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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
2026
Aspire Growth Partners
Florida
– -$251K -8,758 Closed
W
2027
Wealthquest
Ohio
– -$250K -8,714 Closed
UBG
2028
United Bank (Georgia)
Georgia
– -$250K -8,702 Closed
FWP
2029
Falcon Wealth Planning
California
– -$250K -8,698 Closed
OWM
2030
OneAscent Wealth Management
Alabama
– -$250K -8,692 Closed
AFGAS
2031
Allegiance Financial Group Advisory Services
Virginia
– -$249K -8,681 Closed
AHC
2032
Adell Harriman & Carpenter
Texas
– -$249K -8,670 Closed
BWG
2033
Beta Wealth Group
California
– -$247K -8,608 Closed
KA
2034
Klingman & Associates
New York
– -$245K -8,524 Closed
LCC
2035
Lincoln Capital Corp
Rhode Island
– -$244K -8,500 Closed
AMBIA
2036
Allen Mooney & Barnes Investment Advisors
Georgia
– -$243K -8,474 Closed
AWM
2037
Aviso Wealth Management
Washington
– -$243K -8,459 Closed
DTC
2038
Davidson Trust Company
Washington
– -$238K -8,276 Closed
NGA
2039
Naples Global Advisors
Florida
– -$237K -8,272 Closed
SMA
2040
Seven Mile Advisory
New Jersey
– -$237K -8,267 Closed
KA
2041
KLCM Advisors
Wisconsin
– -$237K -8,262 Closed
PPW
2042
Parcion Private Wealth
Washington
– -$237K -8,260 Closed
LSIA
2043
LaSalle St. Investment Advisors
Illinois
– -$237K -8,256 Closed
RPWA
2044
Regent Peak Wealth Advisors
Georgia
– -$236K -8,209 Closed
WA
2045
Waddell & Associates
Tennessee
– -$235K -8,190 Closed
BMCM
2046
Bryn Mawr Capital Management
Pennsylvania
– -$235K -8,173 Closed
PCA
2047
Prosperity Capital Advisors
Ohio
– -$234K -8,143 Closed
FMLI
2048
Fukoku Mutual Life Insurance
Japan
– -$234K -8,138 Closed
KCFA
2049
Key Client Fiduciary Advisors
New Jersey
– -$234K -8,137 Closed
SWM
2050
SeaCrest Wealth Management
New York
– -$234K -8,136 Closed
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