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CMCSA

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2051
Tradition Wealth Management
Minnesota
$217K -$42.9K -1,033 -15%
PIMG
2052
Patriot Investment Management Group
Tennessee
$217K -$15.8K -381 -6%
UL
2053
Unionview LLC
Washington
$216K -$11K -264 -4%
CFSG
2054
Clark Financial Services Group
Missouri
$216K +$15.2K +366 +7%
AIFS
2055
A&I Financial Services
Colorado
$216K +$239K +5,751 New
EGWAG
2056
Elwood & Goetz Wealth Advisory Group
Georgia
$215K +$498 +12 +0.2%
CWM
2057
Connecticut Wealth Management
Connecticut
$215K +$14.9K +359 +7%
AMG
2058
Asset Management Group
Connecticut
$215K -$64.9K -1,564 -21%
OFG
2059
Oxford Financial Group
Indiana
$214K -$6.6K -159 -3%
NCM
2060
Narwhal Capital Management
Georgia
$214K – – –
SL
2061
Sentinus LLC
Illinois
$214K +$5.89K +142 +3%
CIA
2062
Compass Ion Advisors
Pennsylvania
$214K +$7.18K +173 +3%
YWM
2063
Yoder Wealth Management
California
$213K -$6.56K -158 -3%
ACM
2064
Aljian Capital Management
Nevada
$212K -$7.14K -172 -3%
FPW
2065
Flywheel Private Wealth
California
$212K +$235K +5,654 New
SSW
2066
Smith Shellnut Wilson
Mississippi
$212K +$14.5K +350 +7%
WIM
2067
Westside Investment Management
California
$212K -$15.6K -375 -6%
PIA
2068
Perennial Investment Advisors
California
$211K +$3.03K +73 +1%
EPP
2069
ETF Portfolio Partners
Kansas
$211K – – –
FA
2070
Fedenia Advisers
Wisconsin
$211K +$233K +5,620 New
OAS
2071
Optivise Advisory Services
Tennessee
$211K +$234K +5,626 New
AIA
2072
Armor Investment Advisors
North Carolina
$211K -$1.25K -30 -0.5%
TW
2073
TrinityPoint Wealth
Connecticut
$209K -$7.3K -176 -3%
PCFFS
2074
Pacific Center for Financial Services
California
$209K -$26.2K -631 -10%
FLI
2075
Family Legacy Inc
South Carolina
$209K +$3.9K +94 +2%
81 82
83
84 85