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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
2601
Domani Wealth
Pennsylvania
$445K +$75K +417 +20%
FAM
2602
Fred Alger Management
New York
$443K -$30.5M -169,461 -99%
FFWM
2603
Future Financial Wealth Management
Ohio
$443K +$8.99K +50 +2%
KIM
2604
Karpus Investment Management
New York
$442K -$409K -2,272 -47%
PPWM
2605
PFG Private Wealth Management
Florida
$442K +$2.52K +14 +0.6%
MC
2606
Miramar Capital
Illinois
$441K -$4.5K -25 -1%
FNBSF
2607
First National Bank Sioux Falls
South Dakota
$441K – – –
SAM
2608
Security Asset Management
New York
$438K – – –
SB
2609
Strategic Blueprint
Georgia
$438K +$47.8K +266 +12%
FA
2610
Financial Advisors
Massachusetts
$437K -$6.83K -38 -2%
QCIG
2611
Quad-Cities Investment Group
Iowa
$437K – – –
KIG
2612
Kowal Investment Group
Wisconsin
$437K +$41.9K +233 +10%
PMG
2613
Private Management Group
California
$436K -$14.7K -82 -3%
RF
2614
Rollins Financial
Georgia
$436K +$446K +2,481 New
GWM
2615
Greenwich Wealth Management
Connecticut
$433K +$207K +1,153 +88%
SPIO
2616
Seven Post Investment Office
California
$432K – – –
CI
2617
CX Institutional
Indiana
$432K +$8.81K +49 +2%
SNBOSCI
2618
Security National Bank of Sioux City Iowa
Iowa
$431K -$86.5K -481 -16%
SWP
2619
Summit Wealth Partners
Florida
$430K +$1.8K +10 +0.4%
BA
2620
Ballast Advisors
Minnesota
$430K +$1.98K +11 +0.5%
LWMG
2621
Levy Wealth Management Group
Pennsylvania
$428K – – –
AWMG
2622
Alliance Wealth Management Group
New Jersey
$428K +$9.53K +53 +2%
BBP
2623
Banco BTG Pactual
Brazil
$427K +$437K +2,432 New
IFAM
2624
Institutional & Family Asset Management
Colorado
$424K -$152K -845 -26%
CHA
2625
Carmichael Hill & Associates
Maryland
$423K +$3.24K +18 +0.8%
103 104
105
106 107