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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3001
Wealth Advisors
California
$216K +$218K +1,184 New
MAM
3002
MMA Asset Management
Pennsylvania
$214K -$141K -767 -40%
CFG
3003
Compton Financial Group
Maryland
$214K +$18.4K +100 +9%
SIC
3004
Shoker Investment Counsel
Ohio
$213K – – –
CS
3005
Capital Square
Tennessee
$213K +$2.4K +13 +1%
MS
3006
Marshall & Sullivan
Washington
$213K +$174K +943 +451%
BWM
3007
Brickley Wealth Management
California
$211K -$2.58K -14 -1%
PCWA
3008
Pacific Capital Wealth Advisors
California
$211K – – –
SPAS
3009
Spectrum Planning & Advisory Services
California
$211K +$211K +1,142 New
JGC
3010
J. Goldman & Co
New York
$210K -$14.3M -77,604 -99%
WJA
3011
Willis Johnson & Associates
Texas
$210K +$209K +1,136 New
HBWM
3012
Hollow Brook Wealth Management
New York
$210K +$210K +1,139 New
TSS
3013
Two Sigma Securities
New York
$209K -$35K -190 -14%
VFP
3014
Verus Financial Partners
Virginia
$209K -$14.9K -81 -7%
NIMI
3015
Natixis Investment Managers International
France
$209K -$8.67K -47 -4%
KWP
3016
Keystone Wealth Partners
Arizona
$209K +$208K +1,130 New
NAMM
3017
NorthStar Asset Management (Massachusetts)
Massachusetts
$209K +$209K +1,131 New
PCA
3018
Private Capital Advisors
Connecticut
$208K – – –
EWF
3019
Epstein & White Financial
California
$208K +$4.24K +23 +2%
PIM
3020
Parker Investment Management
California
$208K +$208K +1,128 New
LOAMU
3021
Lombard Odier Asset Management (USA)
New York
$207K -$3.77M -20,451 -95%
CCM
3022
Carderock Capital Management
Maryland
$207K +$207K +1,120 New
MGAM
3023
McGowan Group Asset Management
Texas
$207K +$207K +1,120 New
LWPC
3024
Legacy Wealth Partners (California)
California
$206K +$206K +1,116 New
FWI
3025
Facet Wealth Inc
Maryland
$206K +$206K +1,117 New
119 120
121
122 123