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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
2501
Partners in Financial Planning
Virginia
$221K – – –
BG
2502
Benedetti & Gucer
Georgia
$220K -$22.3K -468 -9%
AF
2503
Affiance Financial
Minnesota
$220K – – –
BWA
2504
Bordeaux Wealth Advisors
California
$220K +$218K +4,566 New
WWMSC
2505
Wagner Wealth Management (South Carolina)
South Carolina
$219K -$18K -378 -8%
LBC
2506
Lawrence B. Cohen
$218K -$615K -12,879 -74%
FL
2507
Fort LP
Maryland
$218K -$481K -10,077 -69%
TFGT
2508
TS Financial Group (TSFG)
Illinois
$218K -$11.2K -234 -5%
BONST
2509
Bank of Nova Scotia Trust
Ontario, Canada
$217K -$34.4K -720 -14%
WJA
2510
Willis Johnson & Associates
Texas
$217K -$24.9K -522 -10%
BFWA
2511
Benchmark Financial Wealth Advisors
Florida
$217K +$215K +4,506 New
PP
2512
Pegasus Partners
Wisconsin
$216K -$22.3K -468 -9%
BCPWM
2513
Bradley & Co Private Wealth Management
Florida
$215K – – –
LWM
2514
Lyell Wealth Management
California
$215K +$5.44K +114 +3%
MA
2515
MAS Advisors
Florida
$215K +$215K +4,509 New
CPSC
2516
Carl P. Sherr & Co
Massachusetts
$214K -$24.5K -513 -10%
NEPPG
2517
New England Professional Planning Group
Rhode Island
$214K – – –
WGAM
2518
Wilkinson Global Asset Management
New York
$214K – – –
BCMO
2519
Buckingham Capital Management (Ohio)
Ohio
$213K +$859 +18 +0.4%
OL
2520
Optas LLC
Texas
$213K +$1.43K +30 +0.7%
WMS
2521
Wealth Management Solutions
Pennsylvania
$213K +$210K +4,407 New
BBW
2522
Blue Barn Wealth
Utah
$213K +$211K +4,410 New
Mount Yale Investment Advisors
2523
Mount Yale Investment Advisors
Colorado
$213K +$211K +4,410 New
EL
2524
EMFO LLC
Florida
$212K – – –
SIC
2525
Sigma Investment Counselors
Michigan
$211K -$10K -210 -5%