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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
2501
West Wealth Group
California
$237K -$14K -294 -6%
IFPG
2502
Intrepid Financial Planning Group
Indiana
$236K – – –
TP
2503
Tranquility Partners
Tennessee
$236K +$237K +4,995 New
KWM
2504
Kolinsky Wealth Management
New Jersey
$236K -$66.5K -1,401 -22%
SPWM
2505
Schrum Private Wealth Management
Florida
$236K +$142 +3 +0.1%
KFC
2506
Klingenstein Fields & Co
New York
$236K – – –
MWP
2507
Meridian Wealth Partners
Pennsylvania
$235K -$31.5K -663 -12%
TC
2508
TAP Consulting
Missouri
$235K -$190K -3,993 -45%
HWM
2509
Horizon Wealth Management
Illinois
$234K -$15.8K -333 -6%
ACP
2510
Arcus Capital Partners
Georgia
$234K – – –
MFA
2511
Mayflower Financial Advisors
Massachusetts
$234K +$6.84K +144 +3%
BDFN
2512
Bond & Devick Financial Network
Minnesota
$234K – – –
GAG
2513
GM Advisory Group
New York
$233K – – –
BWM
2514
Birchcreek Wealth Management
Ohio
$233K +$5.56K +117 +2%
OWA
2515
Opal Wealth Advisors
New York
$233K -$5.41K -114 -2%
TFA
2516
Triad Financial Advisors
North Carolina
$233K -$17.7K -372 -7%
BFA
2517
Beacon Financial Advisory
Ohio
$232K – – –
AC
2518
Avenir Corporation
Virginia
$232K +$4.13K +87 +2%
ES
2519
Eagle Strategies
New York
$232K +$2.85K +60 +1%
LA
2520
Latitude Advisors
Florida
$231K -$570 -12 -0.2%
DWMS
2521
Dominguez Wealth Management Solutions
Virginia
$231K +$232K +4,887 New
CLOS
2522
Compagnie Lombard Odier SCmA
Switzerland
$231K -$15.1K -318 -6%
PHIC
2523
Pine Haven Investment Counsel
Massachusetts
$230K – – –
IFS
2524
Intelligent Financial Strategies
Minnesota
$230K – – –
BBPWM
2525
Blue Bell Private Wealth Management
Pennsylvania
$230K – – –