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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1701
Wintrust Investments
Illinois
$899K +$101K +936 +12%
SP
1702
Symmetry Partners
Connecticut
$898K – – –
LAM
1703
LECAP Asset Management
United Kingdom
$898K +$974K +9,044 New
S
1704
Sachetta
Massachusetts
$897K -$3.55K -33 -0.3%
MCA
1705
Millennium Capital Advisors
Arkansas
$895K -$53.3K -495 -5%
SFP
1706
Sweet Financial Partners
Minnesota
$894K -$16.1K -150 -2%
PSB
1707
Piscataqua Savings Bank
New Hampshire
$894K -$2.69K -25 -0.3%
HR
1708
Hardy Reed
Mississippi
$890K +$251K +2,334 +35%
MIA
1709
MeadowBrook Investment Advisors
Michigan
$890K -$37.7K -350 -4%
DL
1710
DOHJ LLC
Washington
$887K +$8.72K +81 +0.9%
TA
1711
TCM Advisors
West Virginia
$884K – – –
SP
1712
Successful Portfolios
Florida
$883K -$2.91K -27 -0.3%
BA
1713
Bluesphere Advisors
Pennsylvania
$882K +$411K +3,815 +75%
LCWP
1714
Legacy Capital Wealth Partners
Arkansas
$881K +$956K +8,878 New
HVIA
1715
Hudson Valley Investment Advisors
New York
$880K +$98.4K +914 +11%
SIM
1716
Sentry Investment Management
Wisconsin
$876K -$195K -1,808 -17%
MSFS
1717
Main Street Financial Solutions
Pennsylvania
$876K -$26.3K -244 -3%
GSCM
1718
Greenfield Seitz Capital Management
Texas
$873K -$8.29K -77 -0.9%
SG
1719
Strid Group
Pennsylvania
$872K +$9.04K +84 +1%
KFS
1720
Keynote Financial Services
Connecticut
$868K – – –
BBA
1721
BLB&B Advisors
Pennsylvania
$868K -$262K -2,430 -22%
EWS
1722
Evergreen Wealth Solutions
Pennsylvania
$868K -$114K -1,061 -11%
ALAM
1723
Asahi Life Asset Management
Japan
$868K -$688K -6,388 -42%
RBC
1724
Romano Brothers & Co
Illinois
$865K -$63.2K -587 -6%
PWA
1725
Providence Wealth Advisors
Illinois
$864K +$31.3K +291 +3%
67 68
69
70 71