We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
2001
Jackson Grant Investment Advisers
Connecticut
$735K – – –
AAM
2002
Augustine Asset Management
Florida
$734K +$625 +5 +0.1%
MC
2003
Maverick Capital
Texas
$734K +$739K +5,916 New
HR
2004
Hayden Royal
North Carolina
$733K -$69.1K -553 -9%
BWL
2005
Bogart Wealth LLC
Virginia
$731K +$115K +920 +18%
BIM
2006
Barton Investment Management
Pennsylvania
$729K – – –
HCM
2007
HMS Capital Management
Tennessee
$729K +$735K +5,878 New
CPIA
2008
Cornell Pochily Investment Advisors
New York
$727K – – –
FFM
2009
Fullerton Fund Management
Singapore
$727K +$732K +5,860 New
GCA
2010
Gradient Capital Advisors
California
$724K +$25K +200 +4%
CRWM
2011
Castle Rock Wealth Management
California
$718K -$175K -1,397 -20%
LF
2012
LifeSteps Financial
California
$717K -$31.2K -250 -4%
PVWM
2013
Point View Wealth Management
New Jersey
$715K +$74.5K +596 +12%
BOS
2014
Bingham Osborn & Scarborough
California
$709K +$13.9K +111 +2%
TW
2015
TrinityPoint Wealth
Connecticut
$706K -$17.5K -140 -2%
XF
2016
XML Financial
Maryland
$705K -$45K -360 -6%
BEC
2017
Blue Edge Capital
Virginia
$704K – – –
HIC
2018
Harvey Investment Company
Kentucky
$703K – – –
CAN
2019
Claraphi Advisory Network
United States
$702K -$329K -2,635 -32%
OL
2020
Optas LLC
Texas
$701K +$224K +1,793 +47%
CCM
2021
Cullen Capital Management
New York
$700K – – –
ICM
2022
Islay Capital Management
Texas
$700K – – –
IA
2023
IFG Advisors
Missouri
$700K +$6.63K +53 +0.9%
PFA
2024
Paradigm Financial Advisors
Missouri
$696K -$302K -2,420 -30%
AWA
2025
Acorn Wealth Advisors
Michigan
$696K -$40.9K -327 -6%
79 80
81
82 83