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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
1451
Vise Technologies
New York
$1.51M +$560K +5,335 +65%
CAS
1452
Coppell Advisory Solutions
Texas
$1.5M +$886K +8,434 +164%
BFS
1453
Bard Financial Services
Connecticut
$1.5M -$86.7K -825 -6%
BIC
1454
Beach Investment Counsel
Pennsylvania
$1.5M -$511K -4,861 -26%
GWM
1455
Gibbs Wealth Management
Georgia
$1.5M +$293K +2,792 +26%
EWM
1456
Elmwood Wealth Management
California
$1.5M +$32.4K +308 +2%
HAG
1457
HF Advisory Group
Maryland
$1.5M +$6.62K +63 +0.5%
MAM
1458
MWA Asset Management
Massachusetts
$1.5M -$33.7K -321 -2%
CNBT
1459
Cornerstone National Bank & Trust
Illinois
$1.49M -$40.3K -384 -3%
BI
1460
Ballast Inc
Kentucky
$1.47M +$64.5K +614 +5%
CT
1461
Chicago Trust
Illinois
$1.47M -$9.87K -94 -0.7%
BP
1462
BBR Partners
New York
$1.46M -$139K -1,321 -9%
SXL
1463
Summit X LLC
Missouri
$1.46M -$244K -2,321 -15%
LA
1464
LM Advisors
California
$1.46M -$43.2K -411 -3%
TCM
1465
Tang Capital Management
California
$1.46M +$448K +4,261 +48%
CCWA
1466
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.45M -$111K -1,057 -7%
GITFIT
1467
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.45M – – –
LFA
1468
Legacy Financial Advisors
Kentucky
$1.45M +$98.8K +941 +8%
DFA
1469
Delta Financial Advisors
Louisiana
$1.45M -$30.6K -291 -2%
HWM
1470
Hohimer Wealth Management
Washington
$1.45M +$64.9K +618 +5%
CPW
1471
Cove Private Wealth
New York
$1.45M – – –
PCM
1472
Prelude Capital Management
New York
$1.45M +$1.37M +12,999 New
MGP
1473
M&G plc
United Kingdom
$1.45M – – –
F8IS
1474
Figure 8 Investment Strategies
Idaho
$1.44M +$1.36M +12,950 New
TWP
1475
Tempus Wealth Planning
California
$1.44M -$73.3K -698 -5%
57 58
59
60 61