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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1951
Institutional & Family Asset Management
Colorado
$276K -$5.89K -132 -2%
FGA
1952
Fortis Group Advisors
New Jersey
$276K +$71.5K +1,602 +29%
GP
1953
Greenline Partners
New York
$276K – – –
MA
1954
MONECO Advisors
Connecticut
$276K +$38.5K +862 +16%
DB
1955
Dravo Bay
Delaware
$275K +$14.4K +322 +5%
DAM
1956
Derbend Asset Management
Georgia
$274K +$276K +6,189 New
WAM
1957
Watershed Asset Management
California
$274K +$276K +6,177 New
MBT
1958
Montecito Bank & Trust
California
$273K – – –
CWM
1959
CarsonAllaria Wealth Management
Illinois
$273K +$580 +13 +0.2%
KA
1960
Klingman & Associates
New York
$272K +$8.66K +194 +3%
RIA
1961
Realta Investment Advisors
Delaware
$270K – – –
LFG
1962
Lockerman Financial Group
California
$270K -$17.2K -385 -6%
WAAG
1963
Wealth Alliance Advisory Group
Kansas
$269K -$47.5K -1,064 -15%
AIA
1964
Armor Investment Advisors
North Carolina
$269K +$1.56K +35 +0.6%
SWM
1965
Seed Wealth Management
Illinois
$268K – – –
SWM
1966
Soundmark Wealth Management
Washington
$268K +$270K +6,045 New
MA
1967
Montag & Associates
Georgia
$267K – – –
FWA
1968
FSC Wealth Advisors
New York
$267K – – –
OKSA
1969
O'Keefe Stevens Advisory
New York
$266K +$33.8K +756 +14%
CL
1970
CSS LLC
Illinois
$266K -$223K -5,000 -45%
KA
1971
Kearns & Associates
California
$266K – – –
WHG
1972
Westwood Holdings Group
Texas
$266K -$4.78K -107 -2%
RWM
1973
RKL Wealth Management
Pennsylvania
$265K -$39.8K -892 -13%
HGERS
1974
Householder Group Estate & Retirement Specialist
Arizona
$264K +$266K +5,954 New
LAM
1975
Lifestyle Asset Management
Texas
$263K -$1.74K -39 -0.7%
77 78
79
80 81