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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2026
Waterloo Capital
Texas
$547K +$60.1K +546 +13%
HWM
2027
Hohimer Wealth Management
Washington
$547K -$2.68M -24,328 -83%
MC
2028
Mathes Company
New York
$547K – – –
AA
2029
Acorns Advisers
California
$547K +$26.7K +242 +5%
ONST
2030
Old North State Trust
North Carolina
$547K +$530K +4,808 New
IA
2031
IFG Advisors
Missouri
$547K -$12.3K -112 -2%
BLC
2032
Brown, Lisle/Cummings
Rhode Island
$546K – – –
AWA
2033
Amplius Wealth Advisors
Pennsylvania
$546K -$1.1K -10 -0.2%
BWG
2034
Beta Wealth Group
California
$546K – – –
HDA
2035
Harold Davidson & Associates
California
$544K -$34.7K -315 -6%
WAS
2036
Wealth Advisory Solutions
Indiana
$542K -$125K -1,132 -19%
FBB
2037
Fulton Breakefield Broenniman
Maryland
$542K -$68.4K -621 -12%
LNB
2038
Ledyard National Bank
$542K -$54.5K -495 -9%
MWM
2039
Meritas Wealth Management
California
$542K -$9.91K -90 -2%
AWG
2040
Altus Wealth Group
Colorado
$541K +$8.04K +73 +2%
HBCM
2041
Heron Bay Capital Management
Michigan
$540K – – –
HKAM
2042
Horizon Kinetics Asset Management
New York
$540K -$64K -581 -11%
KCP
2043
Kera Capital Partners
California
$539K +$12.2K +111 +2%
CASB
2044
Cape Ann Savings Bank
Massachusetts
$539K -$48K -436 -8%
SAI
2045
Systematic Alpha Investments
New Jersey
$538K – – –
PFA
2046
Perryman Financial Advisory
Texas
$538K +$521K +4,731 New
SCA
2047
Strathmore Capital Advisors
North Carolina
$537K -$1.65K -15 -0.3%
CUAMC
2048
China Universal Asset Management Company
China
$537K +$11.2K +102 +2%
FBT
2049
First Bankers Trust
Kentucky
$536K -$62.9K -571 -11%
CPWA
2050
Cerro Pacific Wealth Advisors
California
$536K -$1.1K -10 -0.2%
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82
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