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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1401
Wealth Alliance Advisory Group
Kansas
$379K -$88.1K -2,342 -21%
BCM
1402
Bienville Capital Management
New York
$379K +$31.6K +839 +10%
NG
1403
Northstar Group
New York
$378K +$527 +14 +0.1%
TCPWM
1404
Traverso Chambers Private Wealth Management
California
$376K – – –
EFSCE
1405
Enterprise Financial Services Corp (EFSC)
Missouri
$373K +$198K +5,262 +129%
WPP
1406
Whalerock Point Partners
Rhode Island
$372K +$46.1K +1,225 +15%
TFS
1407
Thoroughbred Financial Services
Tennessee
$371K -$14.6K -388 -4%
UBG
1408
United Bank (Georgia)
Georgia
$369K +$347K +9,226 New
TIM
1409
Tortoise Investment Management
New York
$367K -$33.6K -893 -9%
CCA
1410
Conservest Capital Advisors
Pennsylvania
$366K -$24.9K -663 -7%
AUB
1411
Atlantic Union Bankshares
Virginia
$365K +$18.8K +500 +6%
SWRP
1412
Summit Wealth & Retirement Planning
California
$363K +$8.13K +216 +2%
FBFS
1413
First Business Financial Services
Wisconsin
$362K – – –
SAM
1414
Security Asset Management
New York
$360K – – –
TIA
1415
Tiemann Investment Advisors
California
$360K +$18.8K +500 +6%
TIA
1416
Traphagen Investment Advisors
New Jersey
$358K +$337K +8,964 New
BWAM
1417
Boyd Watterson Asset Management
Ohio
$358K +$107K +2,854 +47%
BCM
1418
BTR Capital Management
California
$357K +$9.29K +247 +3%
IC
1419
Inscription Capital
Texas
$357K +$37.8K +1,005 +13%
TF
1420
Tompkins Financial
New York
$356K +$66K +1,754 +25%
IP
1421
Intellectus Partners
California
$354K – – –
BWM
1422
BigSur Wealth Management
Florida
$351K – – –
OWA
1423
Outlook Wealth Advisors
Texas
$351K +$330K +8,782 New
CAM
1424
Close Asset Management
United Kingdom
$350K -$379K -10,081 -54%
FSC
1425
Full Sail Capital
Oklahoma
$349K -$75K -1,992 -19%
55 56
57
58 59