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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2601
WealthShield Partners
North Carolina
$263K -$9.8K -89 -4%
CFA
2602
Capstone Financial Advisors
Illinois
$263K -$54.3K -493 -18%
FC
2603
Fusion Capital
South Carolina
$262K – – –
VFG
2604
Victory Financial Group
Texas
$261K +$16.7K +152 +7%
BWM
2605
Baron Wealth Management
Michigan
$261K +$16.5K +150 +7%
YWM
2606
Yoder Wealth Management
California
$260K +$7.38K +67 +3%
RWA
2607
Redmont Wealth Advisors
Illinois
$260K – – –
TCM
2608
Towercrest Capital Management
Pennsylvania
$260K – – –
SPI
2609
Sutton Place Investors
New York
$260K -$881 -8 -0.3%
FBFS
2610
First Business Financial Services
Wisconsin
$260K -$70K -636 -22%
CSPIA
2611
Cary Street Partners Investment Advisory
Virginia
$259K +$45.9K +417 +22%
CPA
2612
Cardiff Park Advisors
California
$259K -$1.54K -14 -0.6%
NWM
2613
Northwest Wealth Management
Iowa
$259K -$19.2K -174 -7%
IA
2614
Insight Advisors
Pennsylvania
$258K -$37K -336 -13%
PFA
2615
Pathway Financial Advisors
Vermont
$258K -$23.3K -212 -9%
AWMG
2616
Alliance Wealth Management Group
New Jersey
$258K – – –
FCM
2617
Firestone Capital Management
Florida
$258K -$1.21K -11 -0.5%
LA
2618
Latitude Advisors
Florida
$258K -$43.4K -394 -15%
SWGC
2619
Summit Wealth Group (Colorado)
Colorado
$257K -$1.13M -10,305 -82%
KFA
2620
Kapstone Financial Advisors
Ohio
$257K – – –
NRI
2621
NFP Retirement Inc
California
$257K -$4.63K -42 -2%
WFS
2622
WealthGarden F.S.
California
$257K -$33.8K -307 -12%
RIS
2623
Richmond Investment Services
Wisconsin
$257K -$4.74K -43 -2%
CWM
2624
Collaborative Wealth Management
Florida
$256K -$41.9K -380 -14%
AG
2625
AmeriFlex Group
Nevada
$256K -$27.1K -246 -10%
103 104
105
106 107