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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
2701
Darden Wealth Group
Michigan
$231K -$36.9K -335 -14%
IFS
2702
Ifrah Financial Services
Arkansas
$231K – – –
FFC
2703
Frederick Financial Consultants
Maryland
$231K +$223K +2,028 New
PFGWM
2704
Price Financial Group Wealth Management
Oregon
$230K +$228K +2,066 New
NHT
2705
New Hampshire Trust
New Hampshire
$230K -$48.9K -444 -18%
TW
2706
Towerpoint Wealth
California
$230K -$21.7K -197 -9%
TIAM2
2707
Tru Independence Asset Management 2
Oregon
$230K – – –
IAG
2708
Investment Advisory Group
Massachusetts
$230K -$29.2K -265 -12%
AP
2709
Anchyra Partners
Georgia
$229K +$221K +2,009 New
BWA
2710
Basecamp Wealth Advisors
Washington
$229K +$221K +2,009 New
IPW
2711
Impact Partnership Wealth
Georgia
$228K +$3.08K +28 +1%
HCRE
2712
Hoya Capital Real Estate
Connecticut
$228K – – –
THL
2713
Tillman Hartley LLC
Colorado
$228K +$220K +2,002 New
RA
2714
Rubicon Advisors
California
$228K +$220K +2,000 New
MCG
2715
McCollum Christoferson Group
New York
$228K – – –
BI
2716
Bramshill Investments
Florida
$228K +$220K +2,000 New
MA
2717
MYDA Advisors
New York
$228K +$220K +2,000 New
NED
2718
Nancy E. Dempze
$228K +$220K +2,000 New
LW
2719
Livet Wealth
Utah
$227K +$220K +1,998 New
PA
2720
Planning Alternatives
Michigan
$227K +$15.6K +142 +8%
BBES
2721
Buffalo Business & Estate Services
New York
$227K +$220K +1,997 New
MPCG
2722
Matrix Private Capital Group
New York
$227K -$24.8K -225 -10%
HWA
2723
Hilltop Wealth Advisors
North Carolina
$227K +$24.8K +225 +13%
HIW
2724
Holos Integrated Wealth
Pennsylvania
$227K +$220 +2 +0.1%
PFP
2725
Paragon Financial Partners
California
$227K – – –
107 108
109
110 111