DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2051
Delta Investment Management
California
$523K -$215 -2 -0%
TLCM
2052
Twin Lakes Capital Management
California
$522K +$645 +6 +0.1%
BAAM
2053
Baker Avenue Asset Management
California
$522K +$119K +1,103 +26%
SP
2054
Saranac Partners
$521K +$55K +512 +11%
CWI
2055
Conscious Wealth Investments
Florida
$521K -$153K -1,424 -22%
RZH
2056
Relyea Zuckerberg Hanson
Connecticut
$520K -$63K -586 -10%
RPGK
2057
Retirement Planning Group (Kansas)
Kansas
$520K +$85.1K +792 +18%
S
2058
Sunpointe
Missouri
$520K +$21.2K +197 +4%
SWIM
2059
Smallwood Wealth Investment Management
New Jersey
$520K -$2.58K -24 -0.5%
WFI
2060
West Family Investments
California
$519K +$53.5K +498 +10%
CPWA
2061
Cerro Pacific Wealth Advisors
California
$519K -$15.9K -148 -3%
BFG
2062
Berger Financial Group
Minnesota
$518K -$70.7K -658 -11%
AIIMS
2063
Analyst IMS Investment Management Services
Israel
$518K +$564K +5,244 New
PGWM
2064
Parisi Gray Wealth Management
New Jersey
$517K -$17.5K -163 -3%
LWM
2065
LJI Wealth Management
Indiana
$515K +$11.8K +110 +2%
IHL
2066
Investment House LLC
California
$513K – – –
EFI
2067
EHP Funds Inc
Canada
$513K +$559K +5,200 New
HCM
2068
Hutchinson Capital Management
California
$513K -$11.3K -105 -2%
NCM
2069
Northside Capital Management
Oregon
$512K -$860 -8 -0.2%
TFG
2070
Taylor Financial Group
Virginia
$509K +$53.7K +500 +11%
NC
2071
Napatree Capital
Rhode Island
$508K -$185K -1,722 -25%
CA
2072
Calton & Associates
Florida
$507K +$325K +3,023 +143%
RBWA
2073
RFG - Bristol Wealth Advisors
Massachusetts
$507K +$11.1K +103 +2%
WIM
2074
Westside Investment Management
California
$507K +$27.9K +260 +5%
AOWM
2075
Alpha Omega Wealth Management
Virginia
$506K -$36.9K -343 -6%
81 82
83
84 85