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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2751
Towerpoint Wealth
California
$201K +$196K +2,225 New
TIM
2752
Tortoise Investment Management
New York
$196K – – –
CQS
2753
Credential Qtrade Securities
$194K -$14.2K -161 -7%
SWM
2754
Sugarloaf Wealth Management
Georgia
$192K -$30.9K -351 -14%
PPC
2755
Park Place Capital
Alabama
$189K -$15K -170 -8%
ME
2756
McIlrath & Eck
Washington
$189K -$13.5K -153 -7%
MSFP
2757
Mark Sheptoff Financial Planning
Connecticut
$189K -$52.9K -600 -22%
CSWM
2758
Cassady Schiller Wealth Management
Ohio
$188K +$7.67K +87 +4%
AAP
2759
Arax Advisory Partners
Colorado
$187K -$5.82K -66 -3%
KWAG
2760
Kiely Wealth Advisory Group
North Carolina
$187K +$172K +1,955 New
POIA
2761
Pin Oak Investment Advisors
Texas
$183K – – –
JCP
2762
Jennifer C. Price
$181K – – –
LF
2763
Lee Financial
Texas
$178K -$13.8K -156 -7%
SIA
2764
Sit Investment Associates
Minnesota
$174K – – –
CBC
2765
Coombe, Bender & Co
New York
$171K +$166K +1,888 New
TCWA
2766
Turtle Creek Wealth Advisors
Texas
$169K +$165K +1,875 New
EAM
2767
EdenTree Asset Management
United Kingdom
$167K – – –
TWM
2768
Tradition Wealth Management
Minnesota
$167K -$13.7K -155 -8%
BBPWM
2769
Blue Bell Private Wealth Management
Pennsylvania
$167K -$12.4K -141 -7%
CCA
2770
Criterion Capital Advisors
Tennessee
$167K +$163K +1,847 New
TWD
2771
True Wealth Design
Ohio
$166K -$4.67K -53 -3%
KI
2772
Kapitalo Investimentos
Brazil
$165K +$161K +1,828 New
SC
2773
Stephens Consulting
Michigan
$165K -$264 -3 -0.2%
AWM
2774
Atticus Wealth Management
Florida
$163K – – –
NL
2775
NKCFO LLC
Illinois
$158K – – –
109 110
111
112 113