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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
2426
Lipe & Dalton
New York
$295K – – –
SCG
2427
Sonata Capital Group
Washington
$294K +$26.2K +210 +10%
LWP
2428
Legacy Wealth Planning
Nevada
$292K +$50K +400 +20%
BCM
2429
Breiter Capital Management
Florida
$290K – – –
FWM
2430
Focused Wealth Management
New York
$288K – – –
SWAG
2431
Spectrum Wealth Advisory Group
California
$288K +$291K +2,329 New
TB
2432
Terril Brothers
Missouri
$287K -$3.75K -30 -1%
PFA
2433
Pinnacle Family Advisors
Missouri
$285K -$81.4K -651 -22%
RCM
2434
Requisite Capital Management
Texas
$285K -$75K -600 -21%
SIA
2435
Sit Investment Associates
Minnesota
$283K +$43.7K +350 +18%
WBG
2436
Wharton Business Group
Pennsylvania
$282K – – –
KM
2437
Kalos Management
Georgia
$279K -$76.1K -609 -23%
AGA
2438
Arkos Global Advisors
Texas
$279K -$51.6K -413 -16%
SFG
2439
StrategIQ Financial Group
Indiana
$279K -$34.1K -273 -11%
SAM
2440
S.A. Mason
Michigan
$279K -$1.38K -11 -0.5%
PWC
2441
PYA Waltman Capital
Tennessee
$279K – – –
SAG
2442
Spotlight Asset Group
Illinois
$278K +$10.4K +83 +4%
BIP
2443
Blueprint Investment Partners
North Carolina
$278K +$192K +1,536 New
FCIM
2444
Fairview Capital Investment Management
California
$277K -$31.2K -250 -10%
SNBOSD
2445
Security National Bank of So Dak
Iowa
$275K -$25K -200 -8%
TCPWM
2446
Traverso Chambers Private Wealth Management
California
$275K +$6.25K +50 +2%
ACM
2447
AUA Capital Management
Pennsylvania
$275K +$68.7K +550 +33%
HAFS
2448
Hapanowicz & Associates Financial Services
Pennsylvania
$275K +$278K +2,226 New
WCWM
2449
Willow Creek Wealth Management
California
$274K -$217K -1,739 -44%
TFF
2450
The Family Firm
Maryland
$274K -$41.9K -335 -13%
96 97
98
99 100