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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
901
Welch & Forbes
Massachusetts
$3.92M -$369K -3,348 -9%
KFP
902
KMG Fiduciary Partners
Ohio
$3.91M +$266K +2,411 +8%
FFM
903
Forum Financial Management
Illinois
$3.89M +$26.8K +243 +0.7%
KMC
904
Kirr Marbach & Co
Indiana
$3.88M -$2.53K -23 -0.1%
FMC
905
First Merchants Corp
Indiana
$3.87M +$9.14K +83 +0.2%
DEA
906
DoubleLine ETF Adviser
Florida
$3.85M +$540K +4,900 +17%
GI
907
GAMMA Investing
California
$3.84M +$220K +1,997 +6%
CDDEC
908
Caisse Des Depots Et Consignations
France
$3.83M – – –
AFG
909
Atomi Financial Group
New York
$3.82M -$661 -6 -0%
DI
910
Diligent Investors
California
$3.82M -$66.2K -601 -2%
DR
911
Davis Rea
Ontario, Canada
$3.81M +$162K +1,467 +5%
TCM
912
Twin Capital Management
Pennsylvania
$3.8M +$19.6K +178 +0.5%
GCC
913
Guardian Capital (Canada)
Ontario, Canada
$3.78M – – –
TE
914
Tema ETFs
New York
$3.78M -$10.6K -96 -0.3%
VHAM
915
Van Hulzen Asset Management
California
$3.77M -$6.8M -61,733 -65%
DAS
916
Diversify Advisory Services
Utah
$3.77M +$308K +2,798 +9%
MG
917
Marex Group
$3.75M +$654K +5,937 +22%
ATS
918
Ashton Thomas Securities
New York
$3.75M -$93.4K -848 -3%
SW
919
SlateStone Wealth
Florida
$3.74M -$167K -1,513 -4%
KI
920
Kapitalo Investimentos
Brazil
$3.73M -$4.52M -41,070 -56%
TWM
921
TriaGen Wealth Management
California
$3.71M -$81.3K -738 -2%
PWG
922
Portside Wealth Group
Utah
$3.67M +$206K +1,868 +6%
CIG
923
Cullen Investment Group
Louisiana
$3.65M -$1.33M -12,066 -28%
LIM
924
Leavell Investment Management
Alabama
$3.65M -$348K -3,162 -9%
SPFA
925
Summit Place Financial Advisors
New Jersey
$3.64M -$122K -1,107 -3%
35 36
37
38 39