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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
2601
Horan Securities
United States
$281K +$5.24K +52 +2%
HNW
2602
High Note Wealth
Minnesota
$281K +$3.53K +35 +1%
APW
2603
Aurora Private Wealth
New Jersey
$281K +$283K +2,808 New
CWM
2604
Collaborative Wealth Management
Florida
$281K – – –
PCMC
2605
Private Capital Management (Colorado)
Colorado
$280K +$282K +2,798 New
CGH
2606
CMG Global Holdings
Texas
$280K -$30.4K -302 -10%
CSIA
2607
Carl Stuart Investment Advisor
Texas
$280K +$46.8K +464 New
IAG
2608
Investment Advisory Group
Massachusetts
$279K +$281K +2,791 New
MWP
2609
Meredith Wealth Planning
Illinois
$279K +$12.4K +123 +5%
CWP
2610
Concord Wealth Partners
Virginia
$279K +$907 +9 +0.3%
BAM
2611
Bellevue Asset Management
Washington
$279K – – –
FPWM
2612
FSB Premier Wealth Management
Iowa
$279K -$69.1K -685 -20%
MIC
2613
Meridian Investment Counsel
California
$278K +$9.58K +95 +4%
PPW
2614
Parcion Private Wealth
Washington
$278K +$11.9K +118 +4%
PIM
2615
Progressive Investment Management
Oregon
$277K +$1.01K +10 +0.4%
W
2616
WealthOne
New York
$277K +$302 +3 +0.1%
RFN
2617
RDA Financial Network
Iowa
$277K +$1.71K +17 +0.6%
SFB
2618
STAR Financial Bank
Indiana
$277K -$30.5K -303 -10%
ACM
2619
AlphaStar Capital Management
North Carolina
$277K -$149K -1,473 -35%
CSWG
2620
Cardinal Strategic Wealth Guidance
Kentucky
$277K -$63.4K -629 -18%
TAM
2621
Titleist Asset Management
Texas
$276K +$278K +2,755 New
PMG
2622
Private Management Group
California
$276K +$24.1K +239 +10%
HFP
2623
Holistic Financial Partners
Indiana
$276K -$11.9K -118 -4%
FPA
2624
First Pacific Advisors
California
$275K – – –
TP
2625
Tranquility Partners
Tennessee
$275K +$276K +2,742 New
103 104
105
106 107