We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
2001
Parisi Gray Wealth Management
New Jersey
$630K -$16.2K -156 -3%
CWM
2002
Circle Wealth Management
New Jersey
$629K +$126K +1,215 +32%
RMP
2003
Richards, Merrill & Peterson
Washington
$629K +$18.1K +174 +4%
AMIM
2004
Aull & Monroe Investment Management
Alabama
$628K -$187K -1,800 -26%
SA
2005
SRH Advisors
Kansas
$628K – – –
TSMHT
2006
Thurston Springer Miller Herd & Titak
Indiana
$627K +$45.4K +437 +9%
SEEDPG
2007
S.E.E.D. Planning Group
New York
$627K -$40.4K -389 -7%
RS
2008
R Squared
Hong Kong
$625K -$1.15M -11,031 -69%
TWA
2009
TCI Wealth Advisors
Arizona
$624K -$48.3K -465 -8%
MCA
2010
Magnolia Capital Advisors
Mississippi
$624K +$1.04K +10 +0.2%
BCM
2011
Birmingham Capital Management
Alabama
$624K -$271K -2,606 -34%
FA
2012
Fortis Advisors
Pennsylvania
$623K +$20.8K +200 +4%
SQA
2013
Simon Quick Advisors
New Jersey
$622K -$887K -8,538 -63%
RC
2014
RBF Capital
California
$620K +$520K +5,000 New
BFG
2015
Berger Financial Group
Minnesota
$620K -$26.2K -252 -5%
AWG
2016
Altus Wealth Group
Colorado
$619K -$6.23K -60 -1%
TWM
2017
TCFG Wealth Management
California
$618K -$5.61K -54 -1%
GFG
2018
Grantvest Financial Group
New Jersey
$618K -$34.5K -332 -6%
RE
2019
Rydar Equities
Texas
$617K +$517K +4,976 New
JIR
2020
James Investment Research
Ohio
$617K -$124K -1,198 -19%
MWM
2021
Meritas Wealth Management
California
$614K -$6.23K -60 -1%
HCM
2022
Howland Capital Management
Massachusetts
$614K – – –
IA
2023
IFG Advisors
Missouri
$614K +$21.8K +210 +4%
AWM
2024
Arista Wealth Management
Nevada
$613K +$514K +4,946 New
PSF
2025
Pacific Sun Financial
California
$612K -$41K -395 -7%
79 80
81
82 83