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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1751
Smallwood Wealth Investment Management
New Jersey
$377K -$6.7K -150 -2%
MAA
1752
Mraz Amerine & Associates
California
$377K – – –
CFFP
1753
Center for Financial Planning
Michigan
$377K +$15K +337 +4%
WP
1754
WealthPLAN Partners
Nebraska
$377K +$66.8K +1,496 +21%
PTC
1755
Petrus Trust Company
Texas
$377K -$185K -4,144 -33%
NLP
1756
Next Level Private
New York
$376K +$1.61K +36 +0.4%
LA
1757
Latitude Advisors
Florida
$376K -$4.11K -92 -1%
LF
1758
Lantz Financial
Illinois
$376K +$5.89K +132 +2%
GA
1759
Goldstein Advisors
Wisconsin
$376K -$5.49K -123 -1%
FOFP
1760
Fee-Only Financial Planning
South Carolina
$375K – – –
UF
1761
Univest Financial
Pennsylvania
$372K -$56.3K -1,261 -13%
TCM
1762
Telos Capital Management
California
$372K -$35K -784 -9%
NAM
1763
NTV Asset Management
West Virginia
$371K – – –
MCM
1764
Mengis Capital Management
Oregon
$370K +$372K +8,342 New
PAM
1765
Palisade Asset Management
Minnesota
$369K – – –
KP
1766
Keel Point
Alabama
$369K -$4.55K -102 -1%
LC
1767
LCNB Corp
Ohio
$367K -$93.3K -2,090 -20%
AAB
1768
ABN AMRO Bank
Netherlands
$367K -$15K -335 -4%
GWM
1769
Greenwich Wealth Management
Connecticut
$367K -$7.1K -159 -2%
BWM
1770
Baron Wealth Management
Michigan
$366K +$1.83K +41 +0.5%
OWA
1771
Octavia Wealth Advisors
Ohio
$366K +$43.7K +978 +13%
UFF
1772
USA Financial Formulas
Michigan
$364K +$366K +8,193 +43,121%
WC
1773
Whitney & Co
New York
$364K -$8.49M -190,190 -96%
BWM
1774
Buckley Wealth Management
Nevada
$363K -$373K -8,361 -51%
KWM
1775
Kaydan Wealth Management
Michigan
$363K -$8.35K -187 -2%
69 70
71
72 73