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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2026
Sound Income Strategies
Florida
$12K +$5.39K +121 +83%
MCM
2027
MV Capital Management
Maryland
$11K -$9.66K -217 -46%
SC
2028
Steph & Co
Wisconsin
$11K +$10.7K +240 New
RBC
2029
Roble Belko & Company
Pennsylvania
$10K – – –
TVWM
2030
Tower View Wealth Management
Wisconsin
$10K – – –
MWA
2031
Moser Wealth Advisors
Washington
$9K +$8.46K +190 New
MF
2032
Manchester Financial
California
$9K +$8.55K +192 New
LWM
2033
Lionsbridge Wealth Management
Florida
$9K +$9.17K +206 New
AIM
2034
Arcadia Investment Management
Michigan
$8K – – –
TFA
2035
Toth Financial Advisory
Virginia
$7K -$240K -5,400 -97%
FFW
2036
Fusion Family Wealth
New York
$7K -$38.2K -858 -84%
AIA
2037
Arcadia Investment Advisors
Idaho
$6.03K – – –
AIC
2038
Archer Investment Corporation
Indiana
$6K -$501K -11,250 -99%
GC
2039
Globeflex Capital
California
$6K – – –
EWM
2040
EPG Wealth Management
Georgia
$6K +$5.83K +131 New
HF
2041
Halpern Financial
Virginia
$5.26K +$5.21K +117 New
AIS
2042
Accurate Investment Solutions
Pennsylvania
$4K – – –
LGWM
2043
Litman Gregory Wealth Management
California
$3K -$14.8K -333 -81%
JPLA
2044
Joseph P. Lucia & Associates
New York
$3K – – –
PG
2045
Proffitt & Goodson
Tennessee
$3K – – –
ST
2046
Sageworth Trust
Pennsylvania
$3K +$2.89K +65 New
AWM
2047
Atticus Wealth Management
Florida
$2K +$2K +45 New
CMA
2048
Cedar Mountain Advisors
Oregon
$1K +$1.07K +24 New
SHWM
2049
Silicon Hills Wealth Management
Texas
$62 +$134 +3 New
VAM
2050
Veritas Asset Management
United Kingdom
– -$416M -9,224,873 Closed
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