We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1351
CIM Investment Management
Pennsylvania
$715K – – –
CPO
1352
Cerity Partners OCIO
New York
$713K +$62.3K +559 +9%
PG
1353
Patten Group
Tennessee
$712K -$60.7K -545 -7%
SGAM
1354
Steinberg Global Asset Management
Florida
$706K +$32K +287 +4%
RW
1355
Rand Wealth
Maryland
$705K -$14.4K -129 -2%
IA
1356
Icon Advisers
Colorado
$704K -$5.43M -48,680 -88%
GHAM
1357
Gilman Hill Asset Management
Connecticut
$704K +$161K +1,445 +27%
SHWM
1358
Smith & Howard Wealth Management
Georgia
$703K -$49.7K -446 -6%
AFP
1359
Ausdal Financial Partners
Iowa
$703K +$746K +6,690 New
CA
1360
Cornerstone Advisory
Maryland
$703K +$746K +6,695 New
MC
1361
Middleton & Co
Massachusetts
$702K +$94.7K +850 +15%
BRWM
1362
B. Riley Wealth Management
Tennessee
$701K +$69.1K +620 +10%
DIA
1363
Davidson Investment Advisors
Montana
$701K +$669K +6,000 +889%
FNBOH
1364
First National Bank of Hutchinson
Kansas
$699K – – –
CRIG
1365
Charter Research & Investment Group
Connecticut
$699K +$474K +4,250 +177%
PL
1366
Parthenon LLC
Kentucky
$698K +$9.14K +82 +1%
CS
1367
Comerica Securities
Michigan
$697K -$62.6K -562 -8%
SGS
1368
Sterling Global Strategies
California
$688K +$10.3K +92 +1%
TPW
1369
Tiller Private Wealth
Pennsylvania
$688K +$730K +6,546 New
DA
1370
Dunvegan Associates
California
$686K -$5.35K -48 -0.7%
SPC
1371
Stewart & Patten Company
California
$685K +$557 +5 +0.1%
MWM
1372
Mission Wealth Management
California
$681K -$16K -144 -2%
PPSG
1373
Princeton Portfolio Strategies Group
New Jersey
$680K +$348K +3,120 +93%
QCMC
1374
Quantum Capital Management (California)
California
$677K -$9.14K -82 -1%
PL
1375
Perpetual Ltd
Australia
$676K – – –
53 54
55
56 57