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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Aprio Wealth Management
Georgia
$257K +$10.7K +280 +4%
TFS
1702
Thoroughbred Financial Services
Tennessee
$256K -$321K -8,424 -56%
BWAM
1703
Boyd Watterson Asset Management
Ohio
$255K -$93.7K -2,460 -27%
SWM
1704
SVA Wealth Management
Wisconsin
$254K -$40.6K -1,065 -14%
CB
1705
CNB Bank
Pennsylvania
$253K -$25.1K -658 -9%
MME
1706
Meag Munich Ergo
Germany
$253K – – –
RIM
1707
Redwood Investment Management
Arizona
$253K +$247K +6,492 New
SDWMA
1708
Schneider Downs Wealth Management Advisors
Pennsylvania
$251K – – –
RWM
1709
RKL Wealth Management
Pennsylvania
$250K -$93.6K -2,459 -28%
CPC
1710
Consolidated Planning Corp
Georgia
$250K -$7.58K -199 -3%
MMHP
1711
Murphy Middleton Hinkle & Parker
Georgia
$250K – – –
SNT
1712
Security National Trust
West Virginia
$250K +$14.4K +379 +6%
SWM
1713
Sugarloaf Wealth Management
Georgia
$249K +$990 +26 +0.4%
GAM
1714
Gemmer Asset Management
California
$248K -$13.7K -359 -5%
MCM
1715
Marathon Capital Management
Maryland
$248K – – –
PA
1716
Perennial Advisors
New York
$246K -$10.2K -269 -4%
RTC
1717
Riverview Trust Company
Washington
$246K – – –
BCWM
1718
Blue Chip Wealth Management
Florida
$246K +$724 +19 +0.3%
FCIM
1719
Fairview Capital Investment Management
California
$245K – – –
HR
1720
Hayden Royal
North Carolina
$245K -$80.1K -2,103 -25%
FNFDCM
1721
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$243K – – –
HWA
1722
HHM Wealth Advisors
Tennessee
$243K – – –
KTA
1723
Keeley-Teton Advisors
Illinois
$243K +$800 +21 +0.3%
TCB
1724
Texas Capital Bancshares
Texas
$243K +$237K +6,232 New
BL
1725
Balentine LLC
Georgia
$242K +$66K +1,734 +39%
67 68
69
70 71