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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1751
Montag & Associates
Georgia
$266K +$65.1K +1,462 +33%
SRC
1752
Shufro Rose & Co
New York
$265K +$11.8K +265 +5%
SNT
1753
Security National Trust
West Virginia
$264K -$13K -291 -5%
WA
1754
Wealth Architects
California
$263K +$846 +19 +0.3%
SWA
1755
SFMG Wealth Advisors
Texas
$263K +$7.26K +163 +3%
AIA
1756
Armor Investment Advisors
North Carolina
$262K – – –
FHC
1757
First Heartland Consultants
Missouri
$262K +$25.9K +582 +11%
TBNY
1758
Trustco Bank (New York)
New York
$261K -$211K -4,740 -45%
FSA
1759
Fort Sheridan Advisors
Illinois
$261K +$14.8K +333 +6%
EWM
1760
Executive Wealth Management
Michigan
$261K +$259K +5,824 New
TTWM
1761
TCV Trust & Wealth Management
Virginia
$260K -$15.6K -350 -6%
GCP
1762
GSA Capital Partners
United Kingdom
$259K -$1.12M -25,073 -81%
WB
1763
Webster Bank
Connecticut
$259K – – –
PIMG
1764
Patriot Investment Management Group
Tennessee
$259K +$7.92K +178 +3%
LWM
1765
Liberty Wealth Management
California
$259K +$9.21K +207 +4%
GDP
1766
Great Diamond Partners
Maine
$259K +$257K +5,781 New
VFP
1767
Verus Financial Partners
Virginia
$258K +$534 +12 +0.2%
JLBC
1768
J.L. Bainbridge & Co
Florida
$257K +$42.7K +959 +20%
SIC
1769
Salem Investment Counselors
North Carolina
$256K +$65.6K +1,474 +35%
PBC
1770
Pavion Blue Capital
California
$256K +$254K +5,698 New
SB
1771
Strategic Blueprint
Georgia
$255K – – –
RPWA
1772
Regent Peak Wealth Advisors
Georgia
$254K +$252K +5,668 New
EPP
1773
ETF Portfolio Partners
Kansas
$253K – – –
BC
1774
Brio Consultants
California
$253K +$312 +7 +0.1%
CAM
1775
Cypress Asset Management
Texas
$251K -$107K -2,400 -30%
69 70
71
72 73