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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2051
Transform Wealth
Colorado
$656K -$93.7K -750 -12%
SWM
2052
Sugarloaf Wealth Management
Georgia
$655K -$37.9K -303 -5%
FDCC
2053
Foster Dykema Cabot & Co
Massachusetts
$654K – – –
FPS
2054
Fieldpoint Private Securities
Connecticut
$654K +$87.7K +702 +15%
CPSAC
2055
Chas P. Smith & Associates (CPS)
Florida
$652K -$23.8M -190,452 -97%
TIA
2056
Tiemann Investment Advisors
California
$651K +$1.88K +15 +0.3%
AP
2057
Americana Partners
Texas
$649K +$20K +160 +3%
WCM
2058
Windsor Capital Management
Arizona
$648K -$24.7K -198 -4%
EDRIA
2059
Edmonds Duncan Registered Investment Advisors
Kansas
$647K – – –
PL
2060
Plancorp LLC
Missouri
$647K +$3.25K +26 +0.5%
W
2061
Wealthquest
Ohio
$646K – – –
GRQ
2062
Gardner Russo & Quinn
Pennsylvania
$646K +$11.3K +90 +2%
BFA
2063
Benedict Financial Advisors
Georgia
$645K -$470K -3,759 -42%
DP
2064
Dearborn Partners
Illinois
$645K +$250 +2 +0%
PB
2065
Pinnacle Bancorp
Nebraska
$643K -$98.5K -788 -13%
SWRP
2066
Summit Wealth & Retirement Planning
California
$643K -$6.25K -50 -1%
VWA
2067
V Wealth Advisors
Kansas
$642K -$1.31M -10,473 -67%
CSA
2068
Cottage Street Advisors
Massachusetts
$642K -$418K -3,342 -39%
TFGT
2069
TS Financial Group (TSFG)
Illinois
$642K -$2K -16 -0.3%
DA
2070
Doliver Advisors
Texas
$641K +$44K +352 +7%
CS
2071
Cannell & Spears
New York
$640K -$375K -3,000 -37%
AIM
2072
Alhambra Investment Management
Florida
$640K +$25.9K +207 +4%
PFBT
2073
Parkside Financial Bank & Trust
Missouri
$637K -$144K -1,153 -18%
JHP
2074
James Hambro & Partners
United Kingdom
$637K +$209K +1,671 +48%
GFS
2075
GYL Financial Synergies
Connecticut
$636K +$37.4K +299 +6%
81 82
83
84 85