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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2101
Sunpointe
Missouri
$567K +$32.5K +309 +6%
WAG
2102
Windsor Advisory Group
Ohio
$567K -$1.91M -18,207 -78%
TWM
2103
TCFG Wealth Management
California
$565K +$16.2K +154 +3%
AWG
2104
Altus Wealth Group
Colorado
$564K -$4.94K -47 -0.9%
MWM
2105
Meritas Wealth Management
California
$563K – – –
LRPA
2106
L. Roy Papp & Associates
Arizona
$562K – – –
GSAM
2107
Grant Street Asset Management
Pennsylvania
$560K -$10.5K -100 -2%
RBWA
2108
RFG - Bristol Wealth Advisors
Massachusetts
$560K +$528K +5,031 New
1WA
2109
180 Wealth Advisors
Washington
$560K -$20.9K -199 -4%
HDA
2110
Harold Davidson & Associates
California
$560K +$528K +5,025 New
EWA
2111
Exencial Wealth Advisors
Oklahoma
$559K +$735 +7 +0.1%
SAM
2112
Secure Asset Management
Michigan
$559K +$103K +985 +24%
PWPS
2113
Pinnacle Wealth Planning Services
Ohio
$559K -$159K -1,516 -23%
DS
2114
DRW Securities
Illinois
$558K -$1.3M -12,420 -71%
MCA
2115
MSH Capital Advisors
Arizona
$554K -$3.99K -38 -0.8%
DIP
2116
Davis Investment Partners
North Carolina
$552K -$10.5K -100 -2%
CCA
2117
Covey Capital Advisors
Georgia
$550K -$231K -2,197 -31%
IGAM
2118
iA Global Asset Management
Quebec, Canada
$548K +$39.2K +373 +8%
HIC
2119
Holderness Investments Company
North Carolina
$547K -$45.9K -437 -8%
AFA
2120
American Financial Advisors
Georgia
$547K -$42.9K -408 -8%
CP
2121
Clarendon Private
Massachusetts
$545K +$515K +4,899 New
BWM
2122
BankPlus Wealth Management
Mississippi
$545K +$514K +4,892 New
WMA
2123
Wealth Management Associates
New Jersey
$545K -$22.2K -211 -4%
LBC
2124
Leigh Baldwin & Co
New York
$544K +$513K +4,886 New
ITIM
2125
Indiana Trust & Investment Management
Indiana
$544K -$21K -200 -4%
83 84
85
86 87