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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
2026
Edge Capital Group
Georgia
$205K -$2.74M -63,850 -98%
GGS
2027
Galvin Gaustad & Stein
Arizona
$205K – – –
SDH
2028
Sloy Dahl & Holst
Washington
$205K – – –
TWM
2029
Titus Wealth Management
California
$205K +$224K +5,228 New
IWA
2030
Intercontinental Wealth Advisors
Texas
$204K +$222K +5,189 New
CI
2031
Cordant Inc
Oregon
$203K -$23.2K -541 -9%
FWM
2032
Forefront Wealth Management
Pennsylvania
$203K – – –
MC
2033
Middleton & Co
Massachusetts
$203K – – –
I
2034
INVST
Indiana
$202K -$25.2K -588 -10%
EM
2035
Excalibur Management
Massachusetts
$202K +$32.4K +755 +17%
DGI
2036
Disciplined Growth Investors
Minnesota
$201K -$92.1K -2,148 -30%
MFGM
2037
Marshall Financial Group (Maryland)
Maryland
$201K -$17.7K -412 -7%
OIA
2038
Optimum Investment Advisors
Illinois
$200K – – –
ASBI
2039
American State Bank (Iowa)
Iowa
$197K +$2.02K +47 +0.9%
TIM
2040
Tortoise Investment Management
New York
$196K +$16K +372 +8%
CP
2041
Castleview Partners
Texas
$195K -$11.7K -273 -9%
TF
2042
TimeScale Financial
Massachusetts
$192K +$1.29K +30 +0.6%
HWA
2043
HHM Wealth Advisors
Tennessee
$191K -$5.87K -137 -3%
COCM
2044
Charter Oak Capital Management
New Hampshire
$190K +$86 +2 +0%
SWA
2045
SOA Wealth Advisors
New York
$189K -$6.3K -147 -3%
MCC
2046
Money Concepts Capital
Florida
$188K -$207K -4,837 -51%
OC
2047
Oakworth Capital
Alabama
$185K -$12K -280 -6%
ACM
2048
AUA Capital Management
Pennsylvania
$185K – – –
PO
2049
Private Ocean
California
$180K -$35.8K -836 -15%
AP
2050
Atwood & Palmer
Missouri
$177K – – –
80 81
82
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