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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2051
WoodTrust Financial
Wisconsin
$227K -$114K -1,961 -33%
PK
2052
Pflug Koory
Nebraska
$226K – – –
EW
2053
Element Wealth
Mississippi
$226K +$4.02K +69 +2%
EWP
2054
Engrave Wealth Partners
Texas
$225K – – –
FA
2055
Faithward Advisors
Pennsylvania
$225K – – –
SPI
2056
Santori & Peters Inc
Pennsylvania
$225K – – –
LIA
2057
LBMC Investment Advisors
Tennessee
$225K +$377K +6,460 New
FEG
2058
Fund Evaluation Group
Ohio
$224K – – –
OC
2059
Oakworth Capital
Alabama
$219K +$11.7K +200 +5%
MHIC
2060
Marble Harbor Investment Counsel
Massachusetts
$219K +$11.9K +204 +5%
CWA
2061
Clarus Wealth Advisors
Arizona
$219K +$225K +3,858 New
ACG
2062
Allen Capital Group
Nebraska
$218K +$14.2K +243 +7%
WQ
2063
Wealth Quarterback
New Jersey
$218K +$28.2K +484 +14%
UFA
2064
US Financial Advisors
Massachusetts
$217K – – –
CI
2065
Cordant Inc
Oregon
$217K +$2.68K +46 +1%
HGWM
2066
Horst & Graben Wealth Management
Oregon
$217K +$226K +3,877 New
ACA
2067
Ackerman Capital Advisors
Texas
$216K -$16.8K -288 -7%
TFA
2068
Teamwork Financial Advisors
Texas
$216K +$225K +3,864 New
SN
2069
Sittner & Nelson
Oregon
$215K – – –
TW
2070
Transform Wealth
Colorado
$215K +$224K +3,836 New
FBFS
2071
First Business Financial Services
Wisconsin
$215K +$224K +3,839 New
CWM
2072
Cabot Wealth Management
Massachusetts
$214K – – –
RZH
2073
Relyea Zuckerberg Hanson
Connecticut
$213K +$222K +3,809 New
WBG
2074
Wharton Business Group
Pennsylvania
$212K – – –
PWM
2075
Purus Wealth Management
California
$211K +$875 +15 +0.4%
81 82
83
84 85