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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2026
Heartwood Wealth Advisors
Virginia
$18.3K +$19.5K +581 New
SC
2027
Stephens Consulting
Michigan
$18.2K -$26.8K -801 -58%
IWM
2028
IMG Wealth Management
Florida
$18K – – –
AT
2029
Avalon Trust
New Mexico
$17.8K -$6.77K -202 -26%
BCM
2030
Boreal Capital Management
Florida
$17.6K +$9.38K +280 +100%
PS
2031
Pinney & Scofield
Massachusetts
$17.3K – – –
SC
2032
Swan Capital
Florida
$17K – – –
PAM
2033
Palisade Asset Management
Minnesota
$16.8K +$17.9K +534 New
LIA
2034
Luken Investment Analytics
Tennessee
$16.7K – – –
WA
2035
Whipplewood Advisors
Colorado
$16K -$21.3K -636 -55%
W
2036
WealthCollab
Washington
$16K -$302 -9 -2%
RWS
2037
Retirement Wealth Solutions
Wisconsin
$16K -$9.99K -298 -37%
SNB
2038
Security National Bank
Nebraska
$15.7K – – –
JSAM
2039
J. Safra Asset Management
New York
$15.7K +$16.8K +500 New
IRAG
2040
Investment Research & Advisory Group
Georgia
$15.6K – – –
NOI
2041
Newton One Investments
Delaware
$15.4K – – –
HIIFS
2042
Harel Insurance Investments & Financial Services
Israel
$15K – – –
TC
2043
Tacita Capital
Ontario, Canada
$14.7K – – –
JWM
2044
JPL Wealth Management
Colorado
$14.5K +$15.5K +462 New
MMCM
2045
Murphy & Mullick Capital Management
New York
$14.4K – – –
CG
2046
Curat Global
New Hampshire
$14.2K – – –
BTD
2047
BankPlus Trust Department
Mississippi
$14.2K – – –
BC
2048
Broadwater Capital
Massachusetts
$14.1K -$521K -15,541 -97%
ABWM
2049
Alpine Bank Wealth Management
Colorado
$13.8K – – –
CJ
2050
Caitlin John
Michigan
$13.7K +$14.6K +437 New
80 81
82
83 84