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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2126
Saranac Partners
$480K +$52.2K +485 +11%
MM
2127
MQS Management
New York
$479K +$519K +4,825 New
SPWM
2128
Schrum Private Wealth Management
Florida
$479K – – –
CSC
2129
Caldwell Sutter Capital
California
$478K +$16K +149 +3%
OL
2130
OneFund LLC
Florida
$477K +$8.5K +79 +2%
WMA
2131
Wealth Management Associates
New Jersey
$476K – – –
BCM
2132
Bayesian Capital Management
New York
$475K -$3.08M -28,600 -86%
AWM
2133
Activest Wealth Management
Florida
$475K +$322K +2,990 +167%
ACP
2134
Aveo Capital Partners
Colorado
$474K -$128K -1,193 -20%
SPL
2135
Smart Portfolios LLC
Washington
$474K +$75.9K +705 +17%
LF
2136
LifeSteps Financial
California
$474K -$108 -1 -0%
FMN
2137
Financial Management Network
California
$473K -$98.5K -915 -16%
HOWA
2138
Heritage Oak Wealth Advisors
Florida
$473K +$513K +4,764 New
HA
2139
Harbor Advisors
Florida
$473K – – –
RFG
2140
RFP Financial Group
Georgia
$472K -$37.4K -347 -7%
HBCM
2141
Heron Bay Capital Management
Michigan
$472K – – –
TA
2142
TFB Advisors
Kansas
$471K +$49.3K +458 +11%
PBF
2143
Petix & Botte Financial
California
$471K +$255K +2,370 +100%
OP
2144
ORG Partners
Indiana
$470K +$464K +4,312 +895%
SAI
2145
Systematic Alpha Investments
New Jersey
$470K – – –
OIM
2146
Orca Investment Management
Oregon
$470K +$27.4K +255 +6%
FPWM
2147
FSB Premier Wealth Management
Iowa
$470K +$155K +1,439 +44%
CPWA
2148
Cerro Pacific Wealth Advisors
California
$470K +$509K +4,729 New
LRPA
2149
L. Roy Papp & Associates
Arizona
$469K -$156K -1,445 -23%
CWI
2150
Conscious Wealth Investments
Florida
$469K -$2.69K -25 -0.5%
84 85
86
87 88