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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2026
Wealth Architects
California
$324K -$1.93K -17 -0.6%
HHGA
2027
Halbert Hargrove Global Advisors
California
$324K +$1.71K +15 +0.5%
FHC
2028
First Heartland Consultants
Missouri
$324K +$6.14K +54 +2%
RIG
2029
Roosevelt Investment Group
New York
$324K +$6.94K +61 +2%
AIM
2030
Avity Investment Management
Connecticut
$324K +$36.5K +321 +12%
MFW
2031
Mosaic Family Wealth
Missouri
$323K – – –
RFM
2032
Royal Fund Management
Florida
$323K +$11K +97 +3%
WWM
2033
Windsor Wealth Management
Indiana
$323K +$136K +1,200 +69%
SCI
2034
S&CO Inc
Massachusetts
$322K – – –
AA
2035
ALPS Advisors
Colorado
$322K +$334K +2,938 New
PPP
2036
Private Portfolio Partners
New Jersey
$321K +$333K +2,926 New
LC
2037
Lindbrook Capital
California
$320K +$333K +2,926 New
PAG
2038
Pinnacle Advisory Group
Maryland
$317K -$6.48K -57 -2%
GAM
2039
Gould Asset Management
California
$317K – – –
SI
2040
Scharf Investments
California
$314K -$74.5M -655,593 -100%
CPSAC
2041
Chas P. Smith & Associates (CPS)
Florida
$314K -$64K -563 -16%
FSA
2042
Fort Sheridan Advisors
Illinois
$314K +$326K +2,866 New
AW
2043
Alpha Windward
Massachusetts
$311K -$10K -88 -3%
NWM
2044
Northwest Wealth Management
Iowa
$310K – – –
SFWA
2045
Summit Financial Wealth Advisors
Louisiana
$310K – – –
ACM
2046
AlphaCrest Capital Management
New York
$310K +$321K +2,824 New
CWM
2047
Centric Wealth Management
Illinois
$310K +$322K +2,828 New
ACM
2048
AUA Capital Management
Pennsylvania
$309K – – –
AAS
2049
Annex Advisory Services
Wisconsin
$308K -$1.02K -9 -0.3%
MLFP
2050
MPS Loria Financial Planners
Illinois
$308K – – –
80 81
82
83 84