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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1951
Merriman Wealth Management
Washington
$275K -$8.22K -141 -3%
BFG
1952
Barber Financial Group
Kansas
$274K +$14K +240 +5%
TA
1953
Trellis Advisors
Washington
$273K – – –
SFG
1954
StrategIQ Financial Group
Indiana
$273K +$38.7K +663 +16%
DE
1955
Day & Ennis
Georgia
$272K – – –
GHAM
1956
Gilman Hill Asset Management
Connecticut
$271K – – –
MM
1957
Meridian Management
Arkansas
$271K – – –
VCM
1958
Vision Capital Management
Oregon
$271K – – –
AI
1959
Accredited Investors
Minnesota
$271K +$6.24K +107 +2%
MCM
1960
Monument Capital Management
Virginia
$271K +$52.4K +898 +23%
MPCG
1961
Matrix Private Capital Group
New York
$270K +$16.6K +284 +6%
OCM
1962
One Capital Management
California
$270K +$22.6K +388 +9%
AWM
1963
Accurate Wealth Management
Florida
$269K -$150K -2,567 -34%
SFP
1964
Shepherd Financial Partners
Massachusetts
$269K +$282K +4,834 New
WCG
1965
Weaver Consulting Group
California
$268K -$78K -1,337 -22%
BB
1966
Berkshire Bank
Massachusetts
$267K -$11.6K -199 -4%
GKWIM
1967
Gerber Kawasaki Wealth & Investment Management
California
$267K +$278K +4,775 New
OCPWS
1968
One Charles Private Wealth Services
Massachusetts
$265K -$5.83K -100 -2%
BHB
1969
Bank Hapoalim BM
Israel
$265K – – –
SHGA
1970
Sand Hill Global Advisors
California
$264K -$14.2K -244 -5%
CCC
1971
Chelsea Counsel Company
California
$262K – – –
FSC
1972
Full Sail Capital
Oklahoma
$260K -$16.9K -290 -6%
CST
1973
Charles Schwab Trust
Nevada
$260K +$271K +4,649 New
FC
1974
Fusion Capital
South Carolina
$259K +$9.39K +161 +4%
EWM
1975
Executive Wealth Management
Michigan
$257K +$466 +8 +0.2%
77 78
79
80 81