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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
1801
Legacy Wealth Management (Mississippi)
Mississippi
$238K +$236K +5,293 New
CWM
1802
Cornerstone Wealth Management
Missouri
$238K +$401 +9 +0.2%
FUBT
1803
First United Bank & Trust
Maryland
$236K +$5.47K +123 +2%
MW
1804
Marcum Wealth
Ohio
$236K +$234K +5,256 New
CST
1805
Charles Schwab Trust
Nevada
$234K +$5.74K +129 +3%
BFG
1806
Barber Financial Group
Kansas
$234K +$6.77K +152 +3%
CCB
1807
Cutter & Co Brokerage
Missouri
$233K -$216K -4,844 -48%
PAI
1808
Pittenger & Anderson Inc
Nebraska
$233K +$222K +4,985 +2,444%
IA
1809
IFG Advisors
Missouri
$232K – – –
WF
1810
WoodTrust Financial
Wisconsin
$232K – – –
OC
1811
Oakworth Capital
Alabama
$232K +$135K +3,023 +144%
PHAM
1812
Palisades Hudson Asset Management
Florida
$231K – – –
BOS
1813
Bingham Osborn & Scarborough
California
$231K +$9.62K +216 +4%
CA
1814
CXI Advisors
Indiana
$231K +$228K +5,130 New
TF
1815
TimeScale Financial
Massachusetts
$230K +$134 +3 +0.1%
HC
1816
Hamilton Capital
Ohio
$230K +$10K +225 +5%
BWA
1817
Beam Wealth Advisors
Louisiana
$230K +$227K +5,108 New
TAM
1818
Trillium Asset Management
Massachusetts
$228K -$23.3K -524 -9%
RP
1819
Rice Partnership
Hawaii
$228K -$21.1K -474 -9%
CWM
1820
Centric Wealth Management
Illinois
$226K +$13.1K +294 +6%
SWMG
1821
Strategic Wealth Management Group
Maryland
$226K +$224K +5,031 New
LHC
1822
Little House Capital
Massachusetts
$225K -$11.2K -252 -5%
KAM
1823
Karani Asset Management
New York
$225K +$223K +5,000 New
SL
1824
Savior LLC
Massachusetts
$224K +$222K +4,991 New
SP
1825
Successful Portfolios
Florida
$223K -$13.9K -312 -6%
71 72
73
74 75