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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWAO
1501
Independence Wealth Advisors (Ohio)
Ohio
$253K +$264K +8,806 New
CIM
1502
CIM Investment Management
Pennsylvania
$252K -$1.26K -42 -0.5%
AGP
1503
Aspire Growth Partners
Florida
$251K -$7.18K -240 -3%
BW
1504
BIP Wealth
Georgia
$251K +$36.1K +1,208 +16%
SWA
1505
Stratos Wealth Advisors
Ohio
$251K -$4.7K -157 -2%
MBTD
1506
Mechanics Bank - Trust Department
California
$251K -$61.3K -2,047 -19%
CCAM
1507
Cascades Capital Asset Management
North Carolina
$251K – – –
SWM
1508
SHP Wealth Management
Massachusetts
$250K +$3.83K +128 +1%
W
1509
Wealthquest
Ohio
$250K +$35.8K +1,195 +16%
UBG
1510
United Bank (Georgia)
Georgia
$250K -$69.1K -2,308 -21%
FWP
1511
Falcon Wealth Planning
California
$250K +$41.4K +1,384 +19%
CAI
1512
Capital Advisors Inc
Oklahoma
$250K -$96.7K -3,232 -27%
OWM
1513
OneAscent Wealth Management
Alabama
$250K -$9.67K -323 -4%
AFGAS
1514
Allegiance Financial Group Advisory Services
Virginia
$249K +$18K +602 +7%
AHC
1515
Adell Harriman & Carpenter
Texas
$249K -$42K -1,405 -14%
PWM
1516
Paulson Wealth Management
Illinois
$248K +$259K +8,641 New
BWG
1517
Beta Wealth Group
California
$247K +$36.1K +1,208 +16%
AFC
1518
Avise Financial Cooperative
California
$247K +$56.2K +1,879 +28%
WB
1519
Webster Bank
Connecticut
$246K -$5.99K -200 -2%
RIG
1520
RiverFront Investment Group
Virginia
$246K -$1.95K -65 -0.8%
AG
1521
AmeriFlex Group
Nevada
$246K +$13.9K +464 +6%
OPCM
1522
Osborne Partners Capital Management
California
$246K -$3.26K -109 -1%
WA
1523
Wealth Architects
California
$245K +$40.7K +1,361 +19%
KA
1524
Klingman & Associates
New York
$245K +$17K +568 +7%
LCC
1525
Lincoln Capital Corp
Rhode Island
$244K +$254K +8,500 New
59 60
61
62 63