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Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2001
Mathes Company
New York
$550K – – –
BLC
2002
Brown, Lisle/Cummings
Rhode Island
$550K -$9.42K -80 -2%
PSF
2003
Pacific Sun Financial
California
$550K -$15.3K -130 -3%
BWG
2004
Beta Wealth Group
California
$550K -$11.8K -100 -2%
AWM
2005
Ameliora Wealth Management
Switzerland
$550K – – –
CCA
2006
Childress Capital Advisors
Texas
$549K +$241K +2,049 +75%
AFG
2007
Allegheny Financial Group
Pennsylvania
$548K +$15.8K +134 +3%
GHA
2008
GW Henssler & Associates
Georgia
$547K -$54.3K -461 -9%
HNWAG
2009
High Net Worth Advisory Group
Florida
$546K +$9.78K +83 +2%
WWM
2010
Westwood Wealth Management
California
$544K +$357K +3,030 +176%
HBCM
2011
Heron Bay Capital Management
Michigan
$544K – – –
FC
2012
FCA Corp
Texas
$543K -$4.83K -41 -0.9%
GFG
2013
Grantvest Financial Group
New Jersey
$542K -$29.2K -248 -5%
SCA
2014
Strathmore Capital Advisors
North Carolina
$542K -$8.24K -70 -1%
SAI
2015
Systematic Alpha Investments
New Jersey
$542K – – –
RZH
2016
Relyea Zuckerberg Hanson
Connecticut
$542K -$23.3K -198 -4%
MCA
2017
Magnolia Capital Advisors
Mississippi
$541K -$35.7K -303 -6%
CPWA
2018
Cerro Pacific Wealth Advisors
California
$540K +$1.65K +14 +0.3%
SPL
2019
Smart Portfolios LLC
Washington
$539K -$9.66K -82 -2%
MCA
2020
MSH Capital Advisors
Arizona
$539K +$8.01K +68 +1%
WPA
2021
West Paces Advisors
Georgia
$538K -$27.1K -230 -5%
OWA
2022
ORBA Wealth Advisors
Illinois
$538K – – –
ML
2023
McAdam LLC
Pennsylvania
$537K +$35.6K +302 +7%
AWG
2024
Altus Wealth Group
Colorado
$536K -$36.3K -308 -6%
RL
2025
Rogco LP
Oklahoma
$535K – – –
79 80
81
82 83