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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2026
Mathes Company
New York
$548K -$64.6K -600 -10%
TF
2027
Tompkins Financial
New York
$547K -$11.9K -111 -2%
SS
2028
Sunbelt Securities
Texas
$545K -$1.83K -17 -0.3%
SAM
2029
SP Asset Management
California
$544K +$10.8K +100 +2%
SCA
2030
St. Clair Advisors
Ohio
$544K – – –
HCM
2031
Hutchinson Capital Management
California
$544K +$215 +2 +0%
DIM
2032
Delta Investment Management
California
$543K -$4.74K -44 -0.8%
AFA
2033
American Financial Advisors
Georgia
$543K -$47.7K -443 -7%
AWG
2034
Altus Wealth Group
Colorado
$541K -$1.61K -15 -0.3%
MCM
2035
Morton Capital Management
California
$541K -$29.3K -272 -5%
LA
2036
LVW Advisors
New York
$540K +$108K +1,005 +23%
PB
2037
Pinnacle Bancorp
Nebraska
$539K -$3.34K -31 -0.6%
LA
2038
Lifeworks Advisors
Michigan
$539K -$57.9K -538 -9%
MCWS
2039
McKinley Carter Wealth Services
West Virginia
$538K -$50.7K -471 -8%
PFG
2040
Prosperity Financial Group
California
$538K +$39.6K +368 +7%
BCFD
2041
Boit C.F. David
$536K – – –
GA
2042
Goldstein Advisors
Wisconsin
$536K -$176K -1,638 -23%
NJIM
2043
Nabity-Jensen Investment Management
Nebraska
$535K -$9.15K -85 -2%
DA
2044
Detalus Advisors
Missouri
$535K -$4.31K -40 -0.7%
FFG
2045
Fiduciary Financial Group
California
$535K +$585K +5,430 New
NCTC
2046
New Covenant Trust Company
Indiana
$534K +$17.7K +164 +3%
WDG
2047
Wealth Dimensions Group
Ohio
$533K +$49.2K +457 +9%
BFG
2048
Beacon Financial Group
Texas
$533K -$41.2K -383 -7%
NCM
2049
Neumann Capital Management
California
$533K – – –
PCS
2050
Personal CFO Solutions
New Jersey
$532K -$17.7K -164 -3%
80 81
82
83 84