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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FOFP
1801
Fee-Only Financial Planning
South Carolina
$333K – – –
MSA
1802
Marino Stram & Associates
Massachusetts
$332K +$72.5K +1,836 +30%
SCI
1803
Stableford Capital II
Arizona
$331K -$2.37K -60 -0.7%
HR
1804
Hardy Reed
Mississippi
$330K +$17K +430 +6%
SAI
1805
Savvy Advisors Inc
New York
$330K +$76.3K +1,934 +32%
TAM
1806
Titleist Asset Management
Texas
$330K -$22.9K -581 -7%
BFG
1807
Berger Financial Group
Minnesota
$329K -$5.13K -130 -2%
GWA
1808
Gratus Wealth Advisors
Virginia
$329K -$47.3K -1,198 -13%
WCM
1809
Wedge Capital Management
North Carolina
$329K +$15.4K +390 +5%
DTC
1810
Davidson Trust Company
Washington
$328K +$14.4K +364 +5%
CIA
1811
Cladis Investment Advisory
Montana
$328K – – –
MPM
1812
MBB Public Markets
Illinois
$327K -$10.9M -274,988 -97%
AC
1813
Apella Capital
Connecticut
$325K +$50.1K +1,268 +19%
OC
1814
Oakworth Capital
Alabama
$325K +$49.7K +1,259 +19%
LRIA
1815
Leonard Rickey Investment Advisors
Washington
$325K -$35.6K -903 -10%
TCWM
1816
Total Clarity Wealth Management
Illinois
$324K +$307K +7,764 New
DA
1817
Dover Advisors
Virginia
$323K – – –
AGC
1818
Aspen Grove Capital
Colorado
$323K -$78.2K -1,980 -20%
DIP
1819
DT Investment Partners
Pennsylvania
$323K +$27.8K +703 +10%
LGG
1820
Luts & Greenleigh Group
Maryland
$322K +$49.1K +1,245 +19%
T
1821
TOBAM
France
$321K – – –
SWA
1822
SFMG Wealth Advisors
Texas
$320K -$3.78M -95,844 -93%
GAM
1823
Grandview Asset Management
Pennsylvania
$320K – – –
S
1824
Sunpointe
Missouri
$319K -$12.7K -322 -4%
4WM
1825
49 Wealth Management
Texas
$318K +$85K +2,152 +39%
71 72
73
74 75