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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2501
Clearstead Trust
Maine
$967K +$471K +4,735 +102%
JHP
2502
James Hambro & Partners
United Kingdom
$966K – – –
SEEDPG
2503
S.E.E.D. Planning Group
New York
$963K -$32.1K -322 -3%
AWA
2504
AmeriServ Wealth Advisors
Pennsylvania
$963K +$17.2K +173 +2%
MWM
2505
MBE Wealth Management
Wisconsin
$962K -$21K -211 -2%
TC
2506
Touchstone Capital
Pennsylvania
$961K +$928K +9,323 New
BWM
2507
Baron Wealth Management
Michigan
$960K +$51.4K +516 +6%
CA
2508
Claris Advisors
Missouri
$960K – – –
AIA
2509
AssuredPartners Investment Advisors
Florida
$958K -$4.38K -44 -0.5%
EC
2510
EdgeRock Capital
Colorado
$958K +$7.37K +74 +0.8%
SFPG
2511
Stonebridge Financial Planning Group
Florida
$957K +$299 +3 +0%
FFIC
2512
First Fiduciary Investment Counsel
Ohio
$955K – – –
GG
2513
Gleason Group
Kentucky
$955K -$92.3K -927 -9%
OL
2514
one8zero8 LLC
North Carolina
$954K – – –
FFA
2515
Fi3 Financial Advisors
Indiana
$952K +$144K +1,447 +19%
LIA
2516
LBMC Investment Advisors
Tennessee
$952K – – –
NRC
2517
New Republic Capital
North Carolina
$951K +$20.7K +208 +2%
COCM
2518
Charter Oak Capital Management
New Hampshire
$950K -$4.08K -41 -0.4%
WDG
2519
Wealth Dimensions Group
Ohio
$949K -$5.18K -52 -0.6%
MA
2520
Mosaic Advisors
Texas
$949K +$917K +9,210 New
PPC
2521
Pennington Partners & Co
Maryland
$949K +$68.6K +689 +8%
TFM
2522
TFC Financial Management
Massachusetts
$948K +$32.4K +325 +4%
TA
2523
TCM Advisors
West Virginia
$948K – – –
KCM
2524
Kennondale Capital Management
Virginia
$947K – – –
PWA
2525
Prairie Wealth Advisors
Nebraska
$945K -$31.4K -315 -3%
99 100
101
102 103