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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2026
TritonPoint Wealth
Maryland
$275K +$269K +6,266 New
PFA
2027
Pathway Financial Advisors
Vermont
$275K +$268K +6,264 New
PIMG
2028
Patriot Investment Management Group
Tennessee
$274K +$86 +2 +0%
WAG
2029
Winthrop Advisory Group
Massachusetts
$274K -$2.87K -67 -1%
NAS
2030
NWF Advisory Services
California
$274K +$71.7K +1,672 +37%
H
2031
HoyleCohen
California
$273K -$1.67K -39 -0.6%
GP
2032
Greenline Partners
New York
$273K – – –
MSA
2033
Marino Stram & Associates
Massachusetts
$272K -$4.63K -108 -2%
HDIM
2034
Hanson & Doremus Investment Management
Vermont
$272K +$12.9K +302 +5%
IPW
2035
Invictus Private Wealth
Colorado
$271K -$4.24K -99 -2%
RP
2036
Riverwater Partners
Wisconsin
$271K -$34.2K -799 -11%
WCA
2037
Waypoint Capital Advisors
Minnesota
$271K +$49.9K +1,165 +23%
GDP
2038
Great Diamond Partners
Maine
$271K -$44.7K -1,042 -14%
CWA
2039
Consilium Wealth Advisory
Texas
$270K +$26.8K +625 +11%
KA
2040
Klingman & Associates
New York
$267K -$2.31K -54 -0.9%
WAAG
2041
Wealth Alliance Advisory Group
Kansas
$266K – – –
CWM
2042
CarsonAllaria Wealth Management
Illinois
$266K -$4.54K -106 -2%
SWM
2043
Soundmark Wealth Management
Washington
$265K – – –
WHG
2044
Westwood Holdings Group
Texas
$265K +$1.41K +33 +0.5%
TWA
2045
Talisman Wealth Advisors
New Jersey
$265K +$17.1K +398 +7%
SWM
2046
Seed Wealth Management
Illinois
$264K – – –
CCFM
2047
Clear Creek Financial Management
Washington
$264K -$32.7K -763 -11%
FWA
2048
FSC Wealth Advisors
New York
$264K – – –
YWM
2049
Yoder Wealth Management
California
$263K +$4.63K +108 +2%
KA
2050
Kearns & Associates
California
$263K – – –
80 81
82
83 84