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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TGIA
2026
Torrey Growth & Income Advisors
California
– -$269K -9,435 Closed
PTP
2027
Platform Technology Partners
New York
– -$269K -9,359 Closed
TIA
2028
Traphagen Investment Advisors
New Jersey
– -$268K -9,351 Closed
BFG
2029
Berger Financial Group
Minnesota
– -$267K -9,316 Closed
PWM
2030
Pines Wealth Management
North Carolina
– -$267K -9,307 Closed
FWTB
2031
First Western Trust Bank
Colorado
– -$266K -9,256 Closed
JTWM
2032
Jackson Thornton Wealth Management
Alabama
– -$257K -9,216 Closed
AIM
2033
Athena Investment Management
California
– -$264K -9,179 Closed
ACGA
2034
Atlanta Consulting Group Advisors
Georgia
– -$263K -9,148 Closed
TGAM
2035
TBH Global Asset Management
Tennessee
– -$263K -9,147 Closed
IGGA
2036
Iron Gate Global Advisors
Utah
– -$261K -9,092 Closed
TAM
2037
Tucker Asset Management
Colorado
– -$258K -8,979 Closed
MW
2038
Marble Wealth
Alabama
– -$253K -8,817 Closed
CIM
2039
CIM Investment Management
Pennsylvania
– -$252K -8,785 Closed
AGP
2040
Aspire Growth Partners
Florida
– -$251K -8,758 Closed
W
2041
Wealthquest
Ohio
– -$250K -8,714 Closed
UBG
2042
United Bank (Georgia)
Georgia
– -$250K -8,702 Closed
FWP
2043
Falcon Wealth Planning
California
– -$250K -8,698 Closed
OWM
2044
OneAscent Wealth Management
Alabama
– -$250K -8,692 Closed
AFGAS
2045
Allegiance Financial Group Advisory Services
Virginia
– -$249K -8,681 Closed
AHC
2046
Adell Harriman & Carpenter
Texas
– -$249K -8,670 Closed
BWG
2047
Beta Wealth Group
California
– -$247K -8,608 Closed
KA
2048
Klingman & Associates
New York
– -$245K -8,524 Closed
LCC
2049
Lincoln Capital Corp
Rhode Island
– -$244K -8,500 Closed
AMBIA
2050
Allen Mooney & Barnes Investment Advisors
Georgia
– -$243K -8,474 Closed
80 81
82
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