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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1701
Alpha Windward
Massachusetts
$333K -$3.3K -30 -1%
PNAA
1702
Pictet North America Advisors
Switzerland
$333K +$324K +2,940 New
NWM
1703
Northwest Wealth Management
Iowa
$332K -$10.3K -94 -3%
VIA
1704
Vident Investment Advisory
Georgia
$332K +$323K +2,931 New
WA
1705
Wealth Architects
California
$331K -$551 -5 -0.2%
MCP
1706
Mirador Capital Partners
California
$331K +$551 +5 +0.2%
SFG
1707
StrategIQ Financial Group
Indiana
$331K +$661 +6 +0.2%
EWM
1708
Evermay Wealth Management
Virginia
$331K +$322K +2,920 New
KM
1709
Kalos Management
Georgia
$330K +$55.8K +507 +21%
BA
1710
Bristol Advisors
Pennsylvania
$329K -$1.98M -18,000 -86%
RFM
1711
Royal Fund Management
Florida
$328K +$11.5K +104 +4%
SMH
1712
Sanders Morris Harris
Texas
$328K +$93.6K +850 +42%
CAM
1713
Concorde Asset Management
Michigan
$328K +$96.6K +877 +43%
CPC
1714
Cookson Peirce & Co
Pennsylvania
$327K +$68.5K +622 +27%
BWM
1715
BerganKDV Wealth Management
Minnesota
$324K -$771 -7 -0.2%
FFC
1716
First Financial Corp
Indiana
$323K -$1.32K -12 -0.4%
CPA
1717
Capital Planning Advisors
California
$321K +$52.3K +475 +20%
TFO
1718
Tarbox Family Office
California
$321K +$250K +2,273 +410%
CHAM
1719
Clear Harbor Asset Management
Connecticut
$320K -$11.6K -105 -4%
KWMG
1720
King Wealth Management Group
Florida
$318K +$661 +6 +0.2%
LWA
1721
Lowe Wealth Advisors
Maryland
$316K -$15.7K -143 -5%
SCI
1722
S&CO Inc
Massachusetts
$313K +$6.61K +60 +2%
CI
1723
Chartist Inc
California
$312K -$4.84K -44 -2%
B
1724
Bridgeworth
Alabama
$311K -$4.96K -45 -2%
SIM
1725
Sadoff Investment Management
Wisconsin
$310K +$60.6K +550 +25%
67 68
69
70 71