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Walt Disney

Name Holding Trade Value Shares
Change
Change in
Stake
WRM
1426
Westport Resources Management
Connecticut
$540K -$100K -1,000 -15%
PMFA
1427
Plante Moran Financial Advisors
Michigan
$540K +$139K +1,386 +34%
SIG
1428
Schooner Investment Group
Pennsylvania
$539K – – –
WIC
1429
Woodmont Investment Counsel
Tennessee
$538K +$14.1K +141 +3%
AIM
1430
Aspen Investment Management
Michigan
$537K -$7.5K -75 -1%
CPIM
1431
Columbia Partners Investment Management
Virginia
$536K -$1.56M -15,600 -74%
HW
1432
Hedeker Wealth
Illinois
$536K -$1.12M -11,154 -67%
HK
1433
Horizon Kinetics
New York
$536K +$52.5K +525 +11%
FI
1434
FormulaFolio Investments
Michigan
$532K -$75.7K -757 -12%
CD
1435
Carl Domino
Florida
$532K +$65K +650 +14%
BA
1436
BKS Advisors
Michigan
$531K +$175K +1,750 +48%
Verition Fund Management
1437
Verition Fund Management
Connecticut
$528K -$421K -4,205 -44%
MSR
1438
Main Street Research
Connecticut
$525K +$55.9K +559 +12%
NIMI
1439
Natixis Investment Managers International
France
$524K -$561K -5,607 -51%
BFC
1440
Blue Fin Capital
Rhode Island
$523K -$7.6K -76 -1%
RBC
1441
Ronald Blue & Co
Georgia
$520K -$46.9K -469 -8%
MCM
1442
Maple Capital Management
Vermont
$515K +$20.3K +203 +4%
PG
1443
Patten Group
Tennessee
$513K -$35K -350 -6%
BOS
1444
Bingham Osborn & Scarborough
California
$512K +$10.6K +106 +2%
MA
1445
MCF Advisors
Kentucky
$512K +$324K +3,237 +162%
ABFS
1446
Appropriate Balance Financial Services
Washington
$511K -$48.5K -485 -8%
FWM
1447
Focused Wealth Management
New York
$510K -$9.4K -94 -2%
SIA
1448
Starfire Investment Advisers
Michigan
$508K – – –
AT
1449
Acadia Trust
Maine
$507K +$2.8K +28 +0.5%
SFM
1450
Signature Financial Management
Virginia
$506K – – –