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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2476
Custos Family Office
Texas
$339K – – –
ECG
2477
EPIQ Capital Group
California
$339K -$1.16K -11 -0.4%
CSB
2478
City State Bank
Iowa
$339K +$15.1K +144 +5%
LPAM
2479
Lodestar Private Asset Management
California
$338K -$14.3K -136 -4%
LWM
2480
Laidlaw Wealth Management
New York
$338K +$38.7K +368 +14%
CL
2481
CLG LLC
California
$338K +$319K +3,032 New
LEA
2482
Legacy Edge Advisors
New York
$337K -$55.4K -527 -15%
KA
2483
Kearns & Associates
California
$336K – – –
NWA
2484
Navis Wealth Advisors
New York
$336K +$31.2K +297 +11%
FL
2485
FreeGulliver LLC
Louisiana
$336K -$31.5K -300 -9%
PP
2486
Patron Partners
Texas
$335K +$80.8K +769 +34%
TCOTS
2487
Trust Company of the South
North Carolina
$334K +$1.37K +13 +0.4%
BCM
2488
BlueCrest Capital Management
Jersey
$334K – – –
JCP
2489
Jennifer C. Price
$334K – – –
DI
2490
DAGCO Inc
Ohio
$333K +$7.88K +75 +3%
TCM
2491
Tradewinds Capital Management
Washington
$333K +$22.2K +211 +8%
BWS
2492
Broadway Wealth Solutions
Texas
$333K +$314K +2,989 New
RIA
2493
Realta Investment Advisors
Delaware
$332K -$79.5K -757 -20%
SIS
2494
Strategic Investment Solutions
Illinois
$332K +$95.9K +913 +37%
CAM
2495
Claret Asset Management
Quebec, Canada
$332K -$31.5K -300 -9%
FPL
2496
Fortress Private Ledger
North Carolina
$332K +$313K +2,980 New
AWP
2497
Abacus Wealth Partners
California
$331K +$8.09K +77 +3%
BTWM
2498
Brass Tax Wealth Management
Ohio
$331K +$6.3K +60 +2%
BWM
2499
BlackDiamond Wealth Management
New York
$331K -$16.6K -158 -5%
OCM
2500
Osterweis Capital Management
California
$330K – – –
98 99
100
101 102