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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2051
Element Wealth
Mississippi
$226K +$4.02K +69 +2%
EWP
2052
Engrave Wealth Partners
Texas
$225K – – –
FA
2053
Faithward Advisors
Pennsylvania
$225K – – –
SPI
2054
Santori & Peters Inc
Pennsylvania
$225K – – –
LIA
2055
LBMC Investment Advisors
Tennessee
$225K +$377K +6,460 New
FEG
2056
Fund Evaluation Group
Ohio
$224K – – –
OC
2057
Oakworth Capital
Alabama
$219K +$11.7K +200 +5%
MHIC
2058
Marble Harbor Investment Counsel
Massachusetts
$219K +$11.9K +204 +5%
CWA
2059
Clarus Wealth Advisors
Arizona
$219K +$225K +3,858 New
ACG
2060
Allen Capital Group
Nebraska
$218K +$14.2K +243 +7%
WQ
2061
Wealth Quarterback
New Jersey
$218K +$28.2K +484 +14%
UFA
2062
US Financial Advisors
Massachusetts
$217K – – –
CI
2063
Cordant Inc
Oregon
$217K +$2.68K +46 +1%
HGWM
2064
Horst & Graben Wealth Management
Oregon
$217K +$226K +3,877 New
ACA
2065
Ackerman Capital Advisors
Texas
$216K -$16.8K -288 -7%
TFA
2066
Teamwork Financial Advisors
Texas
$216K +$225K +3,864 New
SN
2067
Sittner & Nelson
Oregon
$215K – – –
TW
2068
Transform Wealth
Colorado
$215K +$224K +3,836 New
FBFS
2069
First Business Financial Services
Wisconsin
$215K +$224K +3,839 New
CWM
2070
Cabot Wealth Management
Massachusetts
$214K – – –
RZH
2071
Relyea Zuckerberg Hanson
Connecticut
$213K +$222K +3,809 New
WBG
2072
Wharton Business Group
Pennsylvania
$212K – – –
PWM
2073
Purus Wealth Management
California
$211K +$875 +15 +0.4%
TA
2074
TruWealth Advisors
Louisiana
$211K +$2.68K +46 +1%
PFA
2075
Pure Financial Advisors
California
$211K +$220K +3,772 New
81 82
83
84 85