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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1876
Bison Wealth
Georgia
$1.53M -$354K -1,966 -18%
ISWM
1877
Independent Solutions Wealth Management
New York
$1.52M -$54.9K -305 -3%
WGCA
1878
Wolf Group Capital Advisors
Virginia
$1.52M +$3.96K +22 +0.3%
AAM
1879
Aureus Asset Management
Massachusetts
$1.52M +$867K +4,821 +126%
RHP
1880
Royal Harbor Partners
Texas
$1.52M +$45.3K +252 +3%
AWM
1881
Aries Wealth Management
Maine
$1.51M +$11.7K +65 +0.8%
TIA
1882
Trust Investment Advisors
Indiana
$1.51M +$50.4K +280 +3%
FLI
1883
Family Legacy Inc
South Carolina
$1.51M +$120K +666 +8%
SWM
1884
Salvus Wealth Management
New Jersey
$1.51M +$25K +139 +2%
HPWM
1885
Highland Private Wealth Management
Washington
$1.49M +$39.2K +218 +3%
BI
1886
Blooom Inc
Kansas
$1.49M +$196K +1,089 +15%
MW
1887
Marcum Wealth
Ohio
$1.49M -$122K -681 -7%
GFPC
1888
Global Financial Private Client
Florida
$1.49M +$133K +739 +10%
MCM
1889
Manchester Capital Management
Vermont
$1.49M -$1.98K -11 -0.1%
CWP
1890
Capital Wealth Planning
Florida
$1.49M +$24.3K +135 +2%
ACS
1891
Archford Capital Strategies
Illinois
$1.48M +$21.8K +121 +1%
WPC
1892
White Pine Capital
Minnesota
$1.48M -$56.1K -312 -4%
TF
1893
Trek Financial
Arizona
$1.48M +$38.3K +213 +3%
AWM
1894
Atticus Wealth Management
Florida
$1.48M -$34K -189 -2%
PG
1895
Prostatis Group
Maryland
$1.47M +$303K +1,686 +25%
SC
1896
Sierra Capital
Florida
$1.47M – – –
BFM
1897
Boston Financial Management
Massachusetts
$1.47M -$193K -1,074 -11%
CPC
1898
Congress Park Capital
New York
$1.47M +$118K +656 +9%
PCA
1899
Pallas Capital Advisors
Massachusetts
$1.47M +$655K +3,640 +75%
MCM
1900
Mainstay Capital Management
Michigan
$1.46M -$115K -639 -7%
74 75
76
77 78