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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1901
Austin Private Wealth
Texas
$313K -$24.4K -436 -7%
APA
1902
Allegiant Private Advisors
Florida
$313K – – –
PBC
1903
Pavion Blue Capital
California
$312K – – –
LRIA
1904
Leonard Rickey Investment Advisors
Washington
$311K +$33K +591 +12%
SAM
1905
Sompo Asset Management
Japan
$311K +$305K +5,460 New
OPOWM
1906
One Plus One Wealth Management
Florida
$309K +$3.91K +70 +1%
MC
1907
Middleton & Co
Massachusetts
$308K +$5.26K +94 +2%
KBG
1908
Kahn Brothers Group
New York
$308K -$43.8K -783 -13%
SIA
1909
Soltis Investment Advisors
Utah
$307K +$92.2K +1,649 +44%
WW
1910
Waterfront Wealth
Kansas
$306K +$11.3K +203 +4%
JPG
1911
Jordan Park Group
California
$305K +$299K +5,345 New
SP
1912
Successful Portfolios
Florida
$304K – – –
HC
1913
Hamilton Capital
Ohio
$304K +$28.9K +517 +11%
GSC
1914
Ground Swell Capital
South Carolina
$304K +$298K +5,334 New
ESCM
1915
Echo Street Capital Management
New York
$303K -$126K -2,254 -30%
MAG
1916
Mayfair Advisory Group
Alabama
$302K +$112 +2 +0%
BFC
1917
Bedel Financial Consulting
Indiana
$301K -$4.25K -76 -1%
BWM
1918
BT Wealth Management
Georgia
$300K +$63.7K +1,140 +28%
BO
1919
BRR OpCo
Ohio
$299K -$145K -2,585 -33%
COCM
1920
Charter Oak Capital Management
New Hampshire
$298K -$9.06K -162 -3%
HL
1921
HeadInvest LLC
Maine
$297K +$30.8K +550 +12%
KCA
1922
Karn Couzens & Associates
Connecticut
$296K – – –
BFA
1923
Beacon Financial Advisory
Ohio
$296K +$56 +1 +0%
LF
1924
Lantz Financial
Illinois
$295K -$11.3K -203 -4%
LC
1925
LCNB Corp
Ohio
$295K -$5.59K -100 -2%
75 76
77
78 79