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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Accurate Wealth Management
Florida
$263K +$8.29K +159 +3%
PBC
2027
Pavion Blue Capital
California
$262K -$14K -269 -5%
SFG
2028
StrategIQ Financial Group
Indiana
$262K +$16.6K +318 +7%
FEM
2029
Fulcrum Equity Management
Texas
$261K -$7.71K -148 -3%
KCA
2030
Karn Couzens & Associates
Connecticut
$261K – – –
PPWM
2031
Paragon Private Wealth Management
Kentucky
$261K +$271K +5,191 New
BO
2032
BRR OpCo
Ohio
$260K -$11.2K -215 -4%
WIA
2033
Westbourne Investment Advisors
Maryland
$260K +$53K +1,016 +25%
FWM
2034
Forefront Wealth Management
Pennsylvania
$260K +$269K +5,160 New
FW
2035
FirstPurpose Wealth
Utah
$260K +$269K +5,162 New
PPG
2036
Peak Planning Group
Colorado
$260K -$8.13K -156 -3%
SQA
2037
Simon Quick Advisors
New Jersey
$259K -$615K -11,806 -70%
RI
2038
Ridgewood Investments
New Jersey
$259K -$403K -7,735 -60%
PHAM
2039
Palisades Hudson Asset Management
Florida
$259K – – –
SAM
2040
Synergy Asset Management
Washington
$259K +$268K +5,136 New
DCM
2041
Driehaus Capital Management
Illinois
$258K -$39.1K -751 -13%
WPC
2042
Waters Parkerson & Co
Louisiana
$258K -$14.9K -285 -5%
LNWTC
2043
Laird Norton Wetherby Trust Company
Washington
$257K -$31.3K -600 -10%
OIA
2044
Optimum Investment Advisors
Illinois
$257K – – –
EI
2045
EDMP Inc
Florida
$255K -$54.5K -1,045 -17%
ATC
2046
Adirondack Trust Company
New York
$255K +$13.6K +261 +5%
D
2047
Diversified
Delaware
$254K +$261 +5 +0.1%
KWS
2048
Keystone Wealth Services
California
$254K +$263K +5,055 New
FOA
2049
Five Oceans Advisors
California
$253K -$15.3K -294 -6%
LFA
2050
Landmark Financial Advisors
Kentucky
$253K +$262K +5,018 New
80 81
82
83 84