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Walmart Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2701
Tortoise Investment Management
New York
$16K – – –
WA
2702
Win Advisors
Florida
$16K +$15.2K +324 New
ACM
2703
Aquatic Capital Management
Illinois
$15K -$310K -6,600 -96%
Baillie Gifford & Co
2704
Baillie Gifford & Co
United Kingdom
$15K – – –
KC
2705
Kenfarb & Co
Kentucky
$15K – – –
S
2706
Surevest
California
$15K – – –
ARIS
2707
Advanced Research Investment Solutions
California
$15K +$14.1K +300 New
SC
2708
Siena Capital
Ohio
$15K +$14.1K +300 New
CWM
2709
Curi Wealth Management
North Carolina
$13K -$1.55K -33 -11%
MAM
2710
McCarthy Asset Management
California
$13K – – –
CDIA
2711
Capital Directions Investment Advisors
Georgia
$13K +$11.8K +252 New
BA
2712
Bellwether Advisors
Nebraska
$12K – – –
HWM
2713
HighMark Wealth Management
Minnesota
$10K – – –
AFG
2714
Albion Financial Group
Utah
$10K +$6.76K +144 +240%
FQ
2715
First Quadrant
California
$9K -$283K -6,018 -97%
IHWM
2716
Iron Horse Wealth Management
Iowa
$9K – – –
BCPWM
2717
Bradley & Co Private Wealth Management
Florida
$8K -$202K -4,299 -96%
CM
2718
Cornerstone Management
Georgia
$7.45K – – –
WIA
2719
Wealthstreet Investment Advisors
Texas
$7K – – –
DWA
2720
Delos Wealth Advisors
Texas
$6K -$2.96K -63 -34%
EAM
2721
Eukles Asset Management
Ohio
$6K – – –
PP
2722
PFS Partners
New Jersey
$5.53K – – –
LIM
2723
Longfellow Investment Management
Massachusetts
$5K – – –
AWA
2724
Artemis Wealth Advisors
New York
$3.81K +$141 +3 +4%
AWMS
2725
Advocacy Wealth Management Services
Georgia
$3K – – –