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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2401
Fermata Advisors
California
$264K +$78.5K +919 +39%
GIP
2402
Greatmark Investment Partners
Georgia
$264K +$278K +3,252 New
FBT
2403
First Bank & Trust
South Dakota
$263K -$15.5K -182 -5%
AA
2404
Alesco Advisors
New York
$263K -$6.83K -80 -2%
MCM
2405
McRae Capital Management
New Jersey
$262K -$20.5K -240 -7%
UAM
2406
Unison Asset Management
Florida
$262K – – –
WCWM
2407
Willow Creek Wealth Management
California
$262K -$13K -152 -4%
CG
2408
CFO4Life Group
Texas
$262K -$43.3K -507 -14%
SA
2409
Strategic Advocates
Utah
$262K +$276K +3,233 New
CCB
2410
Cutter & Co Brokerage
Missouri
$262K -$3.42K -40 -1%
WWG
2411
West Wealth Group
California
$260K -$13.2K -155 -5%
C
2412
Covestor
United Kingdom
$260K +$85.3K +999 +45%
WQ
2413
Wealth Quarterback
New Jersey
$260K -$24.6K -288 -8%
LA
2414
LVW Advisors
New York
$259K -$24.9K -291 -8%
SFG
2415
Sovereign Financial Group
Connecticut
$258K -$54.6K -639 -17%
SWM
2416
Seed Wealth Management
Illinois
$258K – – –
PVH
2417
Psagot Value Holdings
Israel
$258K -$68.3K -800 -20%
BWM
2418
BlackDiamond Wealth Management
New York
$257K -$6.83K -80 -2%
SPWG
2419
Sage Private Wealth Group
Illinois
$256K +$10.6K +124 +4%
GFG
2420
Goldstone Financial Group
Illinois
$256K +$2.99K +35 +1%
CFA
2421
Capstone Financial Advisors
Illinois
$256K -$3.93K -46 -1%
GWM
2422
Greenhouse Wealth Management
Connecticut
$255K +$269K +3,148 New
TWM
2423
Thrive Wealth Management
Pennsylvania
$255K -$80.7K -945 -23%
FAM
2424
Fred Alger Management
New York
$255K -$576K -6,750 -68%
ARG
2425
Advisory Resource Group
Oklahoma
$254K -$7.69K -90 -3%
95 96
97
98 99