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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1676
LVW Advisors
New York
$550K +$35.2K +316 +7%
NBG
1677
Nancy B. Gardiner
$549K +$523K +4,695 New
CYG
1678
Clean Yield Group
Vermont
$547K -$17.8K -160 -3%
VA
1679
Valmark Advisers
Ohio
$546K -$2.34K -21 -0.4%
PCFFS
1680
Pacific Center for Financial Services
California
$542K – – –
PAM
1681
Peninsula Asset Management
Florida
$542K – – –
WOC
1682
West Oak Capital
California
$540K +$5.57K +50 +1%
LFR
1683
Lehman Financial Resources
Pennsylvania
$539K +$120K +1,075 +30%
NEPWA
1684
New England Private Wealth Advisors
Massachusetts
$538K +$50.4K +453 +11%
WA
1685
Winfield Associates
Ohio
$536K -$44.5K -400 -8%
SWM
1686
Segment Wealth Management
Texas
$535K +$102K +913 +25%
CRWM
1687
Castle Rock Wealth Management
California
$534K -$18.1K -163 -3%
LW
1688
Linscomb Wealth
Texas
$534K -$8.35K -75 -2%
ONST
1689
Old North State Trust
North Carolina
$533K +$508K +4,560 New
SIAP
1690
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$529K +$21.8K +196 +5%
GHAM
1691
Gilman Hill Asset Management
Connecticut
$526K -$27.3K -245 -5%
GA
1692
GFS Advisors
Texas
$525K -$556K -4,995 -53%
SG
1693
StoneX Group
New York
$524K -$56.7K -509 -10%
GRQ
1694
Gardner Russo & Quinn
Pennsylvania
$522K -$15K -135 -3%
FCB
1695
First Command Bank
Texas
$521K +$43.4K +390 +10%
FCFS
1696
First Command Financial Services
Texas
$521K +$43.4K +390 +10%
PV
1697
Private Vista
Illinois
$519K -$8.57K -77 -2%
HCA
1698
Horan Capital Advisors
Ohio
$519K – – –
HCM
1699
Harvey Capital Management
Florida
$514K -$2M -18,000 -80%
GAMC
1700
Garner Asset Management Corp
Texas
$513K -$10.9K -98 -2%
66 67
68
69 70