We are live on ! Find out more
DIS icon

Walt Disney

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
2451
Willow Creek Wealth Management
California
$274K -$217K -1,739 -44%
TFF
2452
The Family Firm
Maryland
$274K -$41.9K -335 -13%
HCM
2453
Hutner Capital Management
Vermont
$274K +$500 +4 +0.2%
PBF
2454
Petix & Botte Financial
California
$273K -$276K -2,206 -50%
RWMH
2455
Riverpoint Wealth Management Holdings
Illinois
$272K – – –
PAA
2456
Peregrine Asset Advisers
Oregon
$271K -$12.5K -100 -4%
LRIC
2457
Long Road Investment Counsel
Michigan
$270K +$272K +2,175 New
MWM
2458
MorganRosel Wealth Management
Colorado
$269K -$14.4K -115 -5%
EPWM
2459
Essex Private Wealth Management
Massachusetts
$269K – – –
CDIA
2460
Capital Directions Investment Advisors
Georgia
$269K +$44.5K +356 +20%
BC
2461
Brio Consultants
California
$268K +$270K +2,159 New
SPA
2462
Sentinel Pension Advisors
Massachusetts
$267K +$269K +2,155 New
FMTCOCP
2463
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$266K – – –
CWM
2464
Centric Wealth Management
Illinois
$265K -$120K -960 -32%
CA
2465
Capital Advantage
California
$265K – – –
HPC
2466
Hobart Private Capital
North Carolina
$265K +$12.3K +98 +5%
AA
2467
Alesco Advisors
New York
$264K – – –
WC
2468
Whitney & Co
New York
$264K +$3.13K +25 +1%
PCM
2469
Pennsylvania Capital Management
Pennsylvania
$263K -$2.52M -20,162 -90%
CC
2470
Capital Counsel
New York
$263K +$8.75K +70 +3%
WI
2471
WrapManager Inc
California
$263K +$28.5K +228 +12%
FCM
2472
Firestone Capital Management
Florida
$262K -$15K -120 -5%
AC
2473
Avestar Capital
New York
$261K -$28.5K -228 -10%
HFP
2474
Holistic Financial Partners
Indiana
$261K -$22K -176 -8%
TA
2475
Trellis Advisors
Washington
$261K +$18.9K +151 +8%