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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2226
Wealth Architects
California
$408K -$28.8K -327 -7%
EAM
2227
Evanson Asset Management
California
$407K +$14.9K +169 +4%
KAH
2228
Kathryn A. Hall
$407K – – –
TPWM
2229
Twelve Points Wealth Management
Massachusetts
$406K -$107K -1,216 -21%
SPWM
2230
Schrum Private Wealth Management
Florida
$406K -$33.3K -378 -8%
RBFC
2231
Roman Butler Fullerton & Co
Missouri
$405K -$89.6K -1,016 -19%
WAOI
2232
Wealth Advisors of Iowa
Iowa
$405K -$30.5K -346 -7%
SDH
2233
Sloy Dahl & Holst
Washington
$405K -$85.3K -968 -18%
IF
2234
Ironwood Financial
Arizona
$405K -$2.82K -32 -0.7%
IA
2235
IFG Advisors
Missouri
$403K +$1.32K +15 +0.3%
LI
2236
LVZ Inc
Michigan
$403K +$5.03K +57 +1%
LWM
2237
LongView Wealth Management
Georgia
$402K +$395K +4,483 New
LSA
2238
Lion Street Advisors
Texas
$401K -$59.8K -678 -13%
PCMC
2239
Planning Capital Management Corporation
Pennsylvania
$400K +$391K +4,435 New
MWA
2240
Monograph Wealth Advisors
California
$400K +$21.5K +244 +6%
VWM
2241
Venturi Wealth Management
Texas
$400K -$4.67K -53 -1%
NBT
2242
Northwest Bank & Trust
Iowa
$400K +$390K +4,426 New
SHFP
2243
Second Half Financial Partners
Florida
$399K +$1.23K +14 +0.3%
WFI
2244
West Family Investments
California
$398K +$3K +34 +0.8%
RWA
2245
Redhawk Wealth Advisors
Minnesota
$398K -$28.9K -328 -7%
BLC
2246
Brown, Lisle/Cummings
Rhode Island
$397K +$25.7K +291 +7%
PCMC
2247
Paragon Capital Management (Colorado)
Colorado
$397K -$2.65K -30 -0.7%
AWM
2248
Aprio Wealth Management
Georgia
$396K -$6.17K -70 -2%
BAG
2249
Bridgewealth Advisory Group
California
$395K +$44.1K +500 +13%
SFS
2250
Summit Financial Strategies
Ohio
$395K -$151K -1,717 -28%
88 89
90
91 92