We are live on ! Find out more
DIS icon

Walt Disney

Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
2651
Paradigm Strategies in Wealth Management
Minnesota
$205K +$644 +7 +0.3%
Betterment LLC
2652
Betterment LLC
New York
$204K -$10.6K -115 -5%
SFC
2653
Strategic Financial Concepts
Texas
$204K -$20.6M -223,668 -99%
OCPWS
2654
One Charles Private Wealth Services
Massachusetts
$204K -$4.32K -47 -2%
SB
2655
Sunflower Bank
Texas
$204K +$195K +2,116 New
SFM
2656
Signet Financial Management
New Jersey
$203K +$644 +7 +0.3%
1WM
2657
1900 Wealth Management
Texas
$203K
CWM
2658
Concentrum Wealth Management
California
$203K +$194K +2,113 New
SEP
2659
Southland Equity Partners
Missouri
$203K -$7.54K -82 -4%
PMIA
2660
Patrick Mauro Investment Advisor
Illinois
$202K
SCI
2661
Silver Coast Investments
United States
$202K +$193K +2,100 New
SIA
2662
SGL Investment Advisors
Montana
$202K +$170K +1,848 New
TPCM
2663
Templeton & Phillips Capital Management
Tennessee
$201K -$8.74K -95 -4%
YWM
2664
Yoder Wealth Management
California
$201K +$1.75K +19 +0.9%
SC
2665
Stephens Consulting
Michigan
$201K -$4.97K -54 -3%
MAM
2666
Mystic Asset Management
Rhode Island
$200K -$35K -380 -15%
RS
2667
Rakuten Securities
Japan
$200K -$50.5K -549 -21%
KWAG
2668
Kiely Wealth Advisory Group
North Carolina
$197K
PPC
2669
Park Place Capital
Alabama
$195K +$1.84K +20 +1%
POIA
2670
Pin Oak Investment Advisors
Texas
$193K
ICA
2671
Infrastructure Capital Advisors
New York
$192K +$184K +2,000 New
TIM
2672
Tortoise Investment Management
New York
$190K
FFA
2673
Fairfield Financial Advisors
Massachusetts
$189K -$16.4K -178 -8%
MSFP
2674
Mark Sheptoff Financial Planning
Connecticut
$188K -$3.68K -40 -2%
KA
2675
Kozak & Associates
Colorado
$184K -$11.9K -129 -6%