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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
C
2751
Covestor
United Kingdom
$197K +$33.5K +354 +19%
CSWM
2752
Cassady Schiller Wealth Management
Ohio
$195K – – –
SIS
2753
Sound Income Strategies
Florida
$193K +$11.7K +124 +6%
AAP
2754
Arax Advisory Partners
Colorado
$192K +$2.94K +31 +1%
SIC
2755
SJS Investment Consulting
Ohio
$189K -$2.27K -24 -1%
LF
2756
Lee Financial
Texas
$187K – – –
TWP
2757
TFO Wealth Partners
Ohio
$181K +$28.4K +300 +17%
RCM
2758
Raleigh Capital Management
North Carolina
$181K +$18.9K +200 +11%
POIA
2759
Pin Oak Investment Advisors
Texas
$181K +$758 +8 +0.4%
VAG
2760
VisionPoint Advisory Group
Texas
$180K -$18.3K -193 -9%
AWM
2761
Atticus Wealth Management
Florida
$179K -$46.1K -487 -20%
DWMG
2762
DB Wealth Management Group
California
$178K – – –
IWP
2763
IAG Wealth Partners
Wisconsin
$176K +$4.83K +51 +3%
AWM
2764
Activest Wealth Management
Florida
$176K +$4.36K +46 +4%
BBPWM
2765
Blue Bell Private Wealth Management
Pennsylvania
$173K +$18.9K +199 +11%
SIA
2766
Sit Investment Associates
Minnesota
$172K – – –
SCM
2767
Silvant Capital Management
Georgia
$172K -$1.66M -17,499 -90%
BCMLT
2768
Beacon Capital Management LLC (Tennessee)
Tennessee
$170K -$8.62K -91 -5%
FMTCOCP
2769
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$170K +$1.04K +11 +0.6%
CBC
2770
Coombe, Bender & Co
New York
$170K -$2.46K -26 -1%
TWD
2771
True Wealth Design
Ohio
$169K -$41.9K -442 -19%
HWA
2772
HHM Wealth Advisors
Tennessee
$162K +$3.22K +34 +2%
PP
2773
PrairieView Partners
Minnesota
$156K +$9.47K +100 +6%
WPWM
2774
Western Pacific Wealth Management
Illinois
$153K – – –
WWP
2775
WR Wealth Planners
Missouri
$153K +$10.8K +114 +7%
109 110
111
112 113