We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1976
VisionPoint Advisory Group
Texas
$1.03M -$97K -695 -9%
SIG
1977
Sky Investment Group
Connecticut
$1.03M -$55.8K -400 -5%
FLI
1978
Family Legacy Inc
South Carolina
$1.03M +$112K +801 +13%
LW
1979
Linscomb Wealth
Texas
$1.02M +$263K +1,881 +36%
W
1980
WealthOne
New York
$1.02M +$30K +215 +3%
CCM
1981
Canal Capital Management
Virginia
$1.01M +$80.5K +577 +9%
EF
1982
Empirical Finance
Pennsylvania
$1.01M +$344K +2,467 +54%
PRWA
1983
Platte River Wealth Advisors
Colorado
$1.01M +$1.02M +7,317 New
MWM
1984
MorganRosel Wealth Management
Colorado
$1.01M -$14.8K -106 -1%
FBB
1985
Fulton Breakefield Broenniman
Maryland
$1.01M +$39.8K +285 +4%
AWM
1986
Aries Wealth Management
Maine
$1M – – –
ZCI
1987
Zevenbergen Capital Investments
Washington
$1M -$4.88K -35 -0.5%
CC
1988
Chicago Capital
Illinois
$999K +$4.88K +35 +0.5%
EGA
1989
E&G Advisors
Texas
$998K -$14K -100 -1%
FCFC
1990
First Commonwealth Financial Corp
Pennsylvania
$997K – – –
IPW
1991
Inlet Private Wealth
Florida
$994K +$14.9K +107 +2%
TL
1992
TrueWealth LLC
Georgia
$994K +$35.5K +254 +4%
CT
1993
Columbia Trust
Oregon
$993K +$959K +6,871 New
SAM
1994
Smithbridge Asset Management
Pennsylvania
$989K – – –
GG
1995
Gleason Group
Kentucky
$989K +$954K +6,836 New
IAM
1996
ICM Asset Management
Washington
$986K -$49.8K -357 -5%
HI
1997
Handelsinvest Investeringsforvaltning
Denmark
$986K – – –
9WM
1998
9258 Wealth Management
Ohio
$985K +$319K +2,288 +51%
SHA
1999
Seneca House Advisors
Virginia
$984K +$337K +2,415 +55%
PWA
2000
Providence Wealth Advisors
Illinois
$982K -$62.8K -450 -6%
78 79
80
81 82