We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2026
Keudell/Morrison Wealth Management
Oregon
$658K +$13K +98 +2%
F
2027
Filament
Washington
$656K – – –
LC
2028
Lindbrook Capital
California
$656K +$120K +907 +24%
LBC
2029
Lawrence B. Cohen
$654K -$133 -1 -0%
GCP
2030
GSA Capital Partners
United Kingdom
$654K +$621K +4,681 New
OWA
2031
Outlook Wealth Advisors
Texas
$654K +$621K +4,681 New
PFA
2032
Pure Financial Advisors
California
$653K +$131K +985 +27%
MIH
2033
Meitav Investment House
Israel
$651K -$398 -3 -0.1%
PI
2034
PFS Investments
Georgia
$651K +$606K +4,570 New
GFS
2035
GYL Financial Synergies
Connecticut
$649K +$10.9K +82 +2%
MFG
2036
Merit Financial Group
Georgia
$643K +$6.5K +49 +1%
LC
2037
Lavaca Capital
Texas
$640K – – –
MSR
2038
Main Street Research
Connecticut
$639K +$55.6K +419 +10%
CIP
2039
Convergence Investment Partners
Florida
$638K -$3.14M -23,655 -84%
IP
2040
Intellectus Partners
California
$637K -$736K -5,552 -55%
SIAG
2041
Signet Investment Advisory Group
Rhode Island
$637K +$159K +1,196 +36%
BWP
2042
Bernardo Wealth Planning
Pennsylvania
$634K +$32.1K +242 +6%
NP
2043
NorthRock Partners
Minnesota
$632K +$46.7K +352 +8%
HR
2044
Hayden Royal
North Carolina
$631K +$29.6K +223 +5%
HPC
2045
Hobart Private Capital
North Carolina
$631K +$599K +4,516 New
PWMG
2046
Prestige Wealth Management Group
New Jersey
$629K +$366K +2,758 +158%
WA
2047
Wealth Architects
California
$628K +$18.3K +138 +3%
RGNCM
2048
R.G. Niederhoffer Capital Management
New York
$628K +$597K +4,500 New
EAM
2049
Eagle Asset Management
Florida
$627K +$54.8K +413 +10%
LPIC
2050
LeJeune Puetz Investment Counsel
Michigan
$626K +$47.2K +356 +9%
80 81
82
83 84