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Walt Disney
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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
2001
Walter & Keenan Wealth Management
Indiana
$608K -$4.04M -31,918 -83%
AMCA
2002
Arthur M. Cohen & Associates
Illinois
$608K -$34.9K -276 -4%
MA
2003
Modus Advisors
Minnesota
$608K +$795K +6,292 New
MA
2004
MCF Advisors
Kentucky
$607K +$128K +1,009 +19%
HR
2005
Hardy Reed
Mississippi
$607K +$147K +1,165 +23%
FWP
2006
FAS Wealth Partners
Kansas
$605K +$250K +1,979 +46%
BPM
2007
Bowling Portfolio Management
Ohio
$599K -$467K -3,693 -37%
BCA
2008
Berman Capital Advisors
Georgia
$599K +$84.1K +665 +12%
BO
2009
Bank OZK
Arkansas
$594K +$16.4K +130 +2%
PIP
2010
Peachtree Investment Partners
Florida
$593K -$329K -2,603 -30%
WCG
2011
Weaver Consulting Group
California
$588K +$25.2K +199 +3%
SIA
2012
Soltis Investment Advisors
Utah
$588K +$343K +2,710 +80%
IRAG
2013
Investment Research & Advisory Group
Georgia
$587K -$206K -1,629 -21%
PMFA
2014
Plante Moran Financial Advisors
Michigan
$587K +$52K +411 +7%
TF
2015
Trek Financial
Arizona
$584K -$25.3K -200 -3%
TW
2016
TrinityPoint Wealth
Connecticut
$583K -$1.14M -9,028 -60%
EMB
2017
Elefante Mark B
$582K +$42.4K +335 +6%
BCA
2018
Bray Capital Advisors
Florida
$581K -$34.1K -270 -4%
WA
2019
WP Advisors
California
$581K +$182K +1,441 +31%
ROTUOC
2020
Regents of the University of California
California
$580K – – –
FWM
2021
Foresight Wealth Management
Utah
$579K +$55.5K +439 +8%
BOS
2022
Bingham Osborn & Scarborough
California
$577K +$41.5K +328 +6%
ECAM
2023
East Coast Asset Management
Massachusetts
$576K – – –
PB
2024
Pinnacle Bancorp
Nebraska
$576K +$52.8K +418 +8%
JGIA
2025
Jackson Grant Investment Advisers
Connecticut
$572K +$2.91K +23 +0.4%
79 80
81
82 83