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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1601
Intellectus Partners
California
$456K -$173K -4,176 -26%
BL
1602
Balentine LLC
Georgia
$456K +$127K +3,055 +34%
AF
1603
Advisornet Financial
Minnesota
$453K -$10.7K -257 -2%
CH
1604
Cromwell Holdings
Wyoming
$452K -$7.55K -182 -1%
CIA
1605
Cape Investment Advisory
Georgia
$452K +$72.8K +1,755 +17%
BFO
1606
Biltmore Family Office
North Carolina
$451K -$21K -506 -4%
OCM
1607
One Capital Management
California
$450K – – –
ICP
1608
Impact Capital Partners
Colorado
$450K +$498K +11,999 New
BAWM
1609
Bennett Associates Wealth Management
Pennsylvania
$450K +$7.01K +169 +1%
OWA
1610
One Wealth Advisors
California
$449K +$82.4K +1,986 +20%
MIC
1611
Means Investment Company
Maine
$447K -$3.9K -94 -0.8%
PAMG
1612
Patton Albertson Miller Group
Tennessee
$446K – – –
BCA
1613
Bay Colony Advisors
Massachusetts
$446K +$33.2K +800 +7%
SF
1614
Symphony Financial
Texas
$446K -$231K -5,565 -32%
FFA
1615
Fragasso Financial Advisors
Pennsylvania
$445K -$95.4K -2,298 -16%
TRIA
1616
Trail Ridge Investment Advisors
Colorado
$445K +$3.44K +83 +0.7%
CCM
1617
Cohen Capital Management
California
$444K – – –
BMC
1618
Benin Management Corp
Connecticut
$441K – – –
I
1619
InvesTrust
Oklahoma
$441K +$489K +11,788 New
FA
1620
FF Advisors
California
$439K -$2.49K -60 -0.5%
AFGAS
1621
Allegiance Financial Group Advisory Services
Virginia
$437K +$263K +6,328 +119%
TIA
1622
Tiemann Investment Advisors
California
$435K -$14.5K -350 -3%
CLA
1623
Carnegie Lake Advisors
New Jersey
$435K – – –
EWA
1624
Exencial Wealth Advisors
Oklahoma
$435K -$22.5K -541 -4%
TPW
1625
Talon Private Wealth
Florida
$433K +$237K +5,701 +98%
63 64
65
66 67