We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2051
Saranac Partners
$521K +$55K +512 +11%
CWI
2052
Conscious Wealth Investments
Florida
$521K -$153K -1,424 -22%
RZH
2053
Relyea Zuckerberg Hanson
Connecticut
$520K -$63K -586 -10%
RPGK
2054
Retirement Planning Group (Kansas)
Kansas
$520K +$85.1K +792 +18%
S
2055
Sunpointe
Missouri
$520K +$21.2K +197 +4%
SWIM
2056
Smallwood Wealth Investment Management
New Jersey
$520K -$2.58K -24 -0.5%
WFI
2057
West Family Investments
California
$519K +$53.5K +498 +10%
CPWA
2058
Cerro Pacific Wealth Advisors
California
$519K -$15.9K -148 -3%
BFG
2059
Berger Financial Group
Minnesota
$518K -$70.7K -658 -11%
AIIMS
2060
Analyst IMS Investment Management Services
Israel
$518K +$564K +5,244 New
PGWM
2061
Parisi Gray Wealth Management
New Jersey
$517K -$17.5K -163 -3%
LWM
2062
LJI Wealth Management
Indiana
$515K +$11.8K +110 +2%
IHL
2063
Investment House LLC
California
$513K – – –
EFI
2064
EHP Funds Inc
Canada
$513K +$559K +5,200 New
HCM
2065
Hutchinson Capital Management
California
$513K -$11.3K -105 -2%
NCM
2066
Northside Capital Management
Oregon
$512K -$860 -8 -0.2%
TFG
2067
Taylor Financial Group
Virginia
$509K +$53.7K +500 +11%
NC
2068
Napatree Capital
Rhode Island
$508K -$185K -1,722 -25%
CA
2069
Calton & Associates
Florida
$507K +$325K +3,023 +143%
RBWA
2070
RFG - Bristol Wealth Advisors
Massachusetts
$507K +$11.1K +103 +2%
WIM
2071
Westside Investment Management
California
$507K +$27.9K +260 +5%
AOWM
2072
Alpha Omega Wealth Management
Virginia
$506K -$36.9K -343 -6%
NWMG
2073
National Wealth Management Group
Ohio
$506K -$2.36K -22 -0.4%
HHRDM
2074
H&H Retirement Design & Management
Nevada
$506K +$1.4K +13 +0.2%
FCT
2075
First Community Trust
Iowa
$505K -$8.28K -77 -1%
81 82
83
84 85