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Walt Disney

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
1976
Pacific Sage Partners
Washington
$466K -$15.9K -150 -3%
WC
1977
Whitney & Co
New York
$466K +$53.9K +510 +12%
GPWM
1978
Grant Private Wealth Management
California
$465K -$44.8K -424 -8%
WPA
1979
West Paces Advisors
Georgia
$464K -$2.96K -28 -0.6%
SCA
1980
Strathmore Capital Advisors
North Carolina
$464K -$20.6K -195 -4%
PGWM
1981
Parisi Gray Wealth Management
New Jersey
$464K -$5.6K -53 -1%
ACS
1982
Archford Capital Strategies
Illinois
$463K -$46.6K -441 -8%
LI
1983
LifeWealth Investments
Florida
$463K -$3.28K -31 -0.6%
MC
1984
Mathes Company
New York
$463K
ONST
1985
Old North State Trust
North Carolina
$463K
IA
1986
IFG Advisors
Missouri
$462K -$951 -9 -0.2%
PWM
1987
Pines Wealth Management
North Carolina
$461K +$27.5K +260 +6%
CA
1988
Calton & Associates
Florida
$460K -$59.2K -560 -11%
HCM
1989
Hollencrest Capital Management
California
$459K -$48.2K -456 -9%
ZF
1990
Zhang Financial
Michigan
$459K +$270K +2,555 +116%
KFS
1991
Keynote Financial Services
Connecticut
$459K -$37.5K -355 -7%
MWM
1992
Meritas Wealth Management
California
$459K
WRPWM
1993
Werba Rubin Papier Wealth Management
California
$458K +$28.9K +273 +6%
WAS
1994
Wealth Advisory Solutions
Indiana
$458K -$1.37K -13 -0.3%
AOWM
1995
Alpha Omega Wealth Management
Virginia
$458K -$31K -293 -6%
HBCM
1996
Heron Bay Capital Management
Michigan
$458K
CPWA
1997
Cerro Pacific Wealth Advisors
California
$457K +$4.12K +39 +0.8%
AFG
1998
Allegheny Financial Group
Pennsylvania
$457K -$10.6K -100 -2%
HKAM
1999
Horizon Kinetics Asset Management
New York
$457K -$846 -8 -0.2%
AWG
2000
Altus Wealth Group
Colorado
$457K -$1.8K -17 -0.4%