We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
2001
Kesler Norman & Wride
Utah
$469K +$60.2K +705 +14%
TCM
2002
Tran Capital Management
California
$469K – – –
PCS
2003
Personal CFO Solutions
New Jersey
$468K -$14.3K -167 -3%
WSCM
2004
Wellington Shields Capital Management
New York
$467K -$16.4K -192 -3%
CIC
2005
Crawford Investment Counsel
Georgia
$467K -$13.5K -158 -3%
BHBT
2006
Burke & Herbert Bank & Trust
Virginia
$467K -$150K -1,754 -23%
NPA
2007
Nichols & Pratt Advisers
Massachusetts
$467K -$181K -2,125 -27%
CG
2008
Corundum Group
Colorado
$466K -$74.6K -874 -13%
AA
2009
Addison Advisors
Vermont
$466K +$16.5K +193 +3%
AIM
2010
Athena Investment Management
California
$465K – – –
CBOR
2011
Community Bank of Raymore
Missouri
$465K +$95.7K +1,120 +24%
FWM
2012
Forza Wealth Management
Florida
$464K -$34.2K -400 -7%
TPWM
2013
Twelve Points Wealth Management
Massachusetts
$463K +$27.9K +327 +6%
PWPS
2014
Pinnacle Wealth Planning Services
Ohio
$463K -$139K -1,630 -22%
BCPWM
2015
Bradley & Co Private Wealth Management
Florida
$462K -$4.31M -50,441 -90%
WW
2016
Waterfront Wealth
Kansas
$461K -$26.6K -311 -5%
JFGIW
2017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$461K -$113K -1,318 -19%
GSEP
2018
Golden State Equity Partners
California
$459K -$7.43K -87 -2%
B
2019
Bridgeworth
Alabama
$458K -$4.36K -51 -0.9%
CRWM
2020
Castle Rock Wealth Management
California
$458K +$14.9K +175 +3%
HCM
2021
Hutchinson Capital Management
California
$458K +$50.6K +592 +12%
TIA
2022
Tiemann Investment Advisors
California
$457K -$16.2K -190 -3%
ISWM
2023
Independent Solutions Wealth Management
New York
$457K -$96.3K -1,127 -17%
FAG
2024
Fortitude Advisory Group
Washington
$457K -$19.5K -228 -4%
ESCM
2025
Echo Street Capital Management
New York
$457K +$199K +2,334 +71%
79 80
81
82 83