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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1926
Bison Wealth
Georgia
$295K +$12.6K +225 +5%
SEIA
1927
Signature Estate & Investment Advisors
California
$294K -$10.7K -191 -4%
CS
1928
Capital Square
Tennessee
$293K -$18.7K -334 -6%
PHAM
1929
Palisades Hudson Asset Management
Florida
$293K – – –
TIAM2
1930
Tru Independence Asset Management 2
Oregon
$293K +$503 +9 +0.2%
PP
1931
Pegasus Partners
Wisconsin
$292K -$372K -6,656 -57%
FCFC
1932
First Citizens Financial Corp
Iowa
$292K – – –
OIA
1933
Optimum Investment Advisors
Illinois
$291K – – –
LFF
1934
Level Four Financial
Texas
$291K +$3.41K +61 +1%
NEIRG
1935
New England Investment & Retirement Group
Massachusetts
$291K +$286K +5,111 New
MWM
1936
Merriman Wealth Management
Washington
$288K -$9.73K -174 -3%
MWM
1937
Meridian Wealth Management
Kentucky
$287K -$28.7K -513 -9%
D
1938
Diversified
Delaware
$287K +$35.2K +630 +14%
GWM
1939
GSB Wealth Management
Connecticut
$287K +$282K +5,036 New
CFA
1940
Capstone Financial Advisors
Illinois
$287K +$282K +5,042 New
MF
1941
Magnetar Financial
Illinois
$285K +$280K +5,002 New
SQA
1942
Simon Quick Advisors
New Jersey
$284K -$13.8K -247 -5%
BB
1943
Berkshire Bank
Massachusetts
$284K -$11.3K -202 -4%
SWM
1944
Selective Wealth Management
Virginia
$283K -$1.45K -26 -0.5%
SHGA
1945
Sand Hill Global Advisors
California
$283K +$277K +4,963 New
FSC
1946
Full Sail Capital
Oklahoma
$281K -$31.9K -570 -10%
CBN
1947
Cadence Bank NA
Texas
$281K -$1.73K -31 -0.6%
SWA
1948
SOA Wealth Advisors
New York
$281K +$10.7K +191 +4%
SOW
1949
State of Wyoming
Wyoming
$280K -$129K -2,314 -32%
MHR
1950
Matthew Hamilton Rosenberg
$280K -$40.5K -724 -13%
76 77
78
79 80