We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
Marathon Capital Management
Maryland
$221K +$211K +1,894 New
TB
2002
Terril Brothers
Missouri
$220K +$209K +1,881 New
WFMPM
2003
Woodley Farra Manion Portfolio Management
Indiana
$220K +$210K +1,885 New
FPIS
2004
Financial Planning & Information Services
Wisconsin
$218K +$207K +1,863 New
RWMH
2005
Riverpoint Wealth Management Holdings
Illinois
$217K +$207K +1,859 New
AIIMS
2006
Analyst IMS Investment Management Services
Israel
$217K +$208K +1,870 New
HI
2007
Hudock Inc
Pennsylvania
$216K +$890 +8 +0.4%
CAS
2008
Cue Advisory Services
Arizona
$216K +$205K +1,843 New
DW
2009
Domani Wealth
Pennsylvania
$216K +$205K +1,845 New
FAM
2010
Fenimore Asset Management
New York
$215K +$205K +1,838 New
SAM
2011
SP Asset Management
California
$212K +$202K +1,814 New
AP
2012
Atwood & Palmer
Missouri
$211K -$1.56K -14 -0.8%
CCM
2013
Carderock Capital Management
Maryland
$210K +$200K +1,796 New
NP
2014
NS Partners
United Kingdom
$210K +$200K +1,800 New
MIC
2015
Meridian Investment Counsel
California
$209K +$199K +1,791 New
FFC
2016
First Financial Corp
Indiana
$208K – – –
LRIC
2017
Long Road Investment Counsel
Michigan
$208K +$198K +1,775 New
HFBOT
2018
Home Federal Bank of Tennessee
Tennessee
$208K +$198K +1,782 New
SM
2019
Sciencast Management
New Jersey
$207K -$516K -4,635 -72%
DFIG
2020
Dragon Financial & Investment Group
California
$207K -$90.6K -814 -31%
NPT
2021
Nixon Peabody Trust
Massachusetts
$207K -$50.1K -450 -20%
KWMG
2022
King Wealth Management Group
Florida
$207K +$197K +1,770 New
TCM
2023
Traynor Capital Management
Pennsylvania
$205K -$109K -982 -36%
WA
2024
WP Advisors
California
$205K -$19.7K -177 -9%
KC
2025
KHP Capital
Oklahoma
$205K – – –
79 80
81
82 83