DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1901
Ipswich Investment Management
Massachusetts
$634K +$26.9K +250 +4%
RFS
1902
Richardson Financial Services
Massachusetts
$633K +$7.63K +71 +1%
PIA
1903
Pinion Investment Advisors
Kansas
$630K +$752 +7 +0.1%
VA
1904
VestGen Advisors
Illinois
$627K +$683K +6,352 New
SJIM
1905
St. Johns Investment Management
Florida
$627K -$71.1K -662 -9%
AIS
1906
AM Investment Strategies
Tennessee
$626K -$18.8K -175 -3%
PFS
1907
Prospect Financial Services
New York
$624K -$107K -991 -14%
CWM
1908
Connecticut Wealth Management
Connecticut
$624K -$17.2K -160 -2%
GPA
1909
Garrison Point Advisors
California
$622K -$17.9K -167 -3%
EWS
1910
Evergreen Wealth Solutions
Pennsylvania
$622K -$79K -735 -10%
BIM
1911
Barton Investment Management
Pennsylvania
$621K – – –
LWA
1912
Lineweaver Wealth Advisors
Ohio
$621K +$22.8K +212 +3%
GWS
1913
Greykasell Wealth Strategies
California
$620K +$27.9K +260 +4%
GWAG
1914
Garrett Wealth Advisory Group
Texas
$620K +$17.2K +160 +3%
CASB
1915
Cape Ann Savings Bank
Massachusetts
$620K +$49.3K +459 +8%
FPF
1916
First Pacific Financial
Washington
$619K -$154K -1,433 -19%
CAM
1917
Creekmur Asset Management
Illinois
$619K +$672K +6,257 +41,713%
SC
1918
Schulhoff & Co
Ohio
$619K -$21.4K -199 -3%
VCM
1919
Versant Capital Management
Arizona
$618K +$278K +2,589 +71%
HAM
1920
Hickory Asset Management
Ohio
$617K -$31.3K -291 -4%
AP
1921
Advisors Preferred
Maryland
$615K +$677K +6,300 New
AF
1922
Advisornet Financial
Minnesota
$615K -$20.7K -193 -3%
CIC
1923
Crawford Investment Counsel
Georgia
$615K -$15.4K -143 -2%
DWM
1924
DecisionMap Wealth Management
Virginia
$614K -$72.4K -674 -10%
AA
1925
Addison Advisors
Vermont
$613K -$860 -8 -0.1%
75 76
77
78 79