We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1926
Crawford Investment Counsel
Georgia
$611K +$88.7K +1,006 +17%
MTIC
1927
Missouri Trust & Investment Company
Missouri
$611K -$42.8K -485 -7%
AWM
1928
Aviso Wealth Management
Washington
$610K +$596K +6,758 New
PSF
1929
Pacific Sun Financial
California
$610K +$8.2K +93 +1%
CCG
1930
Coastwise Capital Group
California
$610K +$13.1K +149 +2%
PMFA
1931
Plante Moran Financial Advisors
Michigan
$610K +$25.3K +287 +4%
ZIM
1932
Zacks Investment Management
Illinois
$609K -$11.7K -133 -2%
SIA
1933
Soltis Investment Advisors
Utah
$609K +$529 +6 +0.1%
FAM
1934
Formidable Asset Management
Ohio
$608K -$1.59K -18 -0.3%
PFS
1935
Prospect Financial Services
New York
$604K +$590K +6,690 New
PAM
1936
Palisade Asset Management
Minnesota
$604K +$73.1K +829 +14%
NCM
1937
NCM Capital Management
New Jersey
$603K -$15.4K -175 -3%
GHA
1938
GW Henssler & Associates
Georgia
$602K -$7.14K -81 -1%
BIM
1939
Baldwin Investment Management
Pennsylvania
$601K -$110K -1,250 -16%
JGIA
1940
Jackson Grant Investment Advisers
Connecticut
$598K – – –
LNB
1941
Ledyard National Bank
$597K -$61.4K -696 -10%
JIR
1942
James Investment Research
Ohio
$597K -$6.52K -74 -1%
APG
1943
Abacus Planning Group
South Carolina
$596K -$170K -1,925 -23%
HC
1944
Hara Capital
Washington
$596K +$582K +6,599 New
OAM
1945
Oak Asset Management
California
$596K -$52K -590 -8%
AO
1946
Advisor OS
Illinois
$594K +$91.8K +1,041 +19%
TVAMP
1947
Tennessee Valley Asset Management Partners
Tennessee
$594K +$282K +3,202 +95%
RFA
1948
ROI Financial Advisors
Oregon
$593K +$579K +6,570 New
WCF
1949
West Coast Financial
California
$592K -$5.75M -65,182 -91%
HCP
1950
Hexagon Capital Partners
Arkansas
$592K -$89.1K -1,011 -13%
76 77
78
79 80