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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
2851
Credential Qtrade Securities
$301K -$10.5K -57 -3%
WFA
2852
WestHill Financial Advisors
California
$300K – – –
FI
2853
FormulaFolio Investments
Michigan
$297K -$6.15M -33,374 -95%
VFIC
2854
Valley Forge Investment Consultants
Pennsylvania
$297K +$297K +1,609 New
BMD
2855
Better Money Decisions
New Mexico
$296K +$295K +1,602 New
GCMG
2856
Gyroscope Capital Management Group
Florida
$295K -$36.9K -200 -11%
BLAM
2857
Bourne Lent Asset Management
New York
$295K – – –
MWM
2858
MinichMacGregor Wealth Management
New York
$295K +$24.2K +131 +9%
DJYG
2859
David J. Yvars Group
Florida
$294K +$184 +1 +0.1%
DSAM
2860
Dock Street Asset Management
Florida
$294K +$5.35K +29 +2%
FAG
2861
Financial Advisory Group
Texas
$293K – – –
CF
2862
Clarity Financial
Texas
$293K +$44.3K +240 +18%
ACP
2863
Aveo Capital Partners
Colorado
$293K +$293K +1,590 New
LCC
2864
Lincoln Capital Corp
Rhode Island
$292K -$65.7K -356 -18%
BDF
2865
Black Diamond Financial
Maryland
$292K -$16.6K -90 -5%
CWM
2866
Curi Wealth Management
North Carolina
$292K +$1.84K +10 +0.6%
SFA
2867
Souders Financial Advisors
Ohio
$291K +$3.5K +19 +1%
CCM
2868
Cribstone Capital Management
Maine
$288K -$9.04K -49 -3%
HFAS
2869
Hummer Financial Advisory Services
Illinois
$287K +$3.69K +20 +1%
HFA
2870
High Falls Advisors
New York
$287K +$12.5K +68 +5%
DWP
2871
Destiny Wealth Partners
Florida
$286K -$43.3K -235 -13%
G
2872
GenTrust
Florida
$286K +$286K +1,550 New
CCM
2873
Campbell Capital Management
Florida
$285K – – –
RWM
2874
Raffa Wealth Management
District of Columbia
$284K +$3.87K +21 +1%
OWA
2875
Outlook Wealth Advisors
Texas
$284K -$1.48K -8 -0.5%
113 114
115
116 117