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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1876
MPWM Advisory Solutions
Georgia
$33.3K +$6.73K +236 +27%
RWM
1877
Raffa Wealth Management
District of Columbia
$33.2K -$2.45K -86 -7%
LWM
1878
Lodestone Wealth Management
Washington
$32.5K +$31.1K +1,089 New
BHWM
1879
Beaird Harris Wealth Management
Texas
$32.4K -$885 -31 -3%
MS
1880
Monetary Solutions
Ohio
$32.3K +$30.8K +1,079 New
AA
1881
Addison Advisors
Vermont
$32.1K +$11K +384 +56%
SVWA
1882
Sarver Vrooman Wealth Advisors
Missouri
$32K -$18.4K -644 -38%
WSCM
1883
Wellington Shields Capital Management
New York
$31.9K -$2.74K -96 -8%
VR
1884
Vision Retirement
New Jersey
$31.8K +$30.3K +1,063 New
VWA
1885
Valued Wealth Advisors
Utah
$31.6K -$3.77K -132 -11%
LB
1886
Legacy Bridge
Iowa
$31.5K – – –
JFA
1887
JNBA Financial Advisors
Minnesota
$31.2K -$11.4K -400 -28%
RTC
1888
Riverview Trust Company
Washington
$31.1K -$44.2K -1,550 -60%
CC
1889
Corsicana & Co
Texas
$30.3K – – –
ETS
1890
ESL Trust Services
New York
$30.2K -$3.08K -108 -10%
GIM
1891
Gold Investment Management
Alberta, Canada
$29.8K – – –
AFS
1892
AFG Fiduciary Services
Massachusetts
$29.4K +$596K +20,880 New
EPAM
1893
Evelyn Partners Asset Management
$29.1K – – –
OW
1894
Olistico Wealth
Oklahoma
$28.7K +$27.4K +961 New
ECM
1895
Estabrook Capital Management
New York
$28.7K – – –
AWM
1896
Abound Wealth Management
Tennessee
$28.4K +$29 +1 +0.1%
CTWM
1897
Cherry Tree Wealth Management
Minnesota
$27.9K -$8.36K -293 -24%
EP
1898
Essential Partners
California
$27.2K -$50.9K -1,783 -66%
IWP
1899
IAG Wealth Partners
Wisconsin
$27.2K – – –
HC
1900
Hurley Capital
New York
$27.1K -$495K -17,338 -95%
74 75
76
77 78