial Advisors
Massachusetts
$800K +$25.7K +681 +3%
CI
1302
CX Institutional
Indiana
$798K -$4.16M -109,943 -84%
CIP
1303
Convergence Investment Partners
Florida
$798K +$373K +9,878 +88%
CSPIA
1304
Cary Street Partners Investment Advisory
Virginia
$793K -$72.2K -1,910 -8%
KF
1305
Krilogy Financial
Missouri
$793K +$219K +5,803 +38%
BS
1306
Bessemer Securities
New York
$791K +$200K +5,300 +34%
ICP
1307
Interchange Capital Partners
Pennsylvania
$787K +$486K +12,857 +163%
PWP
1308
Phillips Wealth Planners
Mississippi
$784K +$63.5K +1,680 +10%
RA
1309
Rational Advisors
New York
$784K +$782K +20,680 New
LGA
1310
Lebenthal Global Advisors
New York
$782K +$1.44K +38 +0.2%
IAS
1311
Insigneo Advisory Services
Florida
$776K +$99.7K +2,636 +15%
KFSC
1312
Keystone Financial Services (Colorado)
Colorado
$776K +$19.4K +514 +3%
CCA
1313
Cora Capital Advisors
New Jersey
$775K +$257K +6,803 +50%
GCM
1314
Gibraltar Capital Management
Oklahoma
$765K +$195K +5,152 +34%
SFS
1315
Sowell Financial Services
Arkansas
$765K -$321K -8,480 -30%
CWM
1316
Cordatus Wealth Management
Pennsylvania
$764K +$24.7K +654 +3%
ESCM
1317
Echo Street Capital Management
New York
$762K +$194K +5,120 +34%
MP
1318
McDonald Partners
Ohio
$760K +$24.2K +639 +3%
CWM
1319
Congress Wealth Management
Massachusetts
$759K -$52.1K -1,377 -6%
PAMG
1320
Patton Albertson Miller Group
Tennessee
$759K -$17.6K -466 -2%
CT
1321
Cambridge Trust
Massachusetts
$755K -$565K -14,948 -43%
FSA
1322
Fort Sheridan Advisors
Illinois
$754K -$1.06K -28 -0.1%
BHBT
1323
Burke & Herbert Bank & Trust
Virginia
$754K -$1.74K -46 -0.2%
HPWM
1324
High Pines Wealth Management
Massachusetts
$752K – – –
JCM
1325
Jag Capital Management
Missouri
$752K -$53.2K -1,406 -7%
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