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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1701
Opal Wealth Advisors
New York
$321K +$19K +573 +7%
RWP
1702
Revolve Wealth Partners
New Jersey
$321K +$303K +9,170 New
EBA
1703
Eagle Bay Advisors
New York
$319K +$21.2K +640 +8%
CWM
1704
Castle Wealth Management
Florida
$317K -$173K -5,217 -36%
GWM
1705
Greenwich Wealth Management
Connecticut
$317K +$20.5K +619 +7%
RCA
1706
Resonant Capital Advisors
Wisconsin
$316K +$37.3K +1,127 +14%
NLP
1707
Next Level Private
New York
$315K – – –
ACM
1708
Advance Capital Management
Michigan
$312K +$8.2K +248 +3%
APW
1709
Aurora Private Wealth
New Jersey
$311K -$63.5K -1,920 -18%
SQA
1710
Simon Quick Advisors
New Jersey
$311K +$294K +8,886 New
CIM
1711
CIM Investment Management
Pennsylvania
$310K -$8.3K -251 -3%
SFG
1712
SNS Financial Group
Minnesota
$310K +$15.6K +473 +6%
RDWM
1713
Red Door Wealth Management
Tennessee
$309K -$4.27K -129 -1%
JIP
1714
Jaffetilchin Investment Partners
Florida
$309K -$16.5K -500 -5%
SAM
1715
SignalPoint Asset Management
Missouri
$308K – – –
FPWM
1716
FSB Premier Wealth Management
Iowa
$307K +$52.1K +1,574 +22%
BPWM
1717
Badgley Phelps Wealth Managers
Washington
$307K +$59.1K +1,787 +26%
CSPAM
1718
Cary Street Partners Asset Management
Virginia
$307K +$43.6K +1,317 +18%
CPWA
1719
Cerro Pacific Wealth Advisors
California
$306K -$76.7K -2,320 -21%
EWM
1720
Empirical Wealth Management
Washington
$305K -$3.11K -94 -1%
RIA
1721
Regal Investment Advisors
Michigan
$304K +$16.8K +509 +6%
BB
1722
Bell Bank
North Dakota
$304K -$54.3K -1,642 -16%
TAM
1723
Trillium Asset Management
Massachusetts
$304K -$10.1K -306 -3%
VCM
1724
Vivaldi Capital Management
Illinois
$304K +$14K +423 +6%
SRC
1725
Shufro Rose & Co
New York
$301K -$5.13K -155 -2%
67 68
69
70 71