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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WR
3001
WD Rutherford
Oregon
$114K -$53.5K -300 -31%
CIAS
3002
CBIZ Investment Advisory Services
Ohio
$112K – – –
JIR
3003
James Investment Research
Ohio
$110K +$86.3K +484 +290%
DOA
3004
D'Orazio & Associates
Virginia
$109K +$47.1K +264 +69%
CWP
3005
Concord Wealth Partners
Virginia
$107K -$228K -1,279 -67%
PCM
3006
Penserra Capital Management
California
$107K +$83.4K +468 +275%
DI
3007
Disciplined Investments
Oklahoma
$104K – – –
LWA
3008
Lowe Wealth Advisors
Maryland
$104K – – –
SL
3009
Savior LLC
Massachusetts
$102K -$106K -592 -49%
HFM
3010
Harvest Fund Management
China
$102K +$34.8K +195 +48%
PP
3011
Pacifica Partners
Canada
$101K +$10.7K +60 +12%
KIG
3012
Kessler Investment Group
Indiana
$97K – – –
DRS
3013
Deane Retirement Strategies
Louisiana
$91K – – –
AIL
3014
AGF Investments LLC
Ontario, Canada
$90K -$9.27K -52 -9%
EPM
3015
Equitec Proprietary Markets
Illinois
$85K – – –
LWP
3016
Laurel Wealth Planning
Minnesota
$85K – – –
FMP
3017
Financial Management Professionals
Texas
$81K -$79.7K -447 -48%
EC
3018
Estate Counselors
Wisconsin
$80K – – –
GSAM
3019
Grant Street Asset Management
Pennsylvania
$80K +$84.3K +473 New
SFO
3020
Standard Family Office
South Dakota
$77K -$860K -4,825 -91%
BAM
3021
Baldrige Asset Management
Pennsylvania
$75K -$9.98K -56 -11%
LAS
3022
Lloyd Advisory Services
Georgia
$75K +$36.7K +206 +86%
BHWM
3023
Bay Harbor Wealth Management
Maryland
$72K +$76.3K +428 New
BEI
3024
Benjamin Edwards Inc
Missouri
$69K -$425K -2,385 -85%
IPW
3025
IronBridge Private Wealth
Texas
$67K – – –
119 120
121
122 123