We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
1976
First Community Trust
Iowa
$625K – – –
KIC
1977
Kensington Investment Counsel
California
$625K -$40.6K -424 -6%
HPWA
1978
Hall Private Wealth Advisors
North Carolina
$624K -$23.9K -250 -3%
LOAMU
1979
Lombard Odier Asset Management (USA)
New York
$623K +$686K +7,173 New
LTI
1980
Laffer Tengler Investments
Tennessee
$622K -$23.6K -247 -3%
B
1981
Bridgeworth
Alabama
$621K +$3.16K +33 +0.5%
IIC
1982
Integrated Investment Consultants
Michigan
$621K -$4.97K -52 -0.7%
DBIA
1983
Dumont & Blake Investment Advisors
New Jersey
$621K -$14.5K -152 -2%
SQA
1984
Simon Quick Advisors
New Jersey
$620K -$14.1K -147 -2%
WIM
1985
WealthPlan Investment Management
Nebraska
$620K +$80.4K +841 +17%
WP
1986
WealthPLAN Partners
Nebraska
$620K +$551K +5,757 New
SJIM
1987
St. Johns Investment Management
Florida
$620K +$18.8K +197 +3%
OBWG
1988
Onyx Bridge Wealth Group
New York
$619K +$194K +2,029 +45%
PHIC
1989
Pine Haven Investment Counsel
Massachusetts
$617K – – –
RCA
1990
Reitz Capital Advisors
Michigan
$617K +$39.5K +413 +6%
LB
1991
Legacy Bridge
Iowa
$617K – – –
DC
1992
DeDora Capital
California
$615K +$12.1K +126 +2%
PFG
1993
Peterson Financial Group
Iowa
$613K -$376K -3,929 -36%
WA
1994
WealthTrust Axiom
Pennsylvania
$613K -$47.8K -500 -7%
WP
1995
WealthSpring Partners
California
$612K +$11.1K +116 +2%
FBB
1996
Fulton Breakefield Broenniman
Maryland
$612K +$35.8K +374 +6%
RBFC
1997
Roman Butler Fullerton & Co
Missouri
$612K -$137K -1,431 -19%
AS
1998
AM Squared
Hong Kong
$608K +$670K +7,000 New
WCG
1999
Weaver Consulting Group
California
$605K -$89.4K -935 -12%
SW
2000
SkyOak Wealth
Michigan
$602K +$49.8K +521 +8%
78 79
80
81 82