DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1776
Palisades Hudson Asset Management
Florida
$331K – – –
LRIC
1777
Long Road Investment Counsel
Michigan
$329K – – –
SWK
1778
Stephen W. Kidder
$328K – – –
BCM
1779
Beck Capital Management
Texas
$328K +$81.8K +770 +31%
SAM
1780
Security Asset Management
New York
$327K +$21.3K +200 +7%
DWM
1781
Doyle Wealth Management
Florida
$327K +$41.2K +388 +14%
WA
1782
Wasatch Advisors
Utah
$326K -$2.15M -20,233 -86%
AIM
1783
Advantage Investment Management
Iowa
$324K -$70.2K -661 -17%
EAM
1784
Evanson Asset Management
California
$324K +$1.38K +13 +0.4%
PAS
1785
Partnervest Advisory Services
California
$323K -$31.9K -300 -9%
CPSAC
1786
Chas P. Smith & Associates (CPS)
Florida
$322K +$81.3K +765 +31%
SFG
1787
Sather Financial Group
Texas
$322K +$120K +1,126 +54%
DAC
1788
Dividend Assets Capital
South Carolina
$321K -$53.1K -500 -14%
BMCM
1789
Bryn Mawr Capital Management
Pennsylvania
$321K -$37.9K -357 -10%
PFBT
1790
Parkside Financial Bank & Trust
Missouri
$321K -$26K -245 -7%
CHAM
1791
Clear Harbor Asset Management
Connecticut
$321K +$19.7K +185 +6%
RCG
1792
Ruggie Capital Group
Florida
$321K +$103K +966 +43%
HHGA
1793
Halbert Hargrove Global Advisors
California
$318K -$2.02K -19 -0.6%
FCCM
1794
First City Capital Management
Georgia
$318K +$1.59K +15 +0.5%
DWM
1795
Dakota Wealth Management
Florida
$318K +$107K +1,003 +46%
AF
1796
Affiance Financial
Minnesota
$316K – – –
OPWM
1797
Oak Point Wealth Management
Michigan
$315K -$110K -1,039 -25%
ACG
1798
Allen Capital Group
Nebraska
$315K +$133K +1,249 +66%
LFR
1799
Lehman Financial Resources
Pennsylvania
$314K +$10.6K +100 +3%
KSA
1800
Ken Stern & Associates
California
$312K -$5.1K -48 -2%
70 71
72
73 74