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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2751
Whelan Financial
California
$246K +$232K +2,211 New
LJHT
2752
Laurie J. Hall Trustee
$246K -$210K -2,000 -47%
CCP
2753
Carmel Capital Partners
California
$246K -$907K -8,634 -80%
LRWA
2754
Long Run Wealth Advisors
New York
$245K – – –
LWM
2755
Latko Wealth Management
Illinois
$245K +$231K +2,201 New
FWM
2756
FMA Wealth Management
Massachusetts
$245K – – –
BSHC
2757
Breed's Hill Capital
Massachusetts
$245K +$231K +2,200 New
IP
2758
Integras Partners
Georgia
$245K +$231K +2,198 New
SIM
2759
Seaview Investment Managers
Florida
$245K -$9.48M -90,286 -98%
PAW
2760
Plan A Wealth
Nebraska
$244K +$231K +2,195 New
JWBC
2761
John W. Bristol & Co
New York
$244K – – –
OPWM
2762
Oxinas Partners Wealth Management
Indiana
$244K -$114K -1,088 -33%
BCM
2763
Brookmont Capital Management
Texas
$243K -$33.2K -316 -13%
FWA
2764
Flagship Wealth Advisors
Massachusetts
$243K +$229K +2,184 New
LFP
2765
Lakeshore Financial Planning
Michigan
$243K – – –
CCB
2766
Cutter & Co Brokerage
Missouri
$243K -$26.3K -250 -10%
BONH
2767
Bank of New Hampshire
New Hampshire
$242K – – –
PPC
2768
Pennington Partners & Co
Maryland
$242K +$227K +2,164 New
DBRC
2769
D.B. Root & Company
Pennsylvania
$242K +$228K +2,170 New
PWMG
2770
Private Wealth Management Group
New Jersey
$242K +$147K +1,399 +182%
BOM
2771
Bank of Marin
California
$241K – – –
WFA
2772
WestHill Financial Advisors
California
$240K +$227K +2,159 New
FCM
2773
Firestone Capital Management
Florida
$240K – – –
MCP
2774
Mirador Capital Partners
California
$240K -$11.9K -113 -5%
MFG
2775
Monte Financial Group
Connecticut
$240K -$1.26K -12 -0.6%
109 110
111
112 113