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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2751
Planning Directions
Pennsylvania
$204K -$4.78K -50 -2%
WBG
2752
Wharton Business Group
Pennsylvania
$204K – – –
OKSA
2753
O'Keefe Stevens Advisory
New York
$204K -$3.06K -32 -1%
FWMM
2754
Foundation Wealth Management (Missouri)
Missouri
$203K +$224K +2,340 New
TIM
2755
Tortoise Investment Management
New York
$203K -$13K -136 -6%
FWM
2756
FMB Wealth Management
California
$203K +$223K +2,332 New
SCI
2757
S&CO Inc
Massachusetts
$202K -$33K -345 -13%
HAS
2758
Holland Advisory Services
Florida
$202K – – –
AL
2759
ADE LLC
Maryland
$201K -$15.5K -162 -7%
TWD
2760
True Wealth Design
Ohio
$201K +$222K +2,316 New
PP
2761
Patron Partners
Texas
$201K -$1.34K -14 -0.6%
CSI
2762
Cross Staff Investments
New York
$200K – – –
WP
2763
WealthShield Partners
North Carolina
$200K -$41.9K -438 -16%
KIA
2764
Kraematon Investment Advisors
Massachusetts
$200K – – –
TWM
2765
Tradition Wealth Management
Minnesota
$199K -$69.4K -726 -24%
FFC
2766
First Financial Corp
Indiana
$198K +$7.56K +79 +4%
BEI
2767
Benjamin Edwards Inc
Missouri
$194K -$45.1K -472 -17%
APC
2768
Aspire Private Capital
North Carolina
$192K +$168K +1,760 +387%
GFWA
2769
Grey Fox Wealth Advisors
Delaware
$192K +$211K +2,205 New
LF
2770
Lee Financial
Texas
$191K -$1.82K -19 -0.9%
CSWM
2771
Cassady Schiller Wealth Management
Ohio
$190K -$6.03K -63 -3%
SIC
2772
SJS Investment Consulting
Ohio
$185K -$30.7K -321 -13%
RDFA
2773
Ritter Daniher Financial Advisory
Ohio
$182K -$37.7K -394 -16%
C
2774
Covestor
United Kingdom
$182K -$28K -293 -12%
MCM
2775
Magnolia Capital Management
New York
$182K – – –
109 110
111
112 113