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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1951
City State Bank
Iowa
$40.3K +$2.01K +60 +5%
FGA
1952
Fortis Group Advisors
New Jersey
$40.1K – – –
CTWM
1953
Cherry Tree Wealth Management
Minnesota
$38.6K – – –
WTA
1954
Washington Trust Advisors
Massachusetts
$38.4K -$1.04K -31 -2%
SIS
1955
Strategic Investment Solutions
Illinois
$38.1K +$101 +3 +0.2%
FWM
1956
FSA Wealth Management
Massachusetts
$37.9K – – –
KFA
1957
Kelleher Financial Advisors
New York
$37.7K +$40.3K +1,201 New
RWM
1958
Raffa Wealth Management
District of Columbia
$37.5K +$2.65K +79 +7%
FIM
1959
FWL Investment Management
Texas
$37.5K +$37.7K +1,126 +1,681%
VWA
1960
Valued Wealth Advisors
Utah
$37.4K +$2.38K +71 +6%
TFGT
1961
TS Financial Group (TSFG)
Illinois
$37K -$2.01K -60 -5%
POIA
1962
Pin Oak Investment Advisors
Texas
$36.8K – – –
DFA
1963
DHJJ Financial Advisors
Illinois
$36.6K – – –
WSCM
1964
Wellington Shields Capital Management
New York
$36.6K +$3.22K +96 +9%
PAI
1965
Pittenger & Anderson Inc
Nebraska
$35.5K -$2.85K -85 -7%
TWD
1966
True Wealth Design
Ohio
$35.5K -$65.7K -1,961 -63%
ETS
1967
ESL Trust Services
New York
$35.2K +$3.62K +108 +11%
FW
1968
Fairway Wealth
Ohio
$35.1K – – –
BHWM
1969
Beaird Harris Wealth Management
Texas
$35K +$1.04K +31 +3%
RDFA
1970
Ritter Daniher Financial Advisory
Ohio
$34.5K – – –
PWA
1971
Provenance Wealth Advisors
Florida
$33.2K – – –
LB
1972
Legacy Bridge
Iowa
$33.1K – – –
FFL
1973
Financial Freedom LLC
Ohio
$32.5K +$101 +3 +0.3%
FFWM
1974
Future Financial Wealth Management
Ohio
$32K – – –
CC
1975
Corsicana & Co
Texas
$31.9K +$34K +1,015 New
77 78
79
80 81