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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1801
Hara Capital
Washington
$845K -$24.2K -230 -3%
TW
1802
TrinityPoint Wealth
Connecticut
$842K -$4.52K -43 -0.6%
AI
1803
Accredited Investors
Minnesota
$841K +$26.4K +251 +3%
AFM
1804
Armstrong Fleming & Moore
District of Columbia
$841K +$18.1K +172 +2%
CCFM
1805
Clear Creek Financial Management
Washington
$841K -$20.4K -194 -3%
EFL
1806
ERn Financial LLC
Wisconsin
$841K +$8.93K +85 +1%
EI
1807
Ellevest Inc
New York
$839K -$15.5K -148 -2%
VW
1808
Vance Wealth
California
$838K -$110K -1,043 -12%
VIP
1809
Vista Investment Partners
Oklahoma
$837K -$19.5K -186 -2%
VWM
1810
Venturi Wealth Management
Texas
$836K +$97.9K +932 +14%
HCMG
1811
Howard Capital Management Group
California
$836K -$31.5K -300 -4%
FDCP
1812
Foster Dykema Cabot & Partners
Massachusetts
$834K -$43K -409 -5%
VF
1813
Vest Financial
Virginia
$834K +$98.2K +935 +14%
PAM
1814
Palisade Asset Management
Minnesota
$834K +$57.8K +550 +8%
AP
1815
Americana Partners
Texas
$833K -$560K -5,335 -42%
PP
1816
PDS Planning
Ohio
$832K +$110K +1,046 +16%
PWM
1817
Paulson Wealth Management
Illinois
$830K -$2.84K -27 -0.4%
FMLI
1818
Fukoku Mutual Life Insurance
Japan
$828K – – –
WPC
1819
White Pine Capital
Minnesota
$827K -$8.93K -85 -1%
CBT
1820
CoreFirst Bank & Trust
Kansas
$825K – – –
SPF
1821
South Plains Financial
Texas
$825K +$778K +7,407 New
SC
1822
Saybrook Capital
North Carolina
$824K – – –
TAM
1823
Titleist Asset Management
Texas
$824K +$23.5K +224 +3%
APG
1824
Abacus Planning Group
South Carolina
$822K -$210 -2 -0%
FFA
1825
Founders Financial Alliance
North Carolina
$821K +$15.1K +144 +2%
71 72
73
74 75