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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2101
SkyOak Wealth
Michigan
$606K +$30.2K +242 +5%
NFSG
2102
Newbridge Financial Services Group
Florida
$606K +$610K +4,880 New
OC
2103
Oarsman Capital
Wisconsin
$605K – – –
FNBOSM
2104
First National Bank of South Miami
Florida
$603K -$7.13K -57 -1%
FSG
2105
Financial Strategies Group
Michigan
$603K +$14.4K +115 +2%
PIMG
2106
Patriot Investment Management Group
Tennessee
$601K -$4.13K -33 -0.7%
LWA
2107
Lineweaver Wealth Advisors
Ohio
$601K +$124K +996 +26%
WA
2108
Wealth Architects
California
$598K -$21.9K -175 -4%
CHA
2109
Cooper/Haims Advisors
New York
$596K -$23.7K -190 -4%
CYG
2110
Clean Yield Group
Vermont
$595K -$6.25K -50 -1%
BWAM
2111
Boyd Watterson Asset Management
Ohio
$593K +$328K +2,626 +122%
WA
2112
Wambolt & Associates
Colorado
$592K -$18.1K -145 -3%
SIG
2113
Sargent Investment Group
Maryland
$591K +$4.75K +38 +0.8%
KA
2114
Klingman & Associates
New York
$589K +$94.2K +754 +19%
CGA
2115
Crescent Grove Advisors
Illinois
$588K -$42.5K -340 -7%
EWM
2116
Elmwood Wealth Management
California
$588K – – –
BHA
2117
Beech Hill Advisors
New York
$586K -$25K -200 -4%
ARMT
2118
Amica Retiree Medical Trust
Rhode Island
$584K -$302K -2,420 -34%
SSA
2119
South Street Advisors
New York
$584K – – –
RGIA
2120
Rainier Group Investment Advisory
Washington
$576K -$6.38K -51 -1%
KTA
2121
Keeley-Teton Advisors
Illinois
$576K – – –
MMG
2122
Monetary Management Group
Missouri
$576K – – –
BWM
2123
Buckley Wealth Management
Nevada
$574K -$178K -1,425 -24%
CAM
2124
Cozad Asset Management
Illinois
$574K -$11.3K -90 -2%
PSC
2125
Prentiss Smith & Co
Vermont
$573K – – –
83 84
85
86 87