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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
1601
Cornerstone Advisors (Washington)
Washington
$124K +$50.6K +502 +74%
CG
1602
Colony Group
Massachusetts
$123K -$5.85K -58 -5%
CCS
1603
Crosspoint Capital Strategies
California
$120K -$1.28M -12,650 -92%
MS
1604
Marshall & Sullivan
Washington
$120K – – –
SHJ
1605
Sharkey, Howes & Javer
Colorado
$119K +$115K +1,136 New
WP
1606
WealthPLAN Partners
Nebraska
$116K +$114K +1,132 New
GWA
1607
Genesis Wealth Advisors
Massachusetts
$115K – – –
MUS
1608
Mitsubishi UFJ Securities
Japan
$112K +$108K +1,070 New
NYLT
1609
New York Life Trust
New York
$110K +$8.78K +87 +9%
WCM
1610
Wealthcare Capital Management
Virginia
$108K +$41.7K +413 +67%
BAM
1611
Bruderman Asset Management
New York
$100K +$96.3K +955 New
MA
1612
MCF Advisors
Kentucky
$99K +$908 +9 +1%
EP
1613
Edinburgh Partners
United Kingdom
$96K – – –
AFIA
1614
America First Investment Advisors
Nebraska
$95K – – –
BL
1615
Balentine LLC
Georgia
$95K +$91.2K +904 New
BCMIO
1616
Beacon Capital Management Inc (Ohio)
Ohio
$90K -$5.04K -50 -6%
CWM
1617
Catamount Wealth Management
Connecticut
$89K – – –
SEC
1618
Seven Eight Capital
New York
$86K +$82.9K +822 New
AWM
1619
Avior Wealth Management
Nebraska
$85K +$17.5K +173 +27%
RCG
1620
Ruggie Capital Group
Florida
$83K -$1.51K -15 -2%
KT
1621
Kanaly Trust
Texas
$82K +$8.57K +85 +12%
BCM
1622
Blume Capital Management
California
$77K -$35.3K -350 -32%
PIM
1623
Parasol Investment Management
Illinois
$77K – – –
CWM
1624
Cranbrook Wealth Management
Michigan
$77K +$2.93K +29 +4%
DOA
1625
D'Orazio & Associates
Virginia
$70K – – –
63 64
65
66 67