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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1726
Clearstead Trust
Maine
$436K – – –
CA
1727
Calton & Associates
Florida
$434K +$9.15K +157 +2%
FFG
1728
Frisch Financial Group
New York
$433K -$43K -737 -9%
ACM
1729
Allred Capital Management
Texas
$429K -$13.6K -233 -3%
PA
1730
Perennial Advisors
New York
$429K – – –
VST
1731
Van Strum & Towne
California
$429K – – –
MAM
1732
Morse Asset Management
Connecticut
$429K +$448K +7,676 New
CAG
1733
Compass Advisory Group
New York
$429K +$1.92M +32,874 +9%
DPI
1734
Diversified Portfolios Inc
Michigan
$428K -$80.6K -1,383 -15%
TYCC
1735
Texas Yale Capital Corp
Florida
$428K – – –
CP
1736
Covenant Partners
Tennessee
$427K – – –
SFG
1737
Summit Financial Group
West Virginia
$427K – – –
KA
1738
Kozak & Associates
Colorado
$425K +$464K +7,959 New
IC
1739
Inscription Capital
Texas
$424K -$578K -9,918 -57%
CWP
1740
Curated Wealth Partners
California
$424K +$29.2K +501 +7%
PL
1741
Parthenon LLC
Kentucky
$422K -$28.4K -487 -6%
LWA
1742
Lineweaver Wealth Advisors
Ohio
$422K +$81.8K +1,403 +23%
CFFP
1743
Center for Financial Planning
Michigan
$420K -$7.46K -128 -2%
HKAM
1744
Horizon Kinetics Asset Management
New York
$420K -$875 -15 -0.2%
W
1745
Wealthquest
Ohio
$418K -$53.9K -924 -11%
SCA
1746
St. Clair Advisors
Ohio
$417K +$85.1K +1,459 +24%
RIA
1747
Realta Investment Advisors
Delaware
$417K -$23.6K -405 -5%
TIM
1748
Tortoise Investment Management
New York
$417K – – –
RPWA
1749
Regent Peak Wealth Advisors
Georgia
$417K +$11.8K +202 +3%
TCPWM
1750
Traverso Chambers Private Wealth Management
California
$416K – – –
68 69
70
71 72