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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2601
Summit Wealth & Retirement Planning
California
$276K – – –
WFAG
2602
Wescott Financial Advisory Group
Pennsylvania
$276K +$11.3K +106 +4%
SFI
2603
SPC Financial Inc
Maryland
$275K -$5.35K -50 -2%
IAG
2604
Investmark Advisory Group
Connecticut
$275K +$20.9K +195 +7%
MC
2605
Miramar Capital
Illinois
$274K -$25.4K -237 -7%
ACM
2606
Alethea Capital Management
Washington
$274K – – –
LBA
2607
Lowell Blake & Associates
Massachusetts
$274K +$311K +2,903 New
AFT
2608
Alpha Family Trust
California
$274K +$311K +2,905 New
MWM
2609
Merriman Wealth Management
Washington
$273K -$133K -1,243 -30%
ECAM
2610
East Coast Asset Management
Massachusetts
$273K – – –
PHAM
2611
Palisades Hudson Asset Management
Florida
$273K – – –
RPA
2612
Rock Point Advisors
Vermont
$273K +$5.35K +50 +2%
PFA
2613
Pathway Financial Advisors
Vermont
$272K – – –
PAM
2614
Peninsula Asset Management
Florida
$272K – – –
PCMF
2615
Private Capital Management (Florida)
Florida
$271K -$162K -1,515 -35%
MPM
2616
Meritage Portfolio Management
Kansas
$271K +$27.5K +257 +10%
FCFC
2617
First Citizens Financial Corp
Iowa
$270K -$32.3K -302 -10%
CA
2618
Calton & Associates
Florida
$268K -$38.7K -362 -11%
GB
2619
Goepper Burkhardt
South Carolina
$267K -$19.8K -185 -6%
UWM
2620
USAdvisors Wealth Management
Minnesota
$267K +$37.4K +349 +14%
GF
2621
Gries Financial
Ohio
$267K +$38.5K +360 +15%
QC
2622
Quadrature Capital
United Kingdom
$267K +$303K +2,828 New
WOC
2623
West Oak Capital
California
$266K -$970K -9,063 -76%
KA
2624
Kercheville Advisors
Texas
$266K -$118K -1,100 -28%
HI
2625
Humankind Investments
New York
$266K +$6.53K +61 +2%
103 104
105
106 107