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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2026
Successful Portfolios
Florida
$224K +$23.2K +560 +10%
RB
2027
Rodgers Brothers
Pennsylvania
$223K – – –
SWM
2028
Seed Wealth Management
Illinois
$223K – – –
CCA
2029
Catalyst Capital Advisors
New York
$222K +$120K +2,902 +96%
SRC
2030
Sage Rhino Capital
California
$222K -$23.5K -565 -9%
MIM
2031
Montgomery Investment Management
Maryland
$221K – – –
HP
2032
Holistic Planning
Texas
$221K -$15.9K -382 -6%
RBC
2033
Romano Brothers & Co
Illinois
$221K -$131K -3,164 -35%
CFP
2034
Cascade Financial Partners
California
$221K – – –
GWAG
2035
Garrett Wealth Advisory Group
Texas
$221K +$244K +5,877 New
RWM
2036
RKL Wealth Management
Pennsylvania
$220K +$244K +5,874 New
AF
2037
Aviso Financial
Ontario, Canada
$220K -$45.4K -1,094 -16%
PIA
2038
Panoramic Investment Advisors
Colorado
$220K -$1.04K -25 -0.4%
FWA
2039
FSC Wealth Advisors
New York
$220K -$1.87K -45 -0.8%
CPA
2040
Cardiff Park Advisors
California
$219K – – –
CT
2041
Clearstead Trust
Maine
$219K -$291 -7 -0.1%
FA
2042
FDx Advisors
Illinois
$219K -$36.7K -883 -13%
HPM
2043
Hoxton Planning & Management
West Virginia
$219K -$37K -891 -13%
DI
2044
Diligent Investors
California
$219K +$242K +5,829 New
BONH
2045
Bank of New Hampshire
New Hampshire
$219K -$23.7K -570 -9%
WAG
2046
Winthrop Advisory Group
Massachusetts
$219K -$9.21K -222 -4%
UFA
2047
US Financial Advisors
Massachusetts
$218K – – –
ALA
2048
Atlas Legacy Advisors
California
$218K +$241K +5,796 New
IPW
2049
Invictus Private Wealth
Colorado
$217K -$12.5K -302 -5%
TWM
2050
Tradition Wealth Management
Minnesota
$217K -$42.9K -1,033 -15%
80 81
82
83 84