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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2251
Foster & Motley
Ohio
$397K – – –
ECA
2252
Elevated Capital Advisors
Utah
$397K +$46.1K +487 +12%
3IP
2253
3Chopt Investment Partners
Virginia
$396K -$42.3K -446 -9%
BMO
2254
Beck Mack & Oliver
New York
$396K -$38.6K -408 -8%
GRQ
2255
Gardner Russo & Quinn
Pennsylvania
$396K -$1.9K -20 -0.4%
WA
2256
Wealth Architects
California
$396K -$14.5K -153 -3%
SIAG
2257
Signet Investment Advisory Group
Rhode Island
$395K -$212K -2,233 -34%
WWC
2258
Waypoint Wealth Counsel
Georgia
$395K -$111K -1,173 -21%
PPC
2259
Park Place Capital
Alabama
$394K -$415K -4,380 -50%
PWM
2260
Prosperity Wealth Management
California
$392K -$12K -127 -3%
BPFA
2261
Barnes Pettey Financial Advisors
Mississippi
$390K – – –
MIM
2262
MTM Investment Management
South Carolina
$390K -$21.8K -230 -5%
SHFP
2263
Second Half Financial Partners
Florida
$390K +$54.8K +578 +15%
TCM
2264
Triumph Capital Management
Colorado
$389K +$43.5K +459 +12%
PMG
2265
ProVise Management Group
Florida
$388K -$176K -1,856 -30%
CYG
2266
Clean Yield Group
Vermont
$388K -$32.7K -345 -7%
CFA
2267
CWS Financial Advisors
Michigan
$388K -$13.7K -145 -3%
SAM
2268
SP Asset Management
California
$387K +$23.1K +244 +6%
KWA
2269
KCS Wealth Advisory
California
$387K -$3.32K -35 -0.8%
SIA
2270
Strategic Investment Advisors
Michigan
$387K +$22.3K +235 +6%
RFM
2271
Royal Fund Management
Florida
$387K +$18.3K +193 +5%
IAIM
2272
Industrial Alliance Investment Management
Quebec, Canada
$387K -$6.5M -68,640 -94%
C
2273
CEDRUS
Colorado
$387K -$1.71K -18 -0.4%
IA
2274
IFG Advisors
Missouri
$386K – – –
MFG
2275
Mainsail Financial Group
Washington
$386K -$23.1K -244 -5%
89 90
91
92 93