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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2151
Wealth Management Associates
New Jersey
$492K +$85.8K +647 +22%
HFA
2152
Huber Financial Advisors
Illinois
$492K – – –
MIM
2153
Miller Investment Management
Pennsylvania
$492K – – –
MS
2154
Mizuho Securities
Japan
$492K +$202K +1,520 +76%
CS
2155
Cannell & Spears
New York
$489K -$19.9K -150 -4%
DT
2156
Diversified Trust
Tennessee
$488K -$54.4K -410 -10%
VNB
2157
Virginia National Bank
Virginia
$485K +$16K +121 +4%
WWM
2158
Willingdon Wealth Management
North Carolina
$484K – – –
MWM
2159
Modera Wealth Management
New Jersey
$483K +$18K +136 +4%
RI
2160
Rudd International
Florida
$477K +$87.7K +661 +24%
MFW
2161
Mosaic Family Wealth
Missouri
$473K +$47.1K +355 +12%
KWA
2162
KCS Wealth Advisory
California
$472K -$3.71K -28 -0.8%
SGK
2163
Steigerwald Gordon & Koch
Virginia
$471K -$23.9K -180 -5%
PHK
2164
Point72 Hong Kong
Hong Kong
$469K -$378K -2,851 -46%
BL
2165
BFSG LLC
California
$469K +$29.8K +225 +7%
AIM
2166
Advantage Investment Management
Iowa
$469K +$41.9K +316 +10%
PAG
2167
Pinnacle Advisory Group
Maryland
$469K +$112K +847 +34%
FNC
2168
First National Corp
Massachusetts
$468K -$18K -136 -4%
ACM
2169
Ategra Capital Management
Virginia
$464K +$7.69K +58 +2%
WAOTB
2170
Wealth Advisors of Tampa Bay
Florida
$464K -$13.3K -100 -3%
LF
2171
Lantz Financial
Illinois
$464K +$70K +528 +19%
ACM
2172
Alethea Capital Management
Washington
$461K – – –
AW
2173
Alpha Windward
Massachusetts
$460K +$39.4K +297 +10%
KIM
2174
Karpus Investment Management
New York
$459K – – –
JMH
2175
J.M. Hartwell
New York
$457K +$434K +3,271 New
85 86
87
88 89