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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2026
Manchester Financial
California
$9K +$8.55K +192 New
LWM
2027
Lionsbridge Wealth Management
Florida
$9K +$9.17K +206 New
AIM
2028
Arcadia Investment Management
Michigan
$8K – – –
CAM
2029
Columbia Asset Management
Michigan
$7.7K – – –
TFA
2030
Toth Financial Advisory
Virginia
$7K -$240K -5,400 -97%
FFW
2031
Fusion Family Wealth
New York
$7K -$38.2K -858 -84%
AIA
2032
Arcadia Investment Advisors
Idaho
$6.03K – – –
AIC
2033
Archer Investment Corporation
Indiana
$6K -$501K -11,250 -99%
GC
2034
Globeflex Capital
California
$6K – – –
EWM
2035
EPG Wealth Management
Georgia
$6K +$5.83K +131 New
HF
2036
Halpern Financial
Virginia
$5.26K +$5.21K +117 New
AIS
2037
Accurate Investment Solutions
Pennsylvania
$4K – – –
FCH
2038
Freestone Capital Holdings
Washington
$3.72K +$1.26M +28,299 +52%
LGWM
2039
Litman Gregory Wealth Management
California
$3K -$14.8K -333 -81%
JPLA
2040
Joseph P. Lucia & Associates
New York
$3K – – –
PG
2041
Proffitt & Goodson
Tennessee
$3K – – –
ST
2042
Sageworth Trust
Pennsylvania
$3K +$2.89K +65 New
PAA
2043
Peregrine Asset Advisers
Oregon
$2.31K -$88.5K -1,988 -4%
AWM
2044
Atticus Wealth Management
Florida
$2K +$2K +45 New
PGAM
2045
Princeton Global Asset Management
New Jersey
$1.91K +$600K +13,487 +47%
LS
2046
Leelyn Smith
Illinois
$1.04K +$1.03M +23,027 New
CMA
2047
Cedar Mountain Advisors
Oregon
$1K +$1.07K +24 New
SHWM
2048
Silicon Hills Wealth Management
Texas
$62 +$134 +3 New
VAM
2049
Veritas Asset Management
United Kingdom
– -$416M -9,224,873 Closed
PCM
2050
Palestra Capital Management
New York
– -$155M -3,439,135 Closed
80 81
82
83 84