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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
2551
Levin Capital Strategies
New York
$260K -$454K -9,000 -64%
BA
2552
Bridge Advisory
California
$260K +$5.3K +105 +2%
LA
2553
Legacy Advisors
Pennsylvania
$259K -$11.5K -228 -4%
RWB
2554
RMR Wealth Builders
New Jersey
$259K +$605 +12 +0.2%
PJSIMP
2555
P.J. Schmidt Investment Management (PJS)
Wisconsin
$258K -$189K -3,753 -44%
AC
2556
Avenir Corporation
Virginia
$257K – – –
MA
2557
Modus Advisors
Minnesota
$256K +$11.5K +228 +5%
PP
2558
Pegasus Partners
Wisconsin
$255K -$8.63K -171 -3%
PHIC
2559
Pine Haven Investment Counsel
Massachusetts
$255K – – –
W
2560
WorthPointe
California
$255K +$33.1K +657 +16%
FWP
2561
Falcon Wealth Planning
California
$254K +$1.36K +27 +0.6%
PCWA
2562
Pacific Capital Wealth Advisors
California
$254K – – –
CYG
2563
Clean Yield Group
Vermont
$254K +$6.21K +123 +3%
WWM
2564
Windsor Wealth Management
Indiana
$254K -$12.1K -240 -5%
AWM
2565
Aprio Wealth Management
Georgia
$254K +$245K +4,848 New
IFS
2566
Intelligent Financial Strategies
Minnesota
$254K – – –
FA
2567
Financial Advisors
Massachusetts
$253K – – –
MCA
2568
Maryland Capital Advisors
Maryland
$253K +$61.6K +1,221 +34%
DWP
2569
Destiny Wealth Partners
Florida
$252K -$106K -2,109 -31%
FWM
2570
Forza Wealth Management
Florida
$252K +$15.1K +300 +7%
CT
2571
Columbia Trust
Oregon
$252K +$18.5K +366 +8%
TFA
2572
Triad Financial Advisors
North Carolina
$252K +$303 +6 +0.1%
MFT
2573
Moisand Fitzgerald Tamayo
Florida
$251K -$17K -336 -7%
IAM
2574
Innovis Asset Management
Illinois
$251K – – –
CWM
2575
Collaborative Wealth Management
Florida
$251K +$7.26K +144 +3%
101 102
103
104 105