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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2551
Heartwood Wealth Advisors
Virginia
$796K +$31.2K +360 +4%
SIC
2552
Samalin Investment Counsel
New York
$794K -$87 -1 -0%
PFG
2553
Prosperity Financial Group
California
$794K -$2.78K -32 -0.4%
WH
2554
Willner & Heller
California
$790K – – –
MAM
2555
McLean Asset Management
Virginia
$790K +$78.8K +908 +12%
NCTC
2556
New Covenant Trust Company
Indiana
$789K -$23.5K -271 -3%
BBA
2557
Braun-Bostich & Associates
Pennsylvania
$787K -$33.8K -390 -4%
FSC
2558
Full Sail Capital
Oklahoma
$786K +$46.9K +541 +7%
VWM
2559
Vermillion Wealth Management
Minnesota
$786K +$755K +8,695 New
WDL
2560
Well Done LLC
Michigan
$783K – – –
WG
2561
Watchman Group
Texas
$782K -$73K -841 -9%
SPWM
2562
Spartan Planning & Wealth Management
North Carolina
$782K +$751K +8,650 New
BST
2563
Bath Savings Trust
Maine
$780K – – –
FPGT
2564
Financial Partners Group (Tennessee)
Tennessee
$780K -$9.29K -107 -1%
KCIC
2565
Kuhn & Co Investment Counsel
Illinois
$780K – – –
BL
2566
Balentine LLC
Georgia
$778K -$54.7K -630 -7%
FWP
2567
Falcon Wealth Planning
California
$777K -$2.69K -31 -0.4%
AIM
2568
AMI Investment Management
Indiana
$774K -$476K -5,491 -39%
ALA
2569
Atlas Legacy Advisors
California
$774K +$744K +8,572 New
TCM
2570
Tributary Capital Management
Nebraska
$773K -$34.7K -400 -4%
FPWM
2571
FSB Premier Wealth Management
Iowa
$772K -$46.2K -532 -6%
AMIM
2572
Aull & Monroe Investment Management
Alabama
$772K -$52.1K -600 -7%
LF
2573
LifeSteps Financial
California
$770K +$33.4K +385 +5%
PFA
2574
Petra Financial Advisors
Colorado
$770K +$739K +8,520 New
AP
2575
Adero Partners
California
$770K +$59.4K +684 +9%
101 102
103
104 105