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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2726
Crown Wealth Group
North Carolina
$226K +$5.4K +49 +3%
AAM
2727
AMI Asset Management
California
$225K – – –
SLT
2728
St Louis Trust
Missouri
$225K – – –
HFS
2729
Howard Financial Services
Texas
$225K +$218K +1,980 New
ECAM
2730
East Coast Asset Management
Massachusetts
$225K -$50.7K -460 -19%
CWA
2731
CJM Wealth Advisers
Virginia
$225K – – –
RA
2732
Rise Advisors
New York
$224K -$991 -9 -0.5%
SCM
2733
Saxony Capital Management
Missouri
$224K -$20.7K -188 -9%
CIA
2734
Compass Ion Advisors
Pennsylvania
$224K -$3.08K -28 -1%
MWM
2735
Mascagni Wealth Management
Mississippi
$224K – – –
BB
2736
Bell Bank
North Dakota
$224K -$991 -9 -0.5%
PWSG
2737
Pacific Wealth Strategies Group
California
$223K +$216K +1,961 New
GI
2738
GLOBALT Investments
Georgia
$223K – – –
CP
2739
Canopy Partners
Ohio
$222K -$37.2K -338 -15%
ACA
2740
Affinity Capital Advisors
California
$222K +$215K +1,948 New
IAG
2741
Investmark Advisory Group
Connecticut
$221K -$551 -5 -0.3%
TF
2742
Tenon Financial
New Jersey
$221K -$8.7K -79 -4%
PWM
2743
Purus Wealth Management
California
$220K -$4.41K -40 -2%
BWP
2744
Bernardo Wealth Planning
Pennsylvania
$220K +$110 +1 +0.1%
IFPL
2745
Investments & Financial Planning LLC
Kentucky
$220K – – –
RP
2746
Rice Partnership
Hawaii
$220K – – –
TI
2747
Truepoint Inc
Ohio
$219K -$114K -1,036 -35%
SAM
2748
Summit Asset Management
Tennessee
$219K +$1.87K +17 +0.9%
PWP
2749
Prasad Wealth Partners
Ohio
$219K +$18.1K +164 +9%
SWP
2750
Summit Wealth Partners
Florida
$219K -$12.1K -110 -5%
108 109
110
111 112