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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1301
WealthTrust Axiom
Pennsylvania
$793K +$41.6K +431 +6%
FAG
1302
Financial Advisory Group
Texas
$786K +$1.74K +18 +0.2%
GHAM
1303
Gilman Hill Asset Management
Connecticut
$782K +$113K +1,170 +17%
PAS
1304
Partnervest Advisory Services
California
$767K +$29.2K +302 +4%
LOAMS
1305
Lombard Odier Asset Management (Switzerland)
Switzerland
$765K – – –
ZIG
1306
Zuckerman Investment Group
Illinois
$760K -$2.41K -25 -0.3%
ACM
1307
Argent Capital Management
Missouri
$759K – – –
FPCM
1308
Financial Partners Capital Management
New York
$759K – – –
TNAM
1309
Terra Nova Asset Management
New York
$752K +$523K +5,420 +252%
TPWA
1310
TRUE Private Wealth Advisors
Oregon
$750K -$16.7K -173 -2%
PCMM
1311
Private Capital Management (Minnesota)
Minnesota
$750K +$319K +3,300 +78%
HCM
1312
Harvest Capital Management
New Hampshire
$748K – – –
HTHT
1313
Hemenway Trust Hemenway Trust
New Hampshire
$741K +$26.5K +275 +4%
SWM
1314
Stockman Wealth Management
Montana
$739K -$2.22K -23 -0.3%
PL
1315
Perpetual Ltd
Australia
$738K +$96.5K +1,000 +16%
RWA
1316
Ropes Wealth Advisors
Massachusetts
$737K +$50.4K +522 +8%
KP
1317
Keel Point
Alabama
$734K -$10.1K -105 -1%
DBIA
1318
Dumont & Blake Investment Advisors
New Jersey
$732K – – –
GWM
1319
Gupta Wealth Management
California
$731K +$47.9K +496 +7%
CPO
1320
Cerity Partners OCIO
New York
$728K +$52.4K +543 +8%
SGAM
1321
Steinberg Global Asset Management
Florida
$727K +$58.6K +607 +9%
IIC
1322
Integrated Investment Consultants
Michigan
$722K – – –
BRM
1323
Boston Research & Management
Massachusetts
$720K – – –
CS
1324
Credential Securities
$719K +$14.4K +149 +2%
BAM
1325
Brave Asset Management
New Jersey
$718K – – –
51 52
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