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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1626
Accordant Advisory Group
Maryland
$520K +$517K +11,987 New
BFO
1627
Biltmore Family Office
North Carolina
$520K +$18.8K +435 +4%
WDC
1628
Woodward Diversified Capital
California
$520K +$31.4K +727 +6%
D
1629
Diversified
Delaware
$516K +$9.36K +217 +2%
BWM
1630
Biltmore Wealth Management
Arizona
$515K – – –
OL
1631
Optas LLC
Texas
$515K -$53.2K -1,232 -9%
PIP
1632
Peachtree Investment Partners
Florida
$512K – – –
CCM
1633
Cohen Capital Management
California
$512K – – –
AA
1634
Alta Advisers
United Kingdom
$512K – – –
FCM
1635
Fourpath Capital Management
Oklahoma
$511K -$72.8K -1,687 -13%
BMC
1636
Beaton Management Company
Massachusetts
$508K -$2.89K -67 -0.6%
BWM
1637
BigSur Wealth Management
Florida
$507K +$505K +11,704 New
EIP
1638
Ellis Investment Partners
Pennsylvania
$507K +$2.33K +54 +0.5%
EB
1639
Eastern Bank
Massachusetts
$506K -$4.92K -114 -1%
GAG
1640
GM Advisory Group
New York
$505K -$54.1K -1,255 -10%
BAWM
1641
Bennett Associates Wealth Management
Pennsylvania
$505K +$34.8K +807 +7%
OWM
1642
OneAscent Wealth Management
Alabama
$505K +$33.4K +774 +7%
HCM
1643
Highlander Capital Management
New Jersey
$503K – – –
CCAL
1644
City Center Advisors LLC
Michigan
$501K +$499K +11,559 New
KCFA
1645
Key Client Fiduciary Advisors
New Jersey
$498K +$69.5K +1,610 +16%
FAG
1646
Fortitude Advisory Group
Washington
$497K -$149K -3,444 -23%
CCA
1647
Childress Capital Advisors
Texas
$496K -$138K -3,203 -22%
MWPCG
1648
Measured Wealth Private Client Group
New Hampshire
$495K +$29.7K +689 +6%
SFM
1649
Systematic Financial Management
New Jersey
$494K – – –
APP
1650
Avantax Planning Partners
Iowa
$493K -$25.8K -599 -5%
64 65
66
67 68