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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAOTB
1751
Wealth Advisors of Tampa Bay
Florida
$421K – – –
RMC
1752
Regis Management Company
California
$419K – – –
VFM
1753
Viking Fund Management
North Dakota
$419K – – –
NFG
1754
Nations Financial Group
Iowa
$416K -$69.4K -679 -15%
SCI
1755
Stableford Capital II
Arizona
$412K -$2.45K -24 -0.6%
PC
1756
Palo Capital
California
$412K – – –
SFG
1757
StrategIQ Financial Group
Indiana
$412K +$51.1K +500 +15%
FWP
1758
FAS Wealth Partners
Kansas
$411K – – –
AF
1759
Alerus Financial
North Dakota
$409K -$4.07M -39,794 -91%
FBT
1760
First Bank & Trust
South Dakota
$408K +$12.8K +125 +3%
CP
1761
Cumberland Partners
Ontario, Canada
$408K +$398K +3,891 New
TFO
1762
Tarbox Family Office
California
$406K -$716 -7 -0.2%
SS
1763
Sunbelt Securities
Texas
$406K +$151K +1,473 +61%
CF
1764
Corrigan Financial
Rhode Island
$403K -$614 -6 -0.2%
WPW
1765
Winthrop Partners - WNY
New York
$403K – – –
WCM
1766
Weatherstone Capital Management
Colorado
$402K -$20.5K -200 -5%
MC
1767
Montag & Caldwell
Georgia
$398K – – –
TFF
1768
The Family Firm
Maryland
$398K +$511 +5 +0.1%
WPA
1769
Winning Points Advisors
Florida
$397K – – –
SCA
1770
STALEY CAPITAL ADVISERS
Pennsylvania
$397K +$388K +3,792 New
RHFI
1771
Reilly Herbert Faulkner III
$396K – – –
CPA
1772
Clear Perspective Advisors
Illinois
$395K +$6.65K +65 +2%
HPWM
1773
Highland Private Wealth Management
Washington
$395K +$385K +3,765 New
FRM
1774
Fox Run Management
Connecticut
$393K -$278K -2,717 -42%
WCM
1775
Windsor Capital Management
Arizona
$393K -$27.9K -273 -7%
69 70
71
72 73