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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2551
Phillips Wealth Planners
Mississippi
$276K +$25.4K +477 +10%
BA
2552
Ballew Advisors
Mississippi
$276K +$160 +3 +0.1%
JWBC
2553
J.W. Burns & Co
New York
$275K – – –
EBT
2554
Enterprise Bank & Trust
Massachusetts
$275K – – –
PS
2555
Planned Solutions
California
$274K – – –
LFG
2556
Lockerman Financial Group
California
$274K -$9.1K -171 -3%
MAA
2557
Matrix Asset Advisors
New York
$274K – – –
HBW
2558
Hazlett, Burt & Watson
West Virginia
$274K +$6.54K +123 +2%
TC
2559
TAP Consulting
Missouri
$274K +$60K +1,128 +28%
CCP
2560
Carmel Capital Partners
California
$274K -$16.8K -315 -6%
VFG
2561
V2 Financial group
Illinois
$274K -$160K -3,000 -37%
GAB
2562
German American Bancorp
Indiana
$274K -$147K -2,769 -35%
SDWMA
2563
Schneider Downs Wealth Management Advisors
Pennsylvania
$274K -$4.63K -87 -2%
KWM
2564
Kolinsky Wealth Management
New Jersey
$273K -$23.6K -444 -8%
BWAM
2565
Boyd Watterson Asset Management
Ohio
$273K – – –
WWG
2566
West Wealth Group
California
$273K +$5.75K +108 +2%
TWP
2567
Tower Wealth Partners
Pennsylvania
$272K +$39.9K +750 +17%
OWA
2568
One Wealth Advisors
California
$271K -$6.07K -114 -2%
AGWCA
2569
Annis Gardner Whiting Capital Advisors
Florida
$270K +$270K +5,067 New
CWC
2570
Carolinas Wealth Consulting
North Carolina
$270K -$30.8K -579 -1%
CFO
2571
Collective Family Office
Pennsylvania
$270K – – –
VP
2572
Verum Partners
North Carolina
$268K +$268K +5,037 New
CCP
2573
Cassia Capital Partners
North Carolina
$268K – – –
BCP
2574
Berkeley Capital Partners
Georgia
$268K +$479 +9 +0.2%
PJSIMP
2575
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K +$7.18K +135 +3%
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103
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