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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
2651
PYA Waltman Capital
Tennessee
$408K – – –
WFA
2652
Websterrogers Financial Advisors
South Carolina
$408K +$340K +2,371 New
CIC
2653
Chase Investment Counsel
Virginia
$406K -$336K -2,343 -51%
CWP
2654
Concord Wealth Partners
Virginia
$406K +$322K +2,243 New
SWP
2655
Summit Wealth Partners
Florida
$406K -$148K -1,033 -32%
SFG
2656
StrategIQ Financial Group
Indiana
$405K -$2.58K -18 -0.8%
FCIM
2657
Fairview Capital Investment Management
California
$405K – – –
FWM
2658
Focused Wealth Management
New York
$404K -$12.8K -89 -4%
HAFS
2659
Hapanowicz & Associates Financial Services
Pennsylvania
$403K – – –
ACA
2660
Ackerman Capital Advisors
Texas
$402K -$201K -1,400 -39%
ACM
2661
AUA Capital Management
Pennsylvania
$402K – – –
SNBOSD
2662
Security National Bank of So Dak
Iowa
$402K – – –
WCWM
2663
Willow Creek Wealth Management
California
$401K +$1.29K +9 +0.4%
KIG
2664
Kowal Investment Group
Wisconsin
$401K +$327K +2,277 New
SFWA
2665
Summit Financial Wealth Advisors
Louisiana
$400K -$92.6K -645 -17%
PWA
2666
Phoenix Wealth Advisors
North Carolina
$400K +$317K +2,207 New
AA
2667
Alesco Advisors
New York
$399K +$11.5K +80 +4%
TCMP
2668
Thrive Capital Management (Pennsylvania)
Pennsylvania
$399K +$316K +2,202 New
PAA
2669
Peregrine Asset Advisers
Oregon
$398K +$1.44K +10 +0.5%
RWMH
2670
Riverpoint Wealth Management Holdings
Illinois
$397K – – –
POIA
2671
Pin Oak Investment Advisors
Texas
$397K +$16.8K +117 +6%
PBF
2672
Petix & Botte Financial
California
$395K -$3.3K -23 -1%
HNW
2673
High Note Wealth
Minnesota
$395K +$313K +2,181 New
CISOA
2674
Capital Investment Services of America
Wisconsin
$394K +$312K +2,176 New
AWA
2675
Aaron Wealth Advisors
Illinois
$394K +$313K +2,179 New
105 106
107
108 109