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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1426
Benchmark Capital Advisors
New York
$378K – – –
FVCM
1427
F&V Capital Management
Florida
$377K -$60.5K -600 -14%
RCWMU
1428
Rothschild & Co Wealth Management (UK)
United Kingdom
$374K – – –
EP
1429
Edgestream Partners
New Jersey
$374K +$359K +3,562 New
PMFA
1430
Plante Moran Financial Advisors
Michigan
$373K -$6.05K -60 -2%
SWM
1431
Segment Wealth Management
Texas
$371K +$1.82K +18 +0.5%
W
1432
Wealthquest
Ohio
$369K – – –
AW
1433
Alpha Windward
Massachusetts
$366K -$20K -198 -5%
PWMAG
1434
Pinnacle Wealth Management Advisory Group
New Jersey
$364K -$15.1K -150 -4%
IT
1435
Independence Trust
Tennessee
$364K +$75.7K +750 +28%
FPCG
1436
Fort Pitt Capital Group
Pennsylvania
$360K -$68.8K -682 -17%
WIS
1437
Wright Investors Service
Connecticut
$359K +$128K +1,266 +59%
MG
1438
MDE Group
New Jersey
$358K – – –
PAA
1439
Peregrine Asset Advisers
Oregon
$357K – – –
BWA
1440
Burt Wealth Advisors
Maryland
$355K +$101 +1 +0%
HS
1441
Huntington Steele
Pennsylvania
$354K -$175K -1,738 -34%
SIM
1442
Sadoff Investment Management
Wisconsin
$353K – – –
GIA
1443
Guyasuta Investment Advisors
Pennsylvania
$352K +$15.8K +157 +5%
NCM
1444
Narwhal Capital Management
Georgia
$351K -$10.1K -100 -3%
HC
1445
Highmount Capital
New York
$351K – – –
RIG
1446
Roosevelt Investment Group
New York
$349K +$54.2K +537 +19%
WA
1447
Wealth Architects
California
$348K -$18K -178 -5%
HW
1448
Hancock Whitney
Mississippi
$347K -$22.2M -220,211 -99%
PHAM
1449
Palisades Hudson Asset Management
Florida
$346K – – –
PCM
1450
Palisade Capital Management
New Jersey
$346K +$98.4K +975 +42%
56 57
58
59 60