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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2651
Strategic Wealth Management Group
Maryland
$400K -$86.7K -482 -17%
WBG
2652
Wharton Business Group
Pennsylvania
$400K – – –
TF
2653
TRH Financial
Iowa
$397K -$76.4K -425 -16%
LWP
2654
Legacy Wealth Planning
Nevada
$397K -$34.2K -190 -8%
1CP
2655
17 Capital Partners
Arizona
$396K +$405K +2,254 New
RCM
2656
Ratan Capital Management
Florida
$395K – – –
WCWM
2657
Willow Creek Wealth Management
California
$395K +$18.3K +102 +5%
FFC
2658
First Financial Corp
Indiana
$393K +$64.6K +359 +19%
VIMU
2659
Veritas Investment Management (UK)
United Kingdom
$393K +$402K +2,234 New
GWA
2660
GGM Wealth Advisors
Maryland
$391K – – –
ACM
2661
AUA Capital Management
Pennsylvania
$390K – – –
PWMG
2662
Pinnacle Wealth Management Group
Michigan
$390K +$399K +2,216 New
AA
2663
Alesco Advisors
New York
$389K – – –
SFG
2664
StrategIQ Financial Group
Indiana
$388K -$6.29K -35 -2%
MFGM
2665
Marshall Financial Group (Maryland)
Maryland
$388K +$9.17K +51 +2%
PCMC
2666
Private Capital Management (Colorado)
Colorado
$387K -$34K -189 -8%
MCG
2667
MACRO Consulting Group
New Jersey
$387K -$14.6K -81 -4%
PP
2668
Pegasus Partners
Wisconsin
$386K -$10.4K -58 -3%
POIA
2669
Pin Oak Investment Advisors
Texas
$385K – – –
CMBA
2670
C.M. Bidwell & Associates
Hawaii
$385K +$122K +681 +45%
HC
2671
Henshaw Capital
Massachusetts
$385K – – –
LGA
2672
Lebenthal Global Advisors
New York
$383K -$274K -1,524 -41%
PWA
2673
Phoenix Wealth Advisors
North Carolina
$383K – – –
CIC
2674
Cutler Investment Counsel
Oregon
$383K +$6.29K +35 +2%
BWM
2675
Buckley Wealth Management
Nevada
$383K +$44.1K +245 +13%
105 106
107
108 109