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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
2901
Silicon Valley Capital Partners
California
$34.8K +$38.4K +401 New
WWP
2902
WR Wealth Planners
Missouri
$34.8K – – –
CWAF
2903
Core Wealth Advisors (Florida)
Florida
$33.8K -$9.28K -97 -20%
MWC
2904
MBM Wealth Consultants
Missouri
$33K +$23.2K +243 +198%
CWM
2905
CarsonAllaria Wealth Management
Illinois
$31K – – –
MAM
2906
Marquette Asset Management
Minnesota
$30.4K – – –
OWA
2907
One Wealth Advisors
California
$29.6K +$32.5K +340 New
LIA
2908
Luken Investment Analytics
Tennessee
$29.1K +$32K +335 New
TAIM
2909
TD Ameritrade Investment Management
Nebraska
$29K -$4.21K -44 -12%
FCG
2910
Financial Connections Group
California
$29K +$8.32K +87 +35%
WA
2911
Win Advisors
Florida
$28.8K +$31.8K +332 New
RA
2912
Rational Advisors
New York
$28.7K +$1.15K +12 +4%
HT
2913
Headlands Technologies
Illinois
$28K +$30.8K +322 New
OA
2914
Operose Advisors
Wisconsin
$27.7K +$3.54K +37 +13%
BIA
2915
Bell Investment Advisors
California
$27.4K -$24.1K -252 -44%
TCM
2916
TD Capital Management
Tennessee
$26.9K – – –
NC
2917
NewSquare Capital
Pennsylvania
$26.8K +$26.2K +274 +806%
IFA
2918
Interactive Financial Advisors
Illinois
$26.1K – – –
AJ
2919
Ashburton (Jersey)
Jersey
$23K – – –
EA
2920
Evolution Advisers
Virginia
$23K – – –
BWA
2921
Boulder Wealth Advisors
Colorado
$23K +$25.3K +265 New
Q
2922
QVR
California
$21.9K -$1.04M -10,831 -98%
BAM
2923
Baldrige Asset Management
Pennsylvania
$21K +$2.39K +25 +12%
RG
2924
Retirement Group
California
$21K +$12.5K +131 +120%
IHWM
2925
Iron Horse Wealth Management
Iowa
$21K +$21.2K +222 +1,110%
115 116
117
118 119