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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1951
First Bancorp
Maine
$221K -$866 -24 -0.4%
AFM
1952
Aspetuck Financial Management
Connecticut
$220K – – –
ASG
1953
Ariston Services Group
California
$220K – – –
SP
1954
Successful Portfolios
Florida
$220K -$180 -5 -0.1%
RB
1955
Rodgers Brothers
Pennsylvania
$219K – – –
KW
1956
Keyvantage Wealth
Pennsylvania
$218K -$104K -2,870 -33%
CWM
1957
Chesapeake Wealth Management
Virginia
$218K -$15.7K -435 -7%
BWMG
1958
Barnes Wealth Management Group
California
$218K +$15.7K +435 +8%
CPG
1959
Cornerstone Planning Group
New Jersey
$218K +$193K +5,337 +544%
PPH
1960
Pure Portfolios Holdings
Oregon
$218K -$17.7K -490 -8%
MIM
1961
Montgomery Investment Management
Maryland
$218K – – –
HP
1962
Holistic Planning
Texas
$217K – – –
CFP
1963
Cascade Financial Partners
California
$217K – – –
WAG
1964
Winthrop Advisory Group
Massachusetts
$217K +$1.88K +52 +0.9%
AT
1965
Arlington Trust
Alabama
$217K -$73.2K -2,029 -26%
PIA
1966
Panoramic Investment Advisors
Colorado
$217K – – –
BFC
1967
Bedel Financial Consulting
Indiana
$216K +$13.5K +373 +6%
TW
1968
TritonPoint Wealth
Maryland
$216K -$46.9K -1,300 -18%
SLC
1969
Second Line Capital
Louisiana
$215K +$210K +5,825 New
MG
1970
Marex Group
$215K -$363K -10,073 -63%
UFA
1971
US Financial Advisors
Massachusetts
$215K – – –
JTWM
1972
Jackson Thornton Wealth Management
Alabama
$214K -$1.51K -42 -0.7%
WHG
1973
Westwood Holdings Group
Texas
$214K -$68.4K -1,897 -25%
FWA
1974
FSC Wealth Advisors
New York
$214K -$2.2K -61 -1%
CFS
1975
Commonwealth Financial Services
West Virginia
$213K -$26.7K -741 -11%
77 78
79
80 81