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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1751
Forte Capital
New York
$1.67M – – –
BWP
1752
Baldwin Wealth Partners
Massachusetts
$1.67M +$246K +1,704 +16%
GFG
1753
Greystone Financial Group
Michigan
$1.67M +$543K +3,757 +45%
IAS
1754
Investment Advisory Services
Texas
$1.67M -$15.3K -106 -0.9%
CCFM
1755
Clear Creek Financial Management
Washington
$1.67M +$432K +2,991 +33%
S
1756
SimplyRich
California
$1.66M -$40.9K -283 -2%
PTP
1757
Platform Technology Partners
New York
$1.66M +$79.9K +553 +5%
GWS
1758
Glassman Wealth Services
Virginia
$1.66M +$669K +4,625 +62%
EGM
1759
Engineers Gate Manager
New York
$1.65M -$25.7K -178 -1%
DIA
1760
Dean Investment Associates
Ohio
$1.65M -$37.7K -261 -2%
CM
1761
Crestline Management
Texas
$1.65M +$1.73M +11,994 New
FFS
1762
Founders Financial Securities
Maryland
$1.64M +$78.2K +541 +5%
CSPIA
1763
Cary Street Partners Investment Advisory
Virginia
$1.64M -$30.6K -212 -2%
IWA
1764
Intercontinental Wealth Advisors
Texas
$1.64M -$198K -1,369 -10%
EWS
1765
Evergreen Wealth Solutions
Pennsylvania
$1.64M +$138K +958 +9%
BO
1766
Bank OZK
Arkansas
$1.64M +$161K +1,115 +10%
WAM
1767
WealthTrust Asset Management
Florida
$1.63M +$198K +1,367 +13%
CTFG
1768
Capstone Triton Financial Group
Oklahoma
$1.63M +$2.05M +14,179 New
HH
1769
Hilltop Holdings
Texas
$1.63M +$9.4K +65 +0.5%
WWM
1770
WT Wealth Management
Arizona
$1.63M -$45.7K -316 -3%
AIC
1771
Argus Investors Counsel
New York
$1.63M +$51.6K +357 +3%
NB
1772
Nicolet Bankshares
Wisconsin
$1.63M +$128K +882 +8%
MWM
1773
Modera Wealth Management
New Jersey
$1.62M -$724K -5,007 -30%
FIM
1774
Freedom Investment Management
Connecticut
$1.62M -$1.68M -11,588 -50%
CCP
1775
Carmel Capital Partners
California
$1.62M +$293K +2,029 +21%
69 70
71
72 73