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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1776
Granite Investment Partners
California
$345K – – –
IFG
1777
Independent Financial Group
California
$344K -$39.2K -819 -11%
TF
1778
TimeScale Financial
Massachusetts
$343K +$40.5K +846 +15%
LWMM
1779
Legacy Wealth Management (Mississippi)
Mississippi
$343K -$16K -334 -5%
WWM
1780
Wolff Wiese Magana
California
$341K +$312K +6,504 New
UFA
1781
US Financial Advisors
Massachusetts
$341K +$312K +6,516 New
EI
1782
Ellevest Inc
New York
$340K +$26K +543 +9%
CBN
1783
Cadence Bank NA
Texas
$339K +$310K +6,474 New
HHGA
1784
Halbert Hargrove Global Advisors
California
$338K +$575 +12 +0.2%
IFS
1785
Ifrah Financial Services
Arkansas
$337K -$7.57K -158 -2%
MMHP
1786
Murphy Middleton Hinkle & Parker
Georgia
$337K – – –
RWI
1787
Red Wave Investments
Pennsylvania
$337K +$308K +6,423 New
CAG
1788
Compass Advisory Group
New York
$337K +$15.4M +320,527 New
GAG
1789
GM Advisory Group
New York
$335K – – –
BW
1790
Bison Wealth
Georgia
$335K +$306K +6,391 New
PA
1791
Perennial Advisors
New York
$334K – – –
MCM
1792
Marathon Capital Management
Maryland
$334K +$9.58K +200 +3%
APW
1793
Austin Private Wealth
Texas
$334K +$74.2K +1,549 +32%
CCP
1794
Cardan Capital Partners
Colorado
$333K -$93.4K -1,949 -23%
GAM
1795
Gemmer Asset Management
California
$333K – – –
BA
1796
Bridge Advisory
California
$333K +$304K +6,349 New
CFFP
1797
Center for Financial Planning
Michigan
$331K +$21.6K +450 +8%
FCIM
1798
Fairview Capital Investment Management
California
$330K – – –
KA
1799
Kozak & Associates
Colorado
$330K +$309K +6,459 New
RCG
1800
Rock Creek Group
District of Columbia
$328K -$264K -5,520 -47%
70 71
72
73 74