DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1901
Drive Wealth Management
Utah
$633K +$95.7K +1,085 +18%
SFG
1902
StrategIQ Financial Group
Indiana
$632K -$28.7K -325 -4%
SWM
1903
Silverlake Wealth Management
Vermont
$632K -$124K -1,410 -17%
CCG
1904
Chatham Capital Group
Georgia
$629K -$1.41K -16 -0.2%
ST
1905
Spinnaker Trust
Maine
$627K +$68.8K +780 +13%
IWA
1906
Icon Wealth Advisors
Texas
$627K +$612K +6,942 New
MCM
1907
Mainstay Capital Management
Michigan
$626K +$71.9K +816 +13%
AWAG
1908
ARS Wealth Advisors Group
Florida
$625K -$214K -2,424 -26%
OFG
1909
Oxford Financial Group
Indiana
$625K +$159K +1,799 +35%
CPIA
1910
Cornell Pochily Investment Advisors
New York
$625K +$22.6K +256 +4%
AWA
1911
Acorn Wealth Advisors
Michigan
$624K -$88 -1 -0%
NICM
1912
Neo Ivy Capital Management
New York
$624K +$610K +6,916 New
WFA
1913
Wellspring Financial Advisors
Ohio
$624K +$5.64K +64 +0.9%
RW
1914
RVW Wealth
California
$624K -$2.47K -28 -0.4%
CWI
1915
Conscious Wealth Investments
Florida
$620K +$577K +6,540 New
PWM
1916
PBMares Wealth Management
Virginia
$620K -$529 -6 -0.1%
LCM
1917
Liberty Capital Management
Michigan
$620K -$207K -2,345 -25%
GWSG
1918
GPS Wealth Strategies Group
Colorado
$618K -$34.2K -388 -5%
MTWM
1919
Masso Torrence Wealth Management
New Jersey
$617K -$2.2K -25 -0.4%
PCG
1920
Prosperity Consulting Group
Maryland
$617K -$114K -1,293 -16%
CBFP
1921
Cedar Brook Financial Partners
Ohio
$617K -$970 -11 -0.2%
ITIM
1922
Indiana Trust & Investment Management
Indiana
$615K -$5.29K -60 -0.9%
FMN
1923
Financial Management Network
California
$614K +$7.14K +81 +1%
MCM
1924
Manchester Capital Management
Vermont
$613K +$111K +1,262 +23%
PGWM
1925
Parisi Gray Wealth Management
New Jersey
$612K -$54.5K -618 -8%
75 76
77
78 79